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Berkshire Hathaway Class 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: 441450 (+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: 2,1602,166 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$562M +$99.1M +482,744 +21%
Invesco
52
Invesco
Georgia
$562M -$13.3M -64,839 -2%
CS
53
Credit Suisse
Switzerland
$546M +$44.5M +216,839 +9%
First Manhattan
54
First Manhattan
New York
$529M -$4.71M -22,946 -0.9%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$528M +$5.48M +26,677 +1%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$519M -$12.1M -59,154 -2%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$516M -$30.9M -150,300 -5%
GRQ
58
Gardner Russo & Quinn
Pennsylvania
$509M +$10.3M +50,081 +2%
RCWMU
59
Rothschild & Co Wealth Management (UK)
United Kingdom
$495M -$11.1M -54,275 -2%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$457M +$2.35M +11,433 +0.5%
ClearBridge Investments
61
ClearBridge Investments
New York
$456M -$4.29M -20,882 -0.9%
Canada Life
62
Canada Life
Manitoba, Canada
$446M -$19.4M -94,291 -4%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$440M -$56.1M -273,313 -11%
O
64
OppenheimerFunds
New York
$437M -$41.8M -203,699 -9%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$430M +$111M +538,154 +33%
Diamond Hill Capital Management
66
Diamond Hill Capital Management
Ohio
$424M +$174M +848,540 +66%
AQR Capital Management
67
AQR Capital Management
Connecticut
$419M +$8.19M +39,862 +2%
Capital World Investors
68
Capital World Investors
California
$406M +$180K +876 +0%
Asset Management One
69
Asset Management One
Japan
$398M -$1.78M -8,674 -0.4%
LCOV
70
London Company of Virginia
Virginia
$387M -$21.6M -105,243 -5%
WM
71
WS Management
Florida
$380M -$70M -340,769 -15%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$377M -$7.66M -37,315 -2%
FPP
73
Findlay Park Partners
United Kingdom
$377M +$64.6M +314,655 +20%
DSA
74
Davis Selected Advisers
Arizona
$368M +$14.3M +69,620 +4%
AAMU
75
Amundi Asset Management US
Massachusetts
$367M +$21.8M +106,170 +6%

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.