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Berkshire Hathaway Class 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: 2,3972,419 (+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: 540451 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
401
Gamble Jones Investment Counsel
California
$27.4M +$1.14M +5,663 +4%
SAM
402
Shell Asset Management
Netherlands
$27.3M +$140K +694 +0.5%
NFGCM
403
Norman Fields Gottscho Capital Management
New York
$27.3M +$149K +740 +0.5%
First Trust Advisors
404
First Trust Advisors
Illinois
$27.1M -$5.01M -24,827 -16%
AMAL
405
Asset Management Advisors LLC
Oklahoma
$27.1M +$54.3K +269 +0.2%
QAM
406
QCI Asset Management
New York
$26.8M +$5.07M +25,119 +23%
AII
407
AGF Investments Inc
Ontario, Canada
$26.7M +$1.46M +7,216 +6%
MLL
408
Moody Lynn & Lieberson
Massachusetts
$26.7M -$7M -34,689 -21%
DC
409
Defender Capital
North Carolina
$26.6M +$1.47M +7,274 +6%
SFM
410
Stack Financial Management
Montana
$26.5M +$61K +302 +0.2%
FCM
411
Fairholme Capital Management
Florida
$26.5M +$26.6M +131,825 New
AMCA
412
Arthur M. Cohen & Associates
Illinois
$26.4M +$866K +4,289 +3%
LIC
413
Lodestar Investment Counsel
Illinois
$26.3M -$144K -711 -0.5%
FNBOO
414
First National Bank of Omaha
Nebraska
$26.3M +$624K +3,092 +2%
MML Investors Services
415
MML Investors Services
Massachusetts
$26M +$2.85M +14,117 +12%
SRC
416
Shufro Rose & Co
New York
$26M -$311K -1,542 -1%
AC
417
Athanor Capital
New York
$25.9M +$26.1M +129,147 New
RCM
418
Rockshelter Capital Management
Pennsylvania
$25.7M -$321K -1,590 -1%
ABC
419
Associated Banc-Corp
Wisconsin
$25.1M +$1.45M +7,183 +6%
WPIC
420
White Pine Investment Company
Michigan
$25.1M -$99.9K -495 -0.4%
WAM
421
World Asset Management
Michigan
$24.7M +$1.33M +6,611 +6%
BPB
422
Badgley, Phelps & Bell
Washington
$24.7M +$1.51M +7,503 +7%
HIC
423
Harvey Investment Company
Kentucky
$24.6M +$837K +4,145 +4%
OTPPB
424
Ontario Teachers' Pension Plan Board
Ontario, Canada
$24.5M -$4.14M -20,515 -14%
ZIG
425
Zurich Insurance Group
Switzerland
$24.5M -$9.1M -45,060 -27%

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.