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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
CG
1976
Clinton Group
New York
-$482K -2,894 Closed
PCMC
1977
Paragon Capital Management (Colorado)
Colorado
-$443K -2,660 Closed
NIA
1978
Northstar Investment Advisors
Colorado
-$423K -2,540 Closed
TCM
1979
Teza Capital Management
Illinois
-$417K -2,502 Closed
PAM
1980
Princeton Alpha Management
New Jersey
-$362K -2,169 Closed
EGM
1981
Engineers Gate Manager
New York
-$317K -1,900 Closed
SEIA
1982
Signature Estate & Investment Advisors
California
-$310K -1,861 Closed
SFM
1983
Signet Financial Management
New Jersey
-$306K -1,837 Closed
IF
1984
IRON Financial
Illinois
-$294K -1,765 Closed
JSL
1985
JT Stratford LLC
Georgia
-$283K -1,697 Closed
MIM
1986
Montgomery Investment Management
Maryland
-$236K -1,417 Closed
HP
1987
Hartree Partners
New York
-$222K -1,332 Closed
SFS
1988
Strategic Financial Services
New York
-$213K -1,278 Closed
PA
1989
Planning Alternatives
Michigan
-$209K -1,252 Closed
ZAM
1990
Zevin Asset Management
Massachusetts
-$202K -1,209 Closed
LD
1991
Lipe & Dalton
New York
-$133K -800 Closed
MAS
1992
Madden Advisory Services
Florida
-$119K -717 Closed
BKA
1993
Brick & Kyle Associates
Pennsylvania
-$87K -519 Closed
JC
1994
JBF Capital
Colorado
-$70K -420 Closed
SAS
1995
Stelac Advisory Services
New York
-$185K -360 Closed
QFA
1996
Quattro Financial Advisors
Texas
-$56.7K -340 Closed
CIM
1997
Contravisory Investment Management
Massachusetts
-$43K -255 Closed
FPTW
1998
Franklin, Parlapiano, Turner & Welch
Texas
-$29K -175 Closed
SLF
1999
Sun Life Financial
Ontario, Canada
-$1.03K -172 Closed
BCM
2000
Barometer Capital Management
Ontario, Canada
-$21K -125 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.