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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
CK
251
Cohen Klingenstein
New York
$56.4M +$43.9M +217,424 +343%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$56.2M +$1.06M +5,231 +2%
BCM
253
Bronte Capital Management
Australia
$55.9M +$171K +845 +0.3%
FFA
254
First Foundation Advisors
California
$55.9M +$757K +3,748 +1%
RE
255
RBC Europe
United Kingdom
$55.7M +$9.41M +46,637 +20%
MSA
256
Mason Street Advisors
Wisconsin
$55.7M +$635K +3,144 +1%
FANJ
257
Financial Architects (New Jersey)
New Jersey
$55.3M +$980K +4,853 +2%
SJL
258
Shayne & Jacobs LLC
Tennessee
$54.5M -$765K -3,790 -1%
WP
259
WealthPLAN Partners
Nebraska
$54.4M -$424K -2,099 -0.8%
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$54M +$17.4M +86,286 +47%
HNB
261
Huntington National Bank
Ohio
$53.7M -$304K -1,507 -0.6%
TF
262
TIAA FSB
Florida
$53.5M +$135K +671 +0.3%
SFG
263
Sather Financial Group
Texas
$52.7M +$327K +1,619 +0.6%
TBC
264
Tweedy, Browne Co
Connecticut
$52.4M -$368K -1,822 -0.7%
SA
265
SQ Advisors
Florida
$52.3M -$76.1M -376,785 -59%
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$52.3M -$26.2M -129,654 -33%
MAA
267
Mraz Amerine & Associates
California
$52.2M -$279K -1,383 -0.5%
MOACM
268
Mutual of America Capital Management
New York
$52.1M +$930K +4,609 +2%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$52.1M -$309K -1,533 -0.6%
SBH
270
Segall Bryant & Hamill
Illinois
$51.8M -$505K -2,501 -1%
CWM
271
CIBC World Markets
New York
$51.7M -$2.85M -14,106 -5%
SWA
272
SFMG Wealth Advisors
Texas
$51.3M -$1.8M -8,916 -3%
AB
273
Amalgamated Bank
New York
$50.8M +$1.59M +7,879 +3%
CBOA
274
Commonwealth Bank of Australia
Australia
$50.7M -$747K -3,700 -1%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$50.5M +$207K +1,024 +0.4%
9 10
11
12 13

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.