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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
Allianz Asset Management
126
Allianz Asset Management
Germany
$154M -$5.38M -26,193 -3%
MVIP
127
Mar Vista Investment Partners
California
$153M -$5.34M -25,996 -3%
PAM
128
Panagora Asset Management
Massachusetts
$151M +$11.3M +54,904 +8%
GEM
129
Global Endowment Management
North Carolina
$150M +$41.1K +200 +0%
HighTower Advisors
130
HighTower Advisors
Illinois
$149M +$14.8M +72,090 +11%
C
131
Consulta
United Kingdom
$149M +$14.6M +71,000 +11%
GC
132
Giverny Capital
Quebec, Canada
$148M +$4.81M +23,412 +3%
AIG
133
American International Group
New York
$147M +$316K +1,540 +0.2%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$146M +$5.05M +24,574 +3%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$145M -$3.94M -19,166 -3%
GIM
136
Greylin Investment Management
Virginia
$142M -$3.48M -16,927 -2%
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$142M -$13.5M -65,962 -8%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$141M -$668K -3,251 -0.5%
MIS
139
Morningstar Investment Services
Illinois
$139M +$143M +695,895 New
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$139M -$50.8M -247,564 -26%
ESBC
141
E.S. Barr & Co
Kentucky
$137M -$4.25M -20,717 -3%
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$137M -$6.43M -31,338 -4%
DWA
143
Douglass Winthrop Advisors
New York
$135M +$9.38M +45,676 +7%
USAA
144
United Services Automobile Association
Texas
$134M -$1.99M -9,685 -1%
Stifel Financial
145
Stifel Financial
Missouri
$134M +$8.53M +41,556 +7%
HFS
146
HL Financial Services
Kentucky
$133M +$3.5M +17,029 +3%
JFL
147
Jarislowsky, Fraser Ltd
Quebec, Canada
$131M +$2.21M +10,746 +2%
SCM
148
Smead Capital Management
Arizona
$129M -$253K -1,234 -0.2%
FMI
149
Factory Mutual Insurance
Massachusetts
$129M
LPL Financial
150
LPL Financial
California
$124M +$8.56M +41,702 +7%

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.