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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
RCP
1951
Rothschild Capital Partners
New York
-$4.19M -25,115 Closed
HT
1952
HAP Trading
New York
-$3.01M -18,070 Closed
SGDR
1953
SPX Gestao de Recursos
Brazil
-$2.5M -15,000 Closed
Koshinski Asset Management
1954
Koshinski Asset Management
Illinois
-$2.37M -14,210 Closed
WAS
1955
Winch Advisory Services
Wisconsin
-$2.35M -14,097 Closed
HWA
1956
HCR Wealth Advisors
California
-$2.24M -13,416 Closed
WAM
1957
Wolverine Asset Management
Illinois
-$2.17M -13,071 Closed
GCP
1958
GSA Capital Partners
United Kingdom
-$2.09M -12,525 Closed
GQG Partners
1959
GQG Partners
Florida
-$1.9M -11,382 Closed
AGM
1960
Alpine Global Management
New York
-$1.75M -10,488 Closed
SSA
1961
Schonfeld Strategic Advisors
New York
-$1.65M -9,898 Closed
LG
1962
Leuthold Group
Minnesota
-$1.65M -9,868 Closed
TFA
1963
Transamerica Financial Advisors
Florida
-$1.58M -9,497 Closed
SM
1964
Sciencast Management
New Jersey
-$1.46K -8,750 Closed
QAM
1965
Quantres Asset Management
Cayman Islands
-$1.37M -8,200 Closed
VAM
1966
Verity Asset Management
North Carolina
-$1.31M -7,884 Closed
TH
1967
Timber Hill
Connecticut
-$1.2M -7,183 Closed
BVDMP
1968
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$1.17M -7,000 Closed
SC
1969
Searle & Co
Connecticut
-$1.14M -6,854 Closed
DTL
1970
Dynamic Technology Lab
Singapore
-$814K -4,885 Closed
FTUS
1971
Flow Traders U.S.
New York
-$813K -4,877 Closed
HCM
1972
Highbridge Capital Management
New York
-$786K -4,718 Closed
BCM
1973
Bayesian Capital Management
New York
-$693K -4,157 Closed
GVT
1974
Genesee Valley Trust
New York
-$642 -3,857 Closed
VFPI
1975
Vantage Financial Partners (Illinois)
Illinois
-$665K -3,050 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.