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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
AP
351
Archon Partners
New Jersey
$34.3M +$1.59M +7,620 +5%
MLL
352
Moody Lynn & Lieberson
Massachusetts
$34.2M +$3.56M +17,048 +11%
ZIG
353
Zurich Insurance Group
Switzerland
$34.1M +$3.81M +18,230 +12%
NIM
354
Northeast Investment Management
Massachusetts
$34M -$1.11M -5,299 -3%
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$33.9M -$1.82M -8,700 -5%
D.E. Shaw & Co
356
D.E. Shaw & Co
New York
$33.7M -$23.5M -112,581 -41%
SCM
357
Sirios Capital Management
Massachusetts
$33.5M -$4.25M -20,351 -11%
PL
358
Parthenon LLC
Kentucky
$33.2M +$46K +220 +0.1%
FCIM
359
Fairview Capital Investment Management
California
$33.2M +$33.2M +158,894 +4,546%
MA
360
MUFG Americas
New York
$33M +$4.41M +21,119 +15%
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$33M -$2.03M -9,740 -5%
PTC
362
Philadelphia Trust Company
Pennsylvania
$32.8M -$6.5M -31,135 -16%
First Trust Advisors
363
First Trust Advisors
Illinois
$32.6M -$1.48M -7,109 -4%
CTC
364
Central Trust Company
Missouri
$32.4M +$905K +4,331 +3%
AM
365
Account Management
Massachusetts
$32M -$720K -3,445 -2%
CPIG
366
Chicago Partners Investment Group
Illinois
$32M +$643K +3,079 +2%
RG
367
Rathbones Group
United Kingdom
$31.9M -$477K -2,282 -1%
CPSAC
368
Chas P. Smith & Associates (CPS)
Florida
$31.7M -$314K -1,502 -1%
PCM
369
Parsons Capital Management
Rhode Island
$31.7M +$1.04M +5,001 +3%
CC
370
Cadinha & Co
Hawaii
$31.6M -$7.94M -37,996 -20%
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
$31.1M +$17.6M +84,192 +123%
FCMC
372
Founders Capital Management (Connecticut)
Connecticut
$31.1M +$1.33M +6,390 +4%
NB
373
Norinchukin Bank
Japan
$31.1M +$2.99M +14,310 +10%
Twin Tree Management
374
Twin Tree Management
Texas
$30.9M +$20.2M +96,904 +178%
GCM
375
Gabalex Capital Management
New York
$30.6M – – –
13 14
15
16 17

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.