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Berkshire Hathaway Class B

1,949 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 738 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $149B → $166B (+$16.7B)

4.14% more ownership

Funds ownership: 67.2%71.34% (+4.1%)

4% more funds holding in top 10

Funds holding in top 10: 377392 (+15)

8% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.41B

1% more funds holding

Funds holding: 1,9361,949 (+13)

5% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 773

Holders
1,949
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
392
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.98%
% of All Funds
9.77%
New
92
Increased
738
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MUS
1901
Mitsubishi UFJ Securities
Japan
$95K +$38.9K +220 +73%
DPA
1902
Delphi Private Advisors
California
$93K -$35.3K -200 -28%
OTC
1903
Opera Trading Capital
France
$92K -$2.01M -11,392 -96%
CRM
1904
Cramer Rosenthal McGlynn
Connecticut
$92K
FCT
1905
Family Capital Trust
Massachusetts
$92K
SAM
1906
Solaris Asset Management
New York
$92K
PR
1907
Payden & Rygel
California
$91K
FMTCOCP
1908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86.2K
RFM
1909
Royal Fund Management
Florida
$86K -$39.1K -221 -32%
IDBONY
1910
Israel Discount Bank of New York
New York
$86K
MIC
1911
MU Investments Company
Japan
$86K +$8.84K +50 +12%
FFC
1912
First Financial Corp
Indiana
$81K
CWM
1913
Cranbrook Wealth Management
Michigan
$73K
DSN
1914
D. Scott Neal
Kentucky
$73K +$44.2K +250 +167%
CAL
1915
Capital Advisors Ltd
Ohio
$70K
IWMA
1916
Ironwood Wealth Management (Arizona)
Arizona
$70K +$67.7K +383 New
PCM
1917
Prelude Capital Management
New York
$66K +$63.8K +361 New
AW
1918
Alpha Windward
Massachusetts
$61K
CIM
1919
Contravisory Investment Management
Massachusetts
$60K +$58.3K +330 New
AA
1920
AlphaMark Advisors
Kentucky
$55K
AWA
1921
Artemis Wealth Advisors
New York
$55K
WWM
1922
Willingdon Wealth Management
North Carolina
$52K +$50K +283 New
WAS
1923
WESPAC Advisors SoCal
California
$49K
AI
1924
ArchPoint Investors
Florida
$41K
PFGIA
1925
Patriot Financial Group Insurance Agency
Massachusetts
$38K