We are live on ! Find out more
BRK.B icon

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
BUB
576
BBVA USA Bancshares
Texas
$13.8M +$21.6K +107 +0.2%
JCM
577
Janney Capital Management
Pennsylvania
$13.7M -$822K -4,073 -6%
BAPIM
578
British Airways Pensions Investment Management
United Kingdom
$13.7M
Wealthfront Advisers
579
Wealthfront Advisers
California
$13.6M -$1.3M -6,455 -9%
AIM
580
Achmea Investment Management
Netherlands
$13.5M -$937K -4,641 -6%
RFA
581
Reilly Financial Advisors
California
$13.5M +$86.8K +430 +0.6%
SWM
582
Segment Wealth Management
Texas
$13.5M +$969K +4,801 +8%
N
583
Nuveen
North Carolina
$13.4M -$4.76M -23,587 -26%
NCM
584
New Capital Management
Texas
$13.4M -$15.9M -78,530 -54%
RMC
585
Regis Management Company
California
$13.4M +$6.73M +33,325 +100%
CFG
586
Citizens Financial Group
Rhode Island
$13.3M +$370K +1,831 +3%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$13.2M -$328K -1,627 -2%
Skandinaviska Enskilda Banken (SEB)
588
Skandinaviska Enskilda Banken (SEB)
Sweden
$13M +$115K +570 +0.9%
PAM
589
Premier Asset Management
Illinois
$13M -$40.6K -201 -0.3%
H
590
HoyleCohen
California
$13M -$66.2K -328 -0.5%
SFA
591
Sequoia Financial Advisors
Ohio
$13M +$1.08M +5,333 +9%
HB
592
Homrich & Berg
Georgia
$12.9M -$397K -1,969 -3%
CPC
593
Congress Park Capital
New York
$12.9M +$336K +1,664 +3%
OI
594
Oakbrook Investments
Illinois
$12.9M -$161K -800 -1%
DA
595
Denali Advisors
California
$12.9M -$4.4M -21,800 -25%
BFO
596
Boston Family Office
Massachusetts
$12.8M -$88.2K -437 -0.7%
RIL
597
Rothschild Investment LLC
Illinois
$12.8M +$677K +3,352 +6%
PGIM
598
Pacific Global Investment Management
California
$12.8M -$83.4K -413 -0.6%
BEAM
599
Baker Ellis Asset Management
Washington
$12.8M -$74.7K -370 -0.6%
PA
600
Parallel Advisors
California
$12.8M +$88.8K +440 +0.7%

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.