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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
Credit Agricole
176
Credit Agricole
France
$85.4M +$6.79M +40,845 +9%
CB
177
Cooke & Bieler
Pennsylvania
$85M +$8.96M +53,897 +12%
AC
178
Alleghany Corporation
New York
$84.7M
ASRS
179
Arizona State Retirement System
Arizona
$84.7M -$2.11M -12,665 -2%
SWITC
180
Stewart West Indies Trading Company
Colorado
$82.1M
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$79.3M -$5.72M -34,397 -7%
CIC
182
Chilton Investment Company
Connecticut
$79.3M -$21.7M -130,426 -22%
ProShare Advisors
183
ProShare Advisors
Maryland
$77.6M -$1.61M -9,662 -2%
JMPWA
184
JP Morgan Private Wealth Advisors
California
$77.4M -$11.3M -68,187 -13%
Artisan Partners
185
Artisan Partners
Wisconsin
$77.1M -$6.05M -36,395 -7%
SBCM
186
Schwerin Boyle Capital Management
Massachusetts
$76.3M +$1M +6,036 +1%
MIH
187
Madison Investment Holdings
Wisconsin
$73.9M -$781K -4,693 -1%
SAS
188
Sarbit Advisory Services
Manitoba, Canada
$73.8M
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$73.8M +$8.64M +51,956 +14%
TAM
190
Timucuan Asset Management
Florida
$72.9M +$1.43M +8,595 +2%
DZ Bank
191
DZ Bank
Germany
$72.8M -$6.03M -36,278 -8%
HIM
192
Hermes Investment Management
United Kingdom
$72.5M -$13.8M -83,190 -16%
KeyBank National Association
193
KeyBank National Association
Ohio
$72M -$5.61M -33,702 -7%
QI
194
QV Investors
Alberta, Canada
$71.9M +$8.49M +51,050 +14%
KBC Group
195
KBC Group
Belgium
$71.4M +$10.2M +61,114 +17%
FQ
196
First Quadrant
California
$71.3M -$1.25M -7,522 -2%
Citigroup
197
Citigroup
New York
$70.3M -$73.7M -443,256 -52%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$70.3M -$2.96M -17,796 -4%
PIA
199
Piedmont Investment Advisors
North Carolina
$69.7M +$1.62M +9,741 +2%
M&T Bank
200
M&T Bank
New York
$69.1M +$4.62M +27,789 +7%

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.