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Berkshire Hathaway Class B

2,419 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,024 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 81

35% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $1.98B

11% more repeat investments, than reductions

Existing positions increased: 1,024 | Existing positions reduced: 919

1% more funds holding

Funds holding: 2,3972,419 (+22)

0.5% less ownership

Funds ownership: 67.38%66.88% (-0.5%)

2% less capital invested

Capital invested by funds: $187B → $184B (-$3B)

16% less funds holding in top 10

Funds holding in top 10: 540451 (-89)

Holders
2,419
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.36%
Holding in Top 10
451
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.48%
% of All Funds
9.76%
New
136
Increased
1,024
Reduced
919
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
126
Barrow, Hanley, Mewhinney & Strauss
Texas
$161M +$4.73M +23,457 +3%
WIM
127
Weitz Investment Management
Nebraska
$161M -$11.4M -56,229 -7%
US Bancorp
128
US Bancorp
Minnesota
$161M +$1.19M +5,907 +0.7%
LPL Financial
129
LPL Financial
California
$158M +$7.85M +38,868 +5%
Stifel Financial
130
Stifel Financial
Missouri
$155M +$4.1M +20,304 +3%
DWA
131
Douglass Winthrop Advisors
New York
$154M +$7.75M +38,378 +5%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$151M -$40.2M -198,936 -21%
Bessemer Group
133
Bessemer Group
New Jersey
$150M -$5.06M -25,085 -3%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$150M +$3.92M +19,415 +3%
USAA
135
United Services Automobile Association
Texas
$150M +$12.3M +61,181 +9%
HFS
136
HL Financial Services
Kentucky
$142M +$3.42M +16,954 +2%
Aviva
137
Aviva
United Kingdom
$140M +$1.56M +7,736 +1%
ESBC
138
E.S. Barr & Co
Kentucky
$140M +$3.66M +18,138 +3%
FMI
139
Factory Mutual Insurance
Massachusetts
$137M +$343K +1,700 +0.3%
PAM
140
Panagora Asset Management
Massachusetts
$136M -$20.7M -102,794 -13%
GIM
141
Greylin Investment Management
Virginia
$136M -$2.04M -10,121 -1%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$135M +$6.72M +33,274 +5%
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$134M +$743K +3,683 +0.6%
PC
144
Polar Capital
United Kingdom
$133M +$2.07M +10,264 +2%
Citadel Advisors
145
Citadel Advisors
Florida
$133M +$130M +643,637 +3,815%
ACI
146
AMP Capital Investors
Australia
$132M +$445K +2,205 +0.3%
EIG
147
EdgePoint Investment Group
Ontario, Canada
$132M +$3.99M +19,744 +3%
AIG
148
American International Group
New York
$129M -$24.7M -122,495 -16%
OAC
149
OMERS Administration Corp
Ontario, Canada
$129M +$266K +1,320 +0.2%
Asset Management One
150
Asset Management One
Japan
$127M -$297M -1,469,118 -70%