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Berkshire Hathaway Class B

2,419 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,024 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 81

35% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $1.98B

11% more repeat investments, than reductions

Existing positions increased: 1,024 | Existing positions reduced: 919

1% more funds holding

Funds holding: 2,3972,419 (+22)

0.5% less ownership

Funds ownership: 67.38%66.88% (-0.5%)

2% less capital invested

Capital invested by funds: $187B → $184B (-$3B)

16% less funds holding in top 10

Funds holding in top 10: 540451 (-89)

Holders
2,419
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.36%
Holding in Top 10
451
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.48%
% of All Funds
9.76%
New
136
Increased
1,024
Reduced
919
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$64.8M -$1.69M -8,394 -3%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$64.8M -$1.69M -8,394 -3%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$64.7M -$1.46M -7,217 -2%
VDBMI
229
Van Den Berg Management I
Texas
$64.3M -$1.31M -6,486 -2%
KBC Group
230
KBC Group
Belgium
$64.1M +$5.88M +29,124 +10%
VRS
231
Virginia Retirement Systems
Virginia
$63.9M +$989K +4,900 +2%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$63.5M +$370K +1,835 +0.6%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$63.5M -$1.48M -7,351 -2%
KeyBank National Association
234
KeyBank National Association
Ohio
$63M -$760K -3,766 -1%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$62.9M -$24.2M -119,789 -28%
GIBU
236
Gulf International Bank (UK)
United Kingdom
$61.8M +$809K +4,010 +1%
Connor, Clark & Lunn Investment Management (CC&L)
237
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$61.7M +$25.1M +124,243 +68%
KFC
238
Klingenstein Fields & Co
New York
$60.7M -$115M -569,183 -65%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$60.4M +$1.09M +5,393 +2%
CDH
240
Charles D. Hyman
$59.6M +$448K +2,220 +0.8%
SC
241
Scotia Capital
Ontario, Canada
$59.4M +$3.52M +17,460 +6%
NMIMC
242
Northwestern Mutual Investment Management Company
Wisconsin
$59.4M +$434K +2,148 +0.7%
ERSOT
243
Employees Retirement System of Texas
Texas
$59.2M
PMG
244
Private Management Group
California
$58.5M -$490K -2,426 -0.8%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$58M +$4.54M +22,484 +8%
IVA
246
International Value Advisers
$58M -$1.81M -8,951 -3%
SAS
247
Sarbit Advisory Services
Manitoba, Canada
$57.7M +$3.23M +16,000 +6%
ACM
248
AKRE Capital Management
Virginia
$57.5M +$40.4K +200 +0.1%
ISL
249
Ingalls & Snyder LLC
New York
$57.1M +$313K +1,550 +0.5%
MLICM
250
Metropolitan Life Insurance Company (MetLife)
New York
$56.8M -$2M -9,887 -3%

BRK.B Hedge Fund Activity: Q1 2019 in Review

2,419 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2019, worth a combined $184B — down 1.6% from $187B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BRK.B positions and 81 closed out — a net gain of 55 holders — while 1,024 added to existing stakes and 919 trimmed.

The largest buyer was SP Asset Management, adding an estimated $548M. The largest seller was Gates Foundation Trust, cutting an estimated $1.01B.

  • 2,419 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2019, up from 2,397 in Q4 2018.
  • Funds reported $184B of Berkshire Hathaway Class B stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 136 funds opened new Berkshire Hathaway Class B positions in Q1 2019 and 81 closed out, a net change of +55 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2019 was SP Asset Management, an estimated $548M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2019 was Gates Foundation Trust, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2019.