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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
VCM
326
Voleon Capital Management
California
$40.2M +$20.2M +100,000 +100%
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$39.9M -$2.52M -12,500 -6%
LWM
328
Lenox Wealth Management
Ohio
$39.5M -$232K -1,148 -0.6%
RCAMU
329
Rothschild & Co Asset Management US
Connecticut
$38.9M -$24.3M -120,496 -38%
SCI
330
S&CO Inc
Massachusetts
$38.9M -$152K -755 -0.4%
CVM
331
Cheviot Value Management
California
$38.9M +$404K +2,003 +1%
QI
332
QV Investors
Alberta, Canada
$38.8M +$848K +4,200 +2%
Luther King Capital Management (LKCM)
333
Luther King Capital Management (LKCM)
Texas
$38.3M -$2.45M -12,121 -6%
SIC
334
Salem Investment Counselors
North Carolina
$38.2M -$305K -1,510 -0.8%
DnB Asset Management
335
DnB Asset Management
Norway
$37.9M +$2.64M +13,081 +7%
ACM
336
Alta Capital Management
Utah
$37.9M -$234K -1,157 -0.6%
Mariner
337
Mariner
Kansas
$37.4M +$10.7M +52,883 +30%
SAM
338
Sawgrass Asset Management
Florida
$37.2M -$612K -3,032 -2%
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$37.1M +$1.15M +5,686 +3%
LWCA
340
Locust Wood Capital Advisers
New York
$37.1M -$20.9M -103,337 -36%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$37.1M -$1.44M -7,156 -4%
IC
342
InterOcean Capital
Illinois
$37M +$1.52M +7,548 +4%
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$37M +$2.47M +12,239 +7%
TH
344
TCTC Holdings
Texas
$37M -$841K -4,165 -2%
SAIG
345
Semper Augustus Investments Group
Colorado
$36.4M +$53.1K +263 +0.1%
AIA
346
Avalon Investment & Advisory
Texas
$35.9M -$34.2M -169,345 -49%
CIM
347
Confluence Investment Management
Missouri
$35.6M -$347K -1,717 -1%
TAM
348
Tocqueville Asset Management
New York
$35.6M +$321K +1,590 +0.9%
FCIM
349
Fairview Capital Investment Management
California
$35.3M +$2.68M +13,286 +8%
CB
350
Commerce Bank
Missouri
$34.9M -$548K -2,714 -2%
12 13
14
15 16

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.