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Berkshire Hathaway Class B
BRK.B

2,166 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 892 increasing their positions, 850 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

30% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.69B

2% more funds holding in top 10

Funds holding in top 10: 441 → 450 (+9)

5% more repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 850

0% more capital invested

Capital invested by funds: $180B → $181B (+$655M)

0% more funds holding

Funds holding: 2,160 → 2,166 (+6)

0.89% less ownership

Funds ownership: 68.45% → 67.56% (-0.89%)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
49.64%
Holding in Top 10
450
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.04%
% of All Funds
10.31%
New
107
Increased
892
Reduced
850
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$722M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$506M
3
EVM
Eaton Vance Management
Massachusetts
+$438M
4
BlackRock
BlackRock
New York
+$383M
5
Goldman Sachs
Goldman Sachs
New York
+$311M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
State Street
State Street
Massachusetts
-$781M
3
CC
Claybrook Capital
Massachusetts
-$580M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$422M
5
SOMRS
State of Michigan Retirement System
Michigan
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$923M +$25.5M +124,139 +3%
UBS AM
27
UBS AM
Illinois
$899M +$94.9M +462,157 +11%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$870M -$1.58M -7,717 -0.2%
BBHC
29
Brown Brothers Harriman & Co
New York
$860M -$8.94M -43,560 -1%
EVM
30
Eaton Vance Management
Massachusetts
$849M +$438M +2,132,978 +100%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$842M +$167M +814,820 +24%
Principal Financial Group
32
Principal Financial Group
Iowa
$826M +$30.3M +147,403 +4%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$779M +$97M +472,610 +14%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$746M +$10.2M +49,802 +1%
PPA
35
Parametric Portfolio Associates
Washington
$741M +$41.8M +203,527 +6%
FMI
36
Fiduciary Management Inc
Wisconsin
$731M +$2.68M +13,071 +0.4%
UBS Group
37
UBS Group
Switzerland
$702M -$73.7M -358,702 -9%
APG Asset Management
38
APG Asset Management
Netherlands
$694M -$94.7M -461,100 -10%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$689M -$3.97M -19,341 -0.6%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$687M -$20.9M -101,611 -3%
TA
41
Teachers Advisors
New York
$682M -$9.53M -46,417 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$681M +$77.2M +376,207 +12%
Prudential Financial
43
Prudential Financial
New Jersey
$670M -$84.8M -412,970 -11%
Creative Planning
44
Creative Planning
Kansas
$667M +$72.6M +353,402 +12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$647M -$2.49M -12,118 -0.4%
Fidelity International
46
Fidelity International
Bermuda
$647M -$73.1M -356,125 -10%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$640M -$52.3M -254,525 -7%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$637M -$6.95M -33,866 -1%
Fisher Asset Management
49
Fisher Asset Management
Washington
$637M +$32M +155,804 +5%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$587M +$39M +189,994 +7%
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BRK.B Hedge Fund Activity: Q1 2018 in Review

2,166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2018, worth a combined $181B — up 0.36% from $180B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BRK.B positions and 73 closed out — a net gain of 34 holders — while 892 added to existing stakes and 850 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $722M. The largest seller was Gates Foundation Trust, cutting an estimated $1.03B.

  • 2,166 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2018, up from 2,160 in Q4 2017.
  • Funds reported $181B of Berkshire Hathaway Class B stock for Q1 2018, up 0.36% quarter-over-quarter.
  • 107 funds opened new Berkshire Hathaway Class B positions in Q1 2018 and 73 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2018 was Deutsche Bank, an estimated $722M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2018 was Gates Foundation Trust, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2018.