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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
AC
426
Allstate Corporation
Illinois
$24.4M -$24.2K -120 -0.1%
Mercer Global Advisors
427
Mercer Global Advisors
Colorado
$24.4M +$24.5M +121,221 New
RC
428
RegentAtlantic Capital
New Jersey
$24.3M -$2.05M -10,172 -8%
YAM
429
Yacktman Asset Management
Texas
$24.3M +$382K +1,891 +2%
PIA
430
Piedmont Investment Advisors
North Carolina
$24.2M +$11.3M +55,778 +86%
NPA
431
Nichols & Pratt Advisers
Massachusetts
$24.1M +$70.6K +350 +0.3%
DZ Bank
432
DZ Bank
Germany
$24M +$12.5M +62,048 +108%
DOA
433
D'Orazio & Associates
Virginia
$23.9M -$680K -3,369 -3%
VIMU
434
Veritas Investment Management (UK)
United Kingdom
$23.5M -$766K -3,797 -3%
CIM
435
Courant Investment Management
Tennessee
$23.4M -$25.2K -125 -0.1%
CCM
436
Covington Capital Management
California
$23.4M -$20.2K -100 -0.1%
WT
437
Whittier Trust
California
$23.2M +$35.5K +176 +0.2%
JWA
438
JFS Wealth Advisors
Pennsylvania
$23.2M -$275K -1,363 -1%
AC
439
Avenir Corporation
Virginia
$23.2M +$784K +3,886 +3%
MCIM
440
Meadow Creek Investment Management
Georgia
$23.1M +$1.53M +7,600 +7%
HKAM
441
Horizon Kinetics Asset Management
New York
$23M +$23.1M +114,408 New
RFC
442
Regions Financial Corp
Alabama
$22.9M -$274K -1,355 -1%
CIC
443
Chilton Investment Company
Connecticut
$22.9M -$43.5M -215,737 -65%
COPPSERS
444
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.8M +$1.52M +7,554 +7%
FDCC
445
Foster Dykema Cabot & Co
Massachusetts
$22.8M -$133K -660 -0.6%
GG
446
Gofen & Glossberg
Illinois
$22.7M -$117K -581 -0.5%
AT
447
AMF Tjänstepension
Sweden
$22.6M -$1.7M -8,398 -7%
GJCM
448
Grand Jean Capital Management
California
$22.4M -$102K -503 -0.4%
PC
449
Pecaut & Co
Iowa
$22.3M +$445K +2,207 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
450
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.2M +$3.84M +19,000 +21%

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.