We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class 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: 450540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,2182,397 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
426
Yacktman Asset Management
Texas
$24.3M +$601K +2,878 +2%
HIC
427
Harvey Investment Company
Kentucky
$24.1M -$149K -715 -0.6%
CIC
428
Carnegie Investment Counsel
Ohio
$24.1M +$24.7M +118,190 New
ABC
429
Associated Banc-Corp
Wisconsin
$24M -$426K -2,039 -2%
JWA
430
JFS Wealth Advisors
Pennsylvania
$23.9M -$428K -2,049 -2%
CIM
431
Courant Investment Management
Tennessee
$23.8M -$165K -790 -0.7%
WAM
432
World Asset Management
Michigan
$23.8M -$971K -4,649 -4%
CCM
433
Covington Capital Management
California
$23.8M +$406K +1,946 +2%
RFC
434
Regions Financial Corp
Alabama
$23.6M -$481K -2,305 -2%
MML Investors Services
435
MML Investors Services
Massachusetts
$23.6M +$1.01M +4,814 +4%
WT
436
Whittier Trust
California
$23.6M +$566K +2,711 +2%
BPB
437
Badgley, Phelps & Bell
Washington
$23.6M +$254K +1,216 +1%
CAN
438
Cetera Advisor Networks
California
$23.4M -$60.2K -288 -0.3%
FDCC
439
Foster Dykema Cabot & Co
Massachusetts
$23.3M +$550K +2,631 +2%
GG
440
Gofen & Glossberg
Illinois
$23.2M +$96.7K +463 +0.4%
GJCM
441
Grand Jean Capital Management
California
$22.9M -$211K -1,009 -0.9%
DILIC
442
Dai-ichi Life Insurance Company
Japan
$22.9M +$5.13M +24,553 +28%
HA
443
Halsey Associates
Connecticut
$22.8M +$1.44M +6,890 +7%
AC
444
Avenir Corporation
Virginia
$22.8M +$181K +866 +0.8%
FTIOP
445
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22.6M +$2.07M +9,924 +10%
LA
446
Linden Advisors
New York
$22.5M +$23M +110,000 New
CANC
447
Culbertson A N & Co
Virginia
$22.3M -$387K -1,855 -2%
PC
448
Pecaut & Co
Iowa
$22.2M +$211K +1,010 +0.9%
ZIG
449
Zuckerman Investment Group
Illinois
$22.2M -$1.05M -5,040 -4%
QAM
450
QCI Asset Management
New York
$22.1M +$1.02M +4,864 +5%

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.