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Berkshire Hathaway Class B
BRK.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: 2,397 → 2,419 (+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: 540 → 451 (-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

Top Buyers

1
SAM
SP Asset Management
California
+$548M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$462M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$428M
4
Legal & General Group
Legal & General Group
United Kingdom
+$305M
5
Renaissance Technologies
Renaissance Technologies
New York
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.01B
2
Capital International Investors
Capital International Investors
California
-$406M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$297M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2476
Orgel Wealth Management
Wisconsin
– -$387K -1,897 Closed
AIA
2477
Armor Investment Advisors
North Carolina
– -$380K -1,859 Closed
WANY
2478
Wealthspire Advisors (New York)
New York
– -$307K -1,502 Closed
MC
2479
Mathes Company
New York
– -$296K -1,450 Closed
SCM
2480
Shapiro Capital Management
Georgia
– -$259K -1,270 Closed
CMBA
2481
C.M. Bidwell & Associates
Hawaii
– -$253K -1,240 Closed
RR
2482
Robotti Robert
– -$251K -1,233 Closed
SHA
2483
Seneca House Advisors
Virginia
– -$238K -1,165 Closed
SFWA
2484
Summit Financial Wealth Advisors
Louisiana
– -$235K -1,150 Closed
S
2485
Surevest
California
– -$216K -1,056 Closed
GA
2486
Geller Advisors
New York
– -$214K -1,050 Closed
DE
2487
Day & Ennis
Georgia
– -$207K -1,015 Closed
CM
2488
Capital Management
Virginia
– -$204K -1,000 Closed
CWA
2489
Cypress Wealth Advisors
California
– -$203K -994 Closed
BCM
2490
Brasada Capital Management
Texas
– -$196K -961 Closed
PCM
2491
PenderFund Capital Management
British Columbia, Canada
– -$243K -900 Closed
OBWP
2492
O'Brien Wealth Partners
Massachusetts
– -$119K -600 Closed
OWA
2493
Outlook Wealth Advisors
Texas
– -$1.04M -509 Closed
BOPW
2494
Brandywine Oak Private Wealth
Pennsylvania
– -$93K -460 Closed
KIG
2495
Kessler Investment Group
Indiana
– -$94K -460 Closed
TFA
2496
Transamerica Financial Advisors
Florida
– -$91K -442 Closed
VRM
2497
Vectors Research Management
New York
– -$89K -438 Closed
MIFH
2498
Migdal Insurance & Financial Holdings
Israel
– -$32K -155 Closed
FC
2499
Fiduciary Counselling
Minnesota
– -$21K -101 Closed
ED
2500
Exane Derivatives
France
– -$14.3K -70 Closed
97 98 99
100
101

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.