Berkshire Hathaway Class B
BRK.B
1,797 hedge funds and large institutions have $125B invested in Berkshire Hathaway Class B in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 705 increasing their positions, 721 reducing their positions, and 50 closing their positions.
48% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 50
3% more capital invested
Capital invested by funds: $121B → $125B (+$3.38B)
2% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.2B
0.53% more ownership
Funds ownership: 66.75% → 67.28% (+0.53%)
0% more funds holding
Funds holding: 1,790 → 1,797 (+7)
2% less repeat investments, than reductions
Existing positions increased: 705 | Existing positions reduced: 721
6% less funds holding in top 10
Funds holding in top 10: 336 → 317 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.46B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$576M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$333M |
| 4 |
Bank of New York Mellon
New York
|
+$319M |
| 5 |
State Street
Boston,
Massachusetts
|
+$278M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$384M |
| 2 |
JP Morgan Chase
New York
|
-$108M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$94.2M |
| 4 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$92.4M |
| 5 |
SH
Svenska Handelsbanken
Stockholm,
Sweden
|
-$86.7M |
BRK.B Hedge Fund Activity: Q3 2016 in Review
1,797 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2016, worth a combined $125B — up 2.8% from $121B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BRK.B positions and 50 closed out — a net gain of 24 holders — while 705 added to existing stakes and 721 trimmed.
The largest buyer was Gates Foundation Trust, adding an estimated $1.46B. The largest seller was Boston Partners, cutting an estimated $384M.
- 1,797 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2016, up from 1,790 in Q2 2016.
- Funds reported $125B of Berkshire Hathaway Class B stock for Q3 2016, up 2.8% quarter-over-quarter.
- 74 funds opened new Berkshire Hathaway Class B positions in Q3 2016 and 50 closed out, a net change of +24 holders.
- The largest Berkshire Hathaway Class B buyer in Q3 2016 was Gates Foundation Trust, an estimated $1.46B added.
- The largest Berkshire Hathaway Class B seller in Q3 2016 was Boston Partners, an estimated $384M sold.
Based on aggregated 13F filings for Q3 2016.