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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.2B +$490M +2,948,296 +3%
BlackRock
2
BlackRock
New York
$17B +$132M +793,772 +0.8%
State Street
3
State Street
Massachusetts
$13.8B -$218M -1,311,537 -2%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10.1B -$832M -5,000,000 -8%
Northern Trust
5
Northern Trust
Illinois
$3.33B -$50.9M -305,905 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19B +$44.8M +269,583 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.92B -$174M -1,046,580 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.55B -$120M -723,439 -5%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$2.09B +$83.3M +500,722 +4%
Morgan Stanley
10
Morgan Stanley
New York
$1.84B -$39.3M -236,321 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.81B +$83.4M +501,685 +5%
Bank of America
12
Bank of America
North Carolina
$1.6B +$707K +4,253 +0%
Ameriprise
13
Ameriprise
Minnesota
$1.4B +$133M +798,053 +11%
Boston Partners
14
Boston Partners
Massachusetts
$1.31B -$38.3M -230,553 -3%
Norges Bank
15
Norges Bank
Norway
$1.14B +$83.2M +500,229 +8%
Wells Fargo
16
Wells Fargo
California
$1.12B -$36.1M -216,770 -3%
Goldman Sachs
17
Goldman Sachs
New York
$1.1B +$78.2M +470,294 +8%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.09B +$59.4M +357,027 +6%
Charles Schwab
19
Charles Schwab
California
$1.08B +$49.7M +298,858 +5%
Flossbach Von Storch
20
Flossbach Von Storch
Germany
$1.08B +$285M +1,716,206 +37%
TCIM
21
TIAA CREF Investment Management
New York
$1.07B -$68.1M -409,455 -6%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$960M +$32.8M +197,370 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$928M +$99.4M +597,450 +12%
JP Morgan Chase
24
JP Morgan Chase
New York
$869M +$19.3M +115,894 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$779M +$15.6M +93,900 +2%