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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
ACM
326
Alta Capital Management
Utah
$38.7M -$1.48M -7,108 -4%
QI
327
QV Investors
Alberta, Canada
$38.6M -$8.94M -42,810 -18%
SAM
328
Sawgrass Asset Management
Florida
$38.4M -$895K -4,285 -2%
TH
329
TCTC Holdings
Texas
$38.4M -$380K -1,821 -1%
TAM
330
Tyers Asset Management
Texas
$38.3M +$4.78M +22,904 +14%
MC
331
Metropolis Capital
United Kingdom
$38.2M +$39M +186,860 New
Connor, Clark & Lunn Investment Management (CC&L)
332
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37.4M -$914K -4,375 -2%
Robeco Institutional Asset Management
333
Robeco Institutional Asset Management
Netherlands
$37.2M +$2.75M +13,170 +8%
Wolverine Trading
334
Wolverine Trading
Illinois
$37.1M +$13.7M +65,485 +56%
SAIG
335
Semper Augustus Investments Group
Colorado
$37M -$633K -3,030 -2%
SIC
336
Salem Investment Counselors
North Carolina
$36.8M +$315K +1,510 +0.8%
SCA
337
STALEY CAPITAL ADVISERS
Pennsylvania
$36.6M -$901K -4,313 -2%
CIM
338
Confluence Investment Management
Missouri
$36.6M -$435K -2,084 -1%
Mariner
339
Mariner
Kansas
$36.3M +$4.19M +20,057 +13%
IC
340
InterOcean Capital
Illinois
$36.1M +$3.49M +16,723 +10%
CB
341
Commerce Bank
Missouri
$36.1M +$1.67M +8,013 +5%
DnB Asset Management
342
DnB Asset Management
Norway
$35.9M +$3.33M +15,960 +10%
TAM
343
Tocqueville Asset Management
New York
$35.8M +$8.16M +39,079 +29%
FRM
344
Foundation Resource Management
Arkansas
$35.6M -$25.5K -122 -0.1%
AIM
345
Allen Investment Management
New York
$35.6M -$947K -4,532 -3%
CAM
346
Close Asset Management
United Kingdom
$35.6M +$71.5M +342,297 +1,523%
MJRIC
347
Mogy Joel R Investment Counsel
California
$35.1M -$206K -988 -0.6%
ECAM
348
East Coast Asset Management
Massachusetts
$34.6M +$334K +1,597 +1%
HCM
349
Horan Capital Management
Maryland
$34.4M +$201K +961 +0.6%
IG
350
ING Group
Netherlands
$34.4M -$14.4M -69,111 -29%
12 13
14
15 16

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.