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Berkshire Hathaway Class B
BRK.B

2,397 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 811 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 83

83% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.03B

20% more funds holding in top 10

Funds holding in top 10: 450 → 540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,218 → 2,397 (+179)

1.28% more ownership

Funds ownership: 66.11% → 67.38% (+1.3%)

3% less capital invested

Capital invested by funds: $193B → $187B (-$6.3B)

Holders
2,397
Holders Change
+179
Holders Change %
+8.07%
% of All Funds
53.41%
Holding in Top 10
540
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20%
% of All Funds
12.03%
New
285
Increased
972
Reduced
811
Closed
83
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$956M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$822M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$820M
4
BlackRock
BlackRock
New York
+$620M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$457M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
-$534M
3
State Street
State Street
Massachusetts
-$520M
4
CWM
Cornerstone Wealth Management
Missouri
-$347M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
251
Sarbit Advisory Services
Manitoba, Canada
$55.5M – – –
CWM
252
CIBC World Markets
New York
$55.5M +$3.07M +14,695 +6%
WP
253
WealthPLAN Partners
Nebraska
$55.4M -$1.4M -6,716 -2%
CB
254
Cooke & Bieler
Pennsylvania
$55.3M -$20.8M -99,673 -27%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$55.2M +$1.37M +6,545 +2%
HNB
256
Huntington National Bank
Ohio
$54.9M +$1.09M +5,203 +2%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$54.4M +$4.25M +20,368 +8%
TF
258
TIAA FSB
Florida
$54.2M +$703K +3,364 +1%
SWA
259
SFMG Wealth Advisors
Texas
$53.9M -$64.3K -308 -0.1%
TBC
260
Tweedy, Browne Co
Connecticut
$53.6M +$5.25M +25,139 +11%
MAA
261
Mraz Amerine & Associates
California
$53.4M +$252K +1,207 +0.5%
SFG
262
Sather Financial Group
Texas
$53.2M +$665K +3,183 +1%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$53.2M +$717K +3,434 +1%
SBH
264
Segall Bryant & Hamill
Illinois
$53.2M +$867K +4,152 +2%
CBOA
265
Commonwealth Bank of Australia
Australia
$52.3M +$4.95M +23,704 +10%
MOACM
266
Mutual of America Capital Management
New York
$52.1M +$648K +3,101 +1%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$51.1M -$204K -977 -0.4%
PI
268
Putnam Investments
Massachusetts
$50.7M +$7.36M +35,228 +17%
Fisher Asset Management
269
Fisher Asset Management
Washington
$50.6M -$9.26M -44,327 -15%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$50.6M -$170K -816 -0.3%
SJIC
271
St. James Investment Company
Texas
$50.4M -$2.19M -10,470 -4%
PAG
272
Private Advisor Group
New Jersey
$50.3M +$2.92M +13,999 +6%
BTW
273
Boston Trust Walden
Massachusetts
$50.2M -$4.38M -20,965 -8%
AB
274
Amalgamated Bank
New York
$50.1M -$1.1M -5,243 -2%
BFS
275
Bradley Foster & Sargent
Connecticut
$49.8M -$587K -2,808 -1%
9 10
11
12 13

BRK.B Hedge Fund Activity: Q4 2018 in Review

2,397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2018, worth a combined $187B — down 3.3% from $193B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new BRK.B positions and 83 closed out — a net gain of 202 holders — while 972 added to existing stakes and 811 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $956M. The largest seller was Gates Foundation Trust, cutting an estimated $1.04B.

  • 2,397 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2018, up from 2,218 in Q3 2018.
  • Funds reported $187B of Berkshire Hathaway Class B stock for Q4 2018, down 3.3% quarter-over-quarter.
  • 285 funds opened new Berkshire Hathaway Class B positions in Q4 2018 and 83 closed out, a net change of +202 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2018 was Magellan Asset Management, an estimated $956M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2018 was Gates Foundation Trust, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2018.