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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
Twin Tree Management
526
Twin Tree Management
Texas
$16.8M -$13.6M -67,582 -45%
BAM
527
Barrett Asset Management
New York
$16.8M +$61.6K +305 +0.4%
JIC
528
Johnson Investment Counsel
Ohio
$16.8M -$682K -3,377 -4%
GP
529
Greenline Partners
New York
$16.7M +$182K +900 +1%
BWP
530
Baldwin Wealth Partners
Massachusetts
$16.7M -$1.11M -5,497 -6%
IPGDR
531
Investidor Profissional Gestao de Recursos
Brazil
$16.7M -$3.97M -19,683 -19%
NCM
532
Novare Capital Management
North Carolina
$16.4M -$533K -2,640 -3%
TI
533
TT International
United Kingdom
$16.4M +$2.53M +12,514 +18%
CEP
534
Chicago Equity Partners
Illinois
$16.3M -$467K -2,315 -3%
ECM
535
Elgethun Capital Management
South Dakota
$16.3M +$482K +2,386 +3%
GT
536
Greenleaf Trust
Michigan
$16.2M +$3.39M +16,785 +26%
CAPTRUST Financial Advisors
537
CAPTRUST Financial Advisors
North Carolina
$16.2M +$972K +4,817 +6%
DWM
538
Doyle Wealth Management
Florida
$16.2M +$486K +2,409 +3%
HLCM
539
Hi-Line Capital Management
South Dakota
$16.1M +$223K +1,106 +1%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$16M +$244K +1,209 +2%
KAS
541
Kemnay Advisory Services
New York
$16M +$9.15M +45,351 +133%
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$15.9M +$2.79M +13,820 +21%
WF
543
Welch & Forbes
Massachusetts
$15.8M -$32.1K -159 -0.2%
BCM
544
Bridgeway Capital Management
Texas
$15.8M +$2.36M +11,700 +17%
IGGA
545
Iron Gate Global Advisors
Utah
$15.7M +$42.8K +212 +0.3%
WTC
546
WhitTier Trust Company
Nevada
$15.5M +$148K +735 +1%
VFA
547
Valeo Financial Advisors
Indiana
$15.5M +$161K +798 +1%
DP
548
DDD Partners
Washington
$15.5M +$1.71M +8,495 +12%
SIG
549
Schaller Investment Group
North Carolina
$15.3M -$141K -700 -0.9%
MCM
550
McKinley Capital Management
Alaska
$15.2M +$590K +2,921 +4%

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.