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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
SG Americas Securities
376
SG Americas Securities
New York
$30.4M +$12.9M +61,697 +71%
CAG
377
Crestwood Advisors Group
Massachusetts
$30.3M -$114K -545 -0.4%
RC
378
Roundview Capital
New Jersey
$30.3M +$838K +4,011 +3%
RIG
379
Roosevelt Investment Group
New York
$30.2M +$1.23M +5,887 +4%
SIM
380
Sentry Investment Management
Wisconsin
$30.2M -$797K -3,816 -3%
NA
381
Neuburgh Advisers
California
$30.1M +$3.76M +17,996 +14%
OWP
382
Obermeyer Wealth Partners
Colorado
$30M -$419K -2,007 -1%
JVBC
383
J.V. Bruni & Co
Colorado
$29.9M -$1.06M -5,074 -3%
GAM
384
Gotham Asset Management
New York
$29.8M +$5.15M +24,661 +20%
NCM
385
New Capital Management
Texas
$29.7M -$49.9K -239 -0.2%
FAM
386
Fenimore Asset Management
New York
$29.3M +$518K +2,482 +2%
Macquarie Group
387
Macquarie Group
Australia
$29.3M +$18.7M +89,407 +166%
NAM
388
Nissay Asset Management
Japan
$29.2M +$574K +2,750 +2%
OTPPB
389
Ontario Teachers' Pension Plan Board
Ontario, Canada
$29.1M +$1.01M +4,859 +4%
DWM
390
Destination Wealth Management
California
$28.9M +$287K +1,375 +1%
SIM
391
Sprucegrove Investment Management
Ontario, Canada
$28.8M -$2.42M -11,570 -8%
BBI
392
Baxter Bros Inc
Connecticut
$28.7M +$667K +3,191 +2%
ICP
393
Ironvine Capital Partners
Nebraska
$28.7M +$1.04M +5,002 +4%
ACM
394
Aquamarine Capital Management
New York
$28.7M – – –
Lazard Asset Management
395
Lazard Asset Management
New York
$28.4M -$8.95M -42,872 -24%
LI
396
Lafayette Investments
Maryland
$28.2M +$58.7K +281 +0.2%
HK
397
Horizon Kinetics
New York
$27.7M -$1.53M -7,318 -5%
SAM
398
Shell Asset Management
Netherlands
$27.6M -$3.89M -18,640 -12%
NFGCM
399
Norman Fields Gottscho Capital Management
New York
$27.6M +$126K +605 +0.5%
AFA
400
American Financial Advisors
Georgia
$27.5M +$28.1M +134,460 New
14 15
16
17 18

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.