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Berkshire Hathaway Class B
BRK.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: 2,397 → 2,419 (+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: 540 → 451 (-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

Top Buyers

1
SAM
SP Asset Management
California
+$548M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$462M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$428M
4
Legal & General Group
Legal & General Group
United Kingdom
+$305M
5
Renaissance Technologies
Renaissance Technologies
New York
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.01B
2
Capital International Investors
Capital International Investors
California
-$406M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$297M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
451
Cetera Advisor Networks
California
$22.1M -$973K -4,820 -4%
HA
452
Halsey Associates
Connecticut
$21.9M -$507K -2,514 -2%
RHBC
453
R.H. Bluestein & Co
Michigan
$21.8M +$10.7M +52,818 +95%
CAMG
454
CWA Asset Management Group
Florida
$21.6M -$26.2K -130 -0.1%
CANC
455
Culbertson A N & Co
Virginia
$21.5M -$390K -1,932 -2%
WIC
456
Whitegate Investment Counselors
New Hampshire
$21.5M +$280K +1,385 +1%
FNT
457
First Nebraska Trust
Nebraska
$21.5M -$164K -813 -0.8%
ZIG
458
Zuckerman Investment Group
Illinois
$21.4M -$422K -2,091 -2%
BAM
459
Burgundy Asset Management
Ontario, Canada
$21.4M -$225K -1,115 -1%
BF
460
BOK Financial
Oklahoma
$21.4M +$1.17M +5,819 +6%
TCM
461
Twin Capital Management
Pennsylvania
$21.2M +$40.4K +200 +0.2%
GD
462
Grandfield & Dodd
New York
$20.9M -$53.5K -265 -0.3%
TCOV
463
Trust Company of Vermont
Vermont
$20.9M +$198K +980 +1%
WI
464
Wintrust Investments
Illinois
$20.9M +$544K +2,694 +3%
SC
465
Saybrook Capital
North Carolina
$20.9M +$25.4K +126 +0.1%
CGH
466
Crossmark Global Holdings
Texas
$20.8M +$64K +317 +0.3%
HI
467
Hendershot Investments
Virginia
$20.6M +$1.09M +5,419 +6%
LSERS
468
Louisiana State Employees Retirement System
Louisiana
$20.6M +$121K +600 +0.6%
GIC
469
GFI Investment Counsel
Ontario, Canada
$20.5M +$653K +3,234 +3%
Walleye Trading
470
Walleye Trading
New York
$20.4M -$23.1M -114,390 -53%
GC
471
Guggenheim Capital
Illinois
$20.3M -$904K -4,478 -4%
Victory Capital Management
472
Victory Capital Management
Texas
$20.2M -$6.12M -30,322 -23%
UONDDL
473
University of Notre Dame du Lac
Indiana
$20.2M – – –
WAM
474
Wolverine Asset Management
Illinois
$20.2M +$10.6M +52,718 +111%
GPCM
475
Greenbrier Partners Capital Management
Texas
$20.1M – – –
17 18
19
20 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.