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Berkshire Hathaway Class B

1,936 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 822 increasing their positions, 703 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 703

14% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.18B

1% more capital invested

Capital invested by funds: $148B → $149B (+$1.9B)

1% more funds holding in top 10

Funds holding in top 10: 374377 (+3)

0% more funds holding

Funds holding: 1,9321,936 (+4)

0.41% less ownership

Funds ownership: 67.61%67.2% (-0.41%)

Holders
1,936
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.27%
Holding in Top 10
377
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.4%
New
84
Increased
822
Reduced
703
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1926
Advocacy Wealth Management Services
Georgia
$6K
OFS
1927
Orrstown Financial Services
Pennsylvania
$4K -$112K -675 -96%
HS
1928
Horan Securities
United States
$4K
CT
1929
Chicago Trust
Illinois
$3.24K +$176K +1,057 +6%
CCMIC
1930
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3K +$3.33K +20 New
WCM
1931
Wealthcare Capital Management
Virginia
$2K
FWC
1932
First Washington Corp
Washington
$1.1K
SHCM
1933
Silver Heights Capital Management
Ontario, Canada
$1K
AUB
1934
Atlantic Union Bankshares
Virginia
$919 +$3.33K +20 +0.4%
VCM
1935
Vivaldi Capital Management
Illinois
$550 +$127K +761 +31%
IWM
1936
IHT Wealth Management
Illinois
$25 +$127K +766 +14%
ISL
1937
Ingalls & Snyder LLC
New York
-$36.7M -219,996 Closed
SC
1938
Sculptor Capital
New York
-$31.2M -187,000 Closed
N
1939
Natixis
France
-$21.6M -129,666 Closed
Millennium Management
1940
Millennium Management
New York
-$19.4M -116,648 Closed
XK
1941
Xact Kapitalforvaltning
Sweden
-$16M -95,796 Closed
BB
1942
Busey Bank
Illinois
-$14.8M -88,857 Closed
HI
1943
Honeywell International
North Carolina
-$13.5M -80,700 Closed
VF
1944
Virtu Financial
New York
-$9.08M -54,452 Closed
WMSA
1945
Weiss Multi-Strategy Advisers
New York
-$8.34M -50,060 Closed
NIT
1946
NumerixS Investment Technologies
British Columbia, Canada
-$7.03M -42,199 Closed
CC
1947
Cipher Capital
New York
-$5.68M -34,110 Closed
VKH
1948
Virtu KCG Holdings
New York
-$5.05M -30,273 Closed
CGT
1949
Capital Guardian Trust
California
-$4.84M -29,035 Closed
GMA
1950
Goldstein Munger & Associates
California
-$4.58M -27,509 Closed

BRK.B Hedge Fund Activity: Q2 2017 in Review

1,936 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2017, worth a combined $149B — up 1.3% from $148B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.B positions and 65 closed out — a net gain of 19 holders — while 822 added to existing stakes and 703 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was Gates Foundation Trust, cutting an estimated $832M.

  • 1,936 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2017, up from 1,932 in Q1 2017.
  • Funds reported $149B of Berkshire Hathaway Class B stock for Q2 2017, up 1.3% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class B positions in Q2 2017 and 65 closed out, a net change of +19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2017 was Vanguard Group, an estimated $490M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2017 was Gates Foundation Trust, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2017.