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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
EDRH
551
Edmond de Rothschild Holding
Switzerland
$15M +$605K +2,995 +4%
ST
552
Spinnaker Trust
Maine
$14.9M -$63.6K -315 -0.4%
MRCM
553
M&R Capital Management
New Jersey
$14.8M -$183K -907 -1%
BSW
554
Buckingham Strategic Wealth
Missouri
$14.8M +$521K +2,579 +4%
S
555
SignatureFD
Georgia
$14.7M -$135K -670 -0.9%
RC
556
RBO & Co
California
$14.6M +$27.3K +135 +0.2%
FBB
557
Fulton Breakefield Broenniman
Maryland
$14.6M -$259K -1,282 -2%
FWCM
558
Ferguson Wellman Capital Management
Oregon
$14.3M -$184K -911 -1%
KAM
559
Knightsbridge Asset Management
California
$14.2M -$230K -1,137 -2%
TIP
560
Torray Investment Partners
Maryland
$14.2M -$177K -875 -1%
CA
561
Cetera Advisors
Colorado
$14.2M -$46.8K -232 -0.3%
SNB
562
Security National Bank
Nebraska
$14.1M +$443K +2,195 +3%
Macquarie Group
563
Macquarie Group
Australia
$14.1M -$14.8M -73,108 -51%
WWM
564
Western Wealth Management
Colorado
$14.1M +$387K +1,915 +3%
KCM
565
Kanawha Capital Management
Virginia
$14.1M -$128K -632 -0.9%
SC
566
Spindletop Capital
New York
$14.1M
WMSA
567
Weiss Multi-Strategy Advisers
New York
$14.1M +$14.1M +70,000 New
CFA
568
Carroll Financial Associates
North Carolina
$14M +$141K +698 +1%
CAM
569
Carret Asset Management
New York
$14M -$141K -700 -1%
GLLW
570
Graves Light Lenhart Wealth
Virginia
$13.9M +$560K +2,776 +4%
MGIA
571
Moneta Group Investment Advisors
Missouri
$13.9M -$224K -1,111 -2%
MA
572
Montag & Associates
Georgia
$13.9M +$295K +1,460 +2%
LC
573
Lincoln Capital
Nebraska
$13.9M -$281K -1,391 -2%
CAM
574
Claret Asset Management
Quebec, Canada
$13.8M -$47.4K -235 -0.3%
FWM
575
Frontier Wealth Management
Missouri
$13.8M +$990K +4,905 +8%

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.