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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
CAM
1926
Cacti Asset Management
Georgia
$37K
GGHC
1927
Gilder Gagnon Howe & Co
New York
$37K
LWA
1928
Lowe Wealth Advisors
Maryland
$37K
SAM
1929
Shamrock Asset Management
Texas
$37K
SFPIA
1930
Stevens First Principles Investment Advisors
California
$33K
RIA
1931
RPG Investment Advisory
California
$33K +$22.6K +128 +256%
HWM
1932
Holloway Wealth Management
Florida
$31K
ED
1933
Exane Derivatives
France
$30.6K -$13.3K -75 -31%
HCC
1934
Hirtle Callaghan & Co
Pennsylvania
$25K
AP
1935
Advisors Preferred
Maryland
$25K +$24.6K +139 New
ST
1936
Somerset Trust
Pennsylvania
$18K
Walleye Trading
1937
Walleye Trading
New York
$17.6K +$8.36M +47,291 +97%
SC
1938
SouthState Corp
Florida
$11.1K +$2.35M +13,296 +28%
OFS
1939
Orrstown Financial Services
Pennsylvania
$9K +$4.07K +23 +92%
RCM
1940
RB Capital Management
Nevada
$6.57K +$360K +2,036 +6%
AWMS
1941
Advocacy Wealth Management Services
Georgia
$6K
HS
1942
Horan Securities
United States
$5K
CT
1943
Chicago Trust
Illinois
$3.35K -$146K -825 -4%
WCM
1944
Wealthcare Capital Management
Virginia
$2K
SHCM
1945
Silver Heights Capital Management
Ontario, Canada
$1K
SSA
1946
South Street Advisors
New York
$656
WPC
1947
White Pine Capital
Minnesota
$650
GH
1948
GAM Holding
Switzerland
-$45.4M -267,823 Closed
AAMU
1949
AEGON Asset Management (UK)
United Kingdom
-$43.9M -259,234 Closed
HCM
1950
Horan Capital Management
Maryland
-$28.9M -170,737 Closed