Berkshire Hathaway Class B
BRK.B
2,219 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 896 increasing their positions, 840 reducing their positions, and 64 closing their positions.
97% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 64
63% more call options, than puts
Call options by funds: $3.05B | Put options by funds: $1.87B
15% more capital invested
Capital invested by funds: $167B → $193B (+$25.8B)
9% more funds holding in top 10
Funds holding in top 10: 411 → 450 (+39)
2% more funds holding
Funds holding: 2,174 → 2,219 (+45)
7% more repeat investments, than reductions
Existing positions increased: 896 | Existing positions reduced: 840
0.65% less ownership
Funds ownership: 66.76% → 66.11% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.75B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$785M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$623M |
| 4 |
State Street
Boston,
Massachusetts
|
+$512M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$491M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$662M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$612M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$585M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$460M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$376M |
BRK.B Hedge Fund Activity: Q3 2018 in Review
2,219 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2018, worth a combined $193B — up 15% from $167B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new BRK.B positions and 64 closed out — a net gain of 62 holders — while 896 added to existing stakes and 840 trimmed.
The largest buyer was Gates Foundation Trust, adding an estimated $1.75B. The largest seller was Private Advisor Group, cutting an estimated $662M.
- 2,219 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2018, up from 2,174 in Q2 2018.
- Funds reported $193B of Berkshire Hathaway Class B stock for Q3 2018, up 15% quarter-over-quarter.
- 126 funds opened new Berkshire Hathaway Class B positions in Q3 2018 and 64 closed out, a net change of +62 holders.
- The largest Berkshire Hathaway Class B buyer in Q3 2018 was Gates Foundation Trust, an estimated $1.75B added.
- The largest Berkshire Hathaway Class B seller in Q3 2018 was Private Advisor Group, an estimated $662M sold.
Based on aggregated 13F filings for Q3 2018.