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Berkshire Hathaway Class B

1,949 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 738 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $149B → $166B (+$16.7B)

4.14% more ownership

Funds ownership: 67.2%71.34% (+4.1%)

4% more funds holding in top 10

Funds holding in top 10: 377392 (+15)

8% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.41B

1% more funds holding

Funds holding: 1,9361,949 (+13)

5% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 773

Holders
1,949
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
392
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.98%
% of All Funds
9.77%
New
92
Increased
738
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$22.4B +$541M +3,060,929 +3%
BlackRock
2
BlackRock
New York
$18.8B +$418M +2,365,694 +2%
State Street
3
State Street
Massachusetts
$14.9B +$9.49M +53,721 +0.1%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$12.6B +$1.63B +9,220,001 +16%
Northern Trust
5
Northern Trust
Illinois
$3.83B +$218M +1,231,914 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.55B +$94.9M +537,171 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.15B -$11.6M -65,807 -0.4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.05B +$285M +1,613,137 +11%
Morgan Stanley
9
Morgan Stanley
New York
$2.41B +$409M +2,312,117 +21%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$2.24B -$24.8M -140,237 -1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$2.14B +$177M +1,001,613 +9%
Bank of America
12
Bank of America
North Carolina
$1.89B +$152M +859,574 +9%
Ameriprise
13
Ameriprise
Minnesota
$1.57B +$55.9M +316,481 +4%
Boston Partners
14
Boston Partners
Massachusetts
$1.42B +$2.88M +16,301 +0.2%
Goldman Sachs
15
Goldman Sachs
New York
$1.31B +$109M +618,541 +9%
Wells Fargo
16
Wells Fargo
California
$1.25B +$41.8M +236,802 +4%
Charles Schwab
17
Charles Schwab
California
$1.22B +$54.1M +306,004 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.22B +$38.2M +216,117 +3%
Flossbach Von Storch
19
Flossbach Von Storch
Germany
$1.19B +$20M +113,040 +2%
Norges Bank
20
Norges Bank
Norway
$1.18B -$47M -265,678 -4%
TCIM
21
TIAA CREF Investment Management
New York
$1.09B -$69M -390,448 -6%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$1.05B +$8.38M +47,400 +0.8%
JP Morgan Chase
23
JP Morgan Chase
New York
$998M +$56.3M +318,400 +6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$952M -$50.1M -283,307 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$862M +$11.5M +65,200 +1%