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Berkshire Hathaway Class B
BRK.B

2,160 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 758 increasing their positions, 813 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 52

18% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.86B

13% more funds holding in top 10

Funds holding in top 10: 392 → 441 (+49)

11% more funds holding

Funds holding: 1,949 → 2,160 (+211)

9% more capital invested

Capital invested by funds: $166B → $180B (+$14.4B)

7% less repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 813

2.89% less ownership

Funds ownership: 71.34% → 68.45% (-2.9%)

Holders
2,160
Holders Change
+211
Holders Change %
+10.83%
% of All Funds
48.99%
Holding in Top 10
441
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.5%
% of All Funds
10%
New
282
Increased
758
Reduced
813
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$516M
2
Deutsche Bank
Deutsche Bank
Germany
+$396M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$356M
4
JP Morgan Chase
JP Morgan Chase
New York
+$317M
5
UBS Group
UBS Group
Switzerland
+$256M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.61B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$949M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$312M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$309M
5
Bank of America
Bank of America
North Carolina
-$242M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.6B +$356M +1,875,754 +2%
BlackRock
2
BlackRock
New York
$20.4B +$61M +321,402 +0.3%
State Street
3
State Street
Massachusetts
$16.7B +$516M +2,719,155 +3%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$12.6B -$949M -5,000,000 -7%
Northern Trust
5
Northern Trust
Illinois
$4.04B -$104M -549,421 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.99B +$138M +725,759 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.33B -$69.6M -366,537 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.98B -$309M -1,625,377 -10%
Morgan Stanley
9
Morgan Stanley
New York
$2.67B +$56.9M +299,916 +2%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$2.36B -$55.4M -291,982 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$2.31B -$89.2K -470 -0%
Bank of America
12
Bank of America
North Carolina
$1.79B -$242M -1,276,805 -12%
Ameriprise
13
Ameriprise
Minnesota
$1.7B +$4.67M +24,583 +0.3%
Goldman Sachs
14
Goldman Sachs
New York
$1.64B +$212M +1,118,925 +16%
Boston Partners
15
Boston Partners
Massachusetts
$1.61B +$66.8M +351,872 +5%
Norges Bank
16
Norges Bank
Norway
$1.46B +$170M +895,468 +14%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.41B +$317M +1,668,543 +31%
Wells Fargo
18
Wells Fargo
California
$1.38B +$24.1M +126,974 +2%
Charles Schwab
19
Charles Schwab
California
$1.38B +$51.5M +271,388 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.34B +$20.7M +108,858 +2%
TCIM
21
TIAA CREF Investment Management
New York
$1.31B +$127M +667,516 +11%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$1.3B +$16.1M +84,975 +1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$1.13B +$2.13M +11,200 +0.2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.06B +$29.2M +153,831 +3%
Deutsche Bank
25
Deutsche Bank
Germany
$959M +$396M +2,085,078 +76%
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BRK.B Hedge Fund Activity: Q4 2017 in Review

2,160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2017, worth a combined $180B — up 8.6% from $166B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new BRK.B positions and 52 closed out — a net gain of 230 holders — while 758 added to existing stakes and 813 trimmed.

The largest buyer was State Street, adding an estimated $516M. The largest seller was SFMG Wealth Advisors, cutting an estimated $8.61B.

  • 2,160 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2017, up from 1,949 in Q3 2017.
  • Funds reported $180B of Berkshire Hathaway Class B stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 282 funds opened new Berkshire Hathaway Class B positions in Q4 2017 and 52 closed out, a net change of +230 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2017 was State Street, an estimated $516M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2017 was SFMG Wealth Advisors, an estimated $8.61B sold.

Based on aggregated 13F filings for Q4 2017.