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Berkshire Hathaway Class B
BRK.B

2,397 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 811 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 83

83% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.03B

20% more funds holding in top 10

Funds holding in top 10: 450 → 540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,218 → 2,397 (+179)

1.28% more ownership

Funds ownership: 66.11% → 67.38% (+1.3%)

3% less capital invested

Capital invested by funds: $193B → $187B (-$6.3B)

Holders
2,397
Holders Change
+179
Holders Change %
+8.07%
% of All Funds
53.41%
Holding in Top 10
540
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20%
% of All Funds
12.03%
New
285
Increased
972
Reduced
811
Closed
83
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$956M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$822M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$820M
4
BlackRock
BlackRock
New York
+$620M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$457M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
-$534M
3
State Street
State Street
Massachusetts
-$520M
4
CWM
Cornerstone Wealth Management
Missouri
-$347M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$300M -$26.2M -125,395 -8%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$298M -$2.66M -12,749 -0.9%
Brown Advisory
78
Brown Advisory
Maryland
$286M -$18.7M -89,765 -6%
VAM
79
Vontobel Asset Management
New York
$274M +$719K +3,443 +0.3%
ClearBridge Investments
80
ClearBridge Investments
New York
$268M -$130M -623,204 -32%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$266M +$2.23M +10,681 +0.8%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$265M +$25.5M +121,884 +10%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$265M -$1.89M -9,041 -0.7%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$264M +$3.8M +18,200 +1%
CCM
85
Check Capital Management
California
$256M +$8.85M +42,368 +3%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$252M +$11.3M +54,332 +5%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$245M +$97.5M +466,561 +64%
AVC
88
Arlington Value Capital
Utah
$245M -$2.92M -13,966 -1%
Treasurer of the State of North Carolina
89
Treasurer of the State of North Carolina
North Carolina
$245M +$3.61M +17,304 +1%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$237M +$22.2M +106,448 +10%
National Pension Service
91
National Pension Service
South Korea
$235M +$13.4M +64,143 +6%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$234M +$24.2M +115,888 +11%
TC
93
Tetrad Corporation
Nebraska
$234M – – –
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$234M +$72M +344,832 +43%
GIA
95
Gateway Investment Advisers
Ohio
$219M +$648K +3,103 +0.3%
Wellington Management Group
96
Wellington Management Group
Massachusetts
$217M +$2.21M +10,576 +1%
Swedbank
97
Swedbank
Sweden
$217M -$18.9M -90,300 -8%
SO
98
STRS Ohio
Ohio
$215M -$4.68M -22,411 -2%
SSM
99
Sound Shore Management
Connecticut
$211M +$8.38M +40,119 +4%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$210M -$43.1M -206,355 -17%
2 3
4
5 6

BRK.B Hedge Fund Activity: Q4 2018 in Review

2,397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2018, worth a combined $187B — down 3.3% from $193B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new BRK.B positions and 83 closed out — a net gain of 202 holders — while 972 added to existing stakes and 811 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $956M. The largest seller was Gates Foundation Trust, cutting an estimated $1.04B.

  • 2,397 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2018, up from 2,218 in Q3 2018.
  • Funds reported $187B of Berkshire Hathaway Class B stock for Q4 2018, down 3.3% quarter-over-quarter.
  • 285 funds opened new Berkshire Hathaway Class B positions in Q4 2018 and 83 closed out, a net change of +202 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2018 was Magellan Asset Management, an estimated $956M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2018 was Gates Foundation Trust, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2018.