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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
SL
201
Summitry LLC
California
$69M +$962K +5,785 +1%
William Blair & Company
202
William Blair & Company
Illinois
$67.9M +$8.08M +48,603 +14%
GC
203
GMT Capital
Georgia
$67.3M -$11.7M -70,600 -15%
ACM
204
AKRE Capital Management
Virginia
$66.2M +$1.12M +6,725 +2%
WCM
205
Wallace Capital Management
Texas
$66.2M +$392K +2,355 +0.6%
GIBU
206
Gulf International Bank (UK)
United Kingdom
$65.8M +$1.01M +6,048 +2%
SRIM
207
Saratoga Research & Investment Management
California
$65.4M +$4.45M +26,779 +7%
CIBC World Market
208
CIBC World Market
Ontario, Canada
$64.4M -$6.11M -36,719 -9%
RA
209
RiverPark Advisors
New York
$62.8M -$60.7M -365,000 -50%
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.8M +$1.45M +8,689 +2%
Select Equity Group
211
Select Equity Group
New York
$62.1M -$95.2M -572,399 -61%
Franklin Resources
212
Franklin Resources
California
$62M -$681K -4,093 -1%
EIM
213
ExxonMobil Investment Management
Texas
$61.8M -$9.49M -57,067 -14%
HP
214
Hosking Partners
United Kingdom
$61.6M +$972K +5,845 +2%
BCM
215
Bridgeway Capital Management
Texas
$60.8M -$582K -3,500 -1%
URS
216
Utah Retirement Systems
Utah
$59.7M +$965K +5,800 +2%
SJIC
217
St. James Investment Company
Texas
$59.5M +$2.49M +14,966 +4%
WIM
218
Waverton Investment Management
United Kingdom
$58.8M -$58.9K -354 -0.1%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$58.2M +$2.13M +12,783 +4%
CC
220
Cannell & Co
New York
$58.2M +$203K +1,219 +0.4%
UCFA
221
United Capital Financial Advisors
Texas
$57.6M +$2.26M +13,611 +4%
CWM
222
CIBC World Markets
New York
$57.3M +$23.3M +140,046 +71%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$57.2M +$44.4M +267,231 +380%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.8M +$2.25M +13,557 +4%
HHAA
225
Henry H. Armstrong Associates
Pennsylvania
$56.5M +$97.1K +584 +0.2%

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.