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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
FWIA
76
Fort Washington Investment Advisors
Ohio
$333M +$1.33M +6,456 +0.4%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$324M -$11.1M -54,209 -3%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$319M -$31.9M -155,352 -9%
Brown Advisory
79
Brown Advisory
Maryland
$305M -$18.9M -91,810 -6%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$304M -$14.1M -68,637 -4%
MG
81
Markel Group
Virginia
$302M +$225K +1,095 +0.1%
RJA
82
Raymond James & Associates
Florida
$299M +$6.77M +32,973 +2%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$299M +$25M +121,525 +9%
VAM
84
Vontobel Asset Management
New York
$278M -$13M -63,481 -4%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$260M -$11.8M -57,633 -4%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$259M -$2.7M -13,169 -1%
TC
87
Tetrad Corporation
Nebraska
$257M
RCG
88
Ruane, Cunniff & Goldfarb
New York
$257M -$149M -724,836 -36%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$255M -$19.6M -95,419 -7%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$254M +$9.08M +44,239 +4%
Swedbank
91
Swedbank
Sweden
$247M +$29.7M +144,809 +13%
CCM
92
Check Capital Management
California
$239M -$97M -472,343 -28%
SO
93
STRS Ohio
Ohio
$236M -$4.2M -20,461 -2%
SG Americas Securities
94
SG Americas Securities
New York
$231M +$134M +652,428 +129%
WIM
95
Weitz Investment Management
Nebraska
$225M -$1.57M -7,666 -0.7%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$218M +$9.77M +47,581 +5%
GIA
97
Gateway Investment Advisers
Ohio
$218M -$11.5M -56,168 -5%
SOMRS
98
State of Michigan Retirement System
Michigan
$218M -$266M -1,297,600 -54%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$214M +$54.8M +266,694 +33%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$214M +$10.7M +52,342 +5%

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.