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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
AIG
126
American International Group
New York
$156M -$4.35M -20,827 -3%
Stifel Financial
127
Stifel Financial
Missouri
$154M +$13.8M +66,063 +10%
LPL Financial
128
LPL Financial
California
$152M +$16.1M +77,251 +12%
WP
129
Wedgewood Partners
Missouri
$151M -$17.7M -84,911 -10%
GEM
130
Global Endowment Management
North Carolina
$150M -$4.3M -20,570 -3%
DWA
131
Douglass Winthrop Advisors
New York
$149M +$1.17M +5,620 +0.8%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$147M +$152M +728,868 New
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$145M +$18.8M +90,000 +15%
Aviva
134
Aviva
United Kingdom
$141M -$21.5M -103,085 -13%
HFS
135
HL Financial Services
Kentucky
$141M +$1.97M +9,415 +1%
GIM
136
Greylin Investment Management
Virginia
$140M -$2.7M -12,929 -2%
USAA
137
United Services Automobile Association
Texas
$140M +$471K +2,257 +0.3%
ESBC
138
E.S. Barr & Co
Kentucky
$138M +$356K +1,703 +0.3%
FMI
139
Factory Mutual Insurance
Massachusetts
$136M – – –
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$135M -$163K -781 -0.1%
VNIM
141
Vaughan Nelson Investment Management
Texas
$135M +$1.89M +9,050 +1%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$134M -$7.86M -37,609 -5%
PC
143
Polar Capital
United Kingdom
$133M +$62.4M +298,909 +85%
Canada Pension Plan Investment Board
144
Canada Pension Plan Investment Board
Ontario, Canada
$133M +$4.22M +20,209 +3%
ACI
145
AMP Capital Investors
Australia
$132M -$2.47M -11,807 -2%
JMPWA
146
JP Morgan Private Wealth Advisors
California
$131M +$3.41M +16,334 +3%
SA
147
SQ Advisors
Florida
$130M -$12.7M -60,807 -9%
EIG
148
EdgePoint Investment Group
Ontario, Canada
$130M +$13.5M +64,727 +11%
MSL
149
Mackay Shields LLC
New York
$129M +$132M +633,301 New
OAC
150
OMERS Administration Corp
Ontario, Canada
$126M +$3.99M +19,092 +3%
4 5
6
7 8

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.