Berkshire Hathaway Class B
BRK.B
2,174 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 894 increasing their positions, 833 reducing their positions, and 65 closing their positions.
40% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 65
16% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.73B
7% more repeat investments, than reductions
Existing positions increased: 894 | Existing positions reduced: 833
0% more funds holding
Funds holding: 2,167 → 2,174 (+7)
0.8% less ownership
Funds ownership: 67.56% → 66.76% (-0.8%)
8% less capital invested
Capital invested by funds: $181B → $167B (-$14B)
9% less funds holding in top 10
Funds holding in top 10: 450 → 411 (-39)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$680M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$647M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$445M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$432M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$363M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$975M |
| 2 |
Morgan Stanley
New York
|
-$547M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$425M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$382M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$323M |
BRK.B Hedge Fund Activity: Q2 2018 in Review
2,174 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2018, worth a combined $167B — down 7.7% from $181B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 65 closed out — a net gain of 26 holders — while 894 added to existing stakes and 833 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $680M. The largest seller was Gates Foundation Trust, cutting an estimated $975M.
- 2,174 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2018, up from 2,167 in Q1 2018.
- Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2018, down 7.7% quarter-over-quarter.
- 91 funds opened new Berkshire Hathaway Class B positions in Q2 2018 and 65 closed out, a net change of +26 holders.
- The largest Berkshire Hathaway Class B buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $680M added.
- The largest Berkshire Hathaway Class B seller in Q2 2018 was Gates Foundation Trust, an estimated $975M sold.
Based on aggregated 13F filings for Q2 2018.