We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

2,166 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 892 increasing their positions, 850 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

30% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.69B

2% more funds holding in top 10

Funds holding in top 10: 441450 (+9)

5% more repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 850

0% more capital invested

Capital invested by funds: $180B → $181B (+$655M)

0% more funds holding

Funds holding: 2,1602,166 (+6)

0.89% less ownership

Funds ownership: 68.45%67.56% (-0.89%)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
49.64%
Holding in Top 10
450
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.04%
% of All Funds
10.31%
New
107
Increased
892
Reduced
850
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
226
Polar Capital
United Kingdom
$65.3M -$76.7M -373,359 -53%
HIM
227
Hermes Investment Management
United Kingdom
$65M -$20.6M -100,452 -24%
FFA
228
First Foundation Advisors
California
$65M +$334K +1,626 +0.5%
WIM
229
Waverton Investment Management
United Kingdom
$64.4M -$526K -2,563 -0.8%
BTS
230
BB&T Securities
Virginia
$63.5M +$3.2M +15,574 +5%
MAM
231
Martingale Asset Management
Massachusetts
$63.4M -$1.92M -9,359 -3%
VIM
232
Veritas Investment Management
United Kingdom
$63.2M -$1.84M -8,980 -3%
SCP
233
Seizert Capital Partners
Michigan
$62.1M -$228K -1,109 -0.4%
SAA
234
Southeast Asset Advisors
Georgia
$61.8M +$1.14M +5,575 +2%
ERSOT
235
Employees Retirement System of Texas
Texas
$61.7M -$3.49M -17,000 -5%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$61.4M +$4.91M +23,922 +8%
SAS
237
Sarbit Advisory Services
Manitoba, Canada
$60.8M -$8.42M -41,000 -12%
MRG
238
Milestone Resources Group
British Virgin Islands
$60.1M +$2.15M +10,455 +4%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$59.8M +$377K +1,834 +0.6%
Treasurer of the State of North Carolina
240
Treasurer of the State of North Carolina
North Carolina
$59.6M +$60.2M +293,229 +5,338%
WJA
241
Williams Jones & Associates
New York
$58.9M +$2.94M +14,302 +5%
EIM
242
ExxonMobil Investment Management
Texas
$58.8M -$2.33M -11,351 -4%
PIA
243
Piedmont Investment Advisors
North Carolina
$57.8M -$25.5M -124,329 -30%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$57.7M +$747K +3,640 +1%
ACM
245
AKRE Capital Management
Virginia
$57.4M -$87.1K -424 -0.1%
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
$57.3M +$17M +82,677 +40%
PMG
247
Private Management Group
California
$57.2M -$1.89M -9,198 -3%
CDH
248
Charles D. Hyman
$56.5M +$755K +3,675 +1%
SB
249
Suntrust Banks
Georgia
$55.9M +$15.3M +74,290 +36%
Massachusetts Financial Services
250
Massachusetts Financial Services
Massachusetts
$55.9M -$318K -1,549 -0.5%

BRK.B Hedge Fund Activity: Q1 2018 in Review

2,166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2018, worth a combined $181B — up 0.36% from $180B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BRK.B positions and 73 closed out — a net gain of 34 holders — while 892 added to existing stakes and 850 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $722M. The largest seller was Gates Foundation Trust, cutting an estimated $1.03B.

  • 2,166 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2018, up from 2,160 in Q4 2017.
  • Funds reported $181B of Berkshire Hathaway Class B stock for Q1 2018, up 0.36% quarter-over-quarter.
  • 107 funds opened new Berkshire Hathaway Class B positions in Q1 2018 and 73 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2018 was Deutsche Bank, an estimated $722M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2018 was Gates Foundation Trust, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2018.