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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SP Asset Management
Cupertino,
California
|
+$548M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$462M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$428M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$305M |
| 5 |
Renaissance Technologies
New York
|
+$270M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.01B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$406M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$359M |
| 4 |
Asset Management One
Tokyo,
Japan
|
-$297M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$182M |
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.