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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
ProShare Advisors
151
ProShare Advisors
Maryland
$123M +$5.4M +26,278 +4%
DC
152
Davenport & Co
Virginia
$121M +$12.8M +62,140 +11%
American Century Companies
153
American Century Companies
Missouri
$121M +$152K +739 +0.1%
OAC
154
OMERS Administration Corp
Ontario, Canada
$119M -$7.45M -36,300 -6%
ACI
155
AMP Capital Investors
Australia
$118M +$2.23M +10,845 +2%
MWA
156
Marshall Wace Asia
Hong Kong
$116M -$24.6M -119,941 -17%
MIM
157
MetLife Investment Management
New Jersey
$116M -$3.33M -16,236 -3%
LDB
158
Lee, Danner & Bass
Tennessee
$112M -$770K -3,749 -0.7%
EIG
159
EdgePoint Investment Group
Ontario, Canada
$112M +$916K +4,460 +0.8%
MSL
160
Mackay Shields LLC
New York
$111M +$114M +555,315 New
CIBC World Market
161
CIBC World Market
Ontario, Canada
$111M +$72.2M +351,633 +173%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$110M +$19.7M +95,924 +21%
AI
163
Ariel Investments
Illinois
$109M -$3.74M -18,192 -3%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$107M -$8.59M -41,837 -7%
VNIM
165
Vaughan Nelson Investment Management
Texas
$106M +$8.5M +41,418 +8%
VRS
166
Virginia Retirement Systems
Virginia
$106M
Wellington Management Group
167
Wellington Management Group
Massachusetts
$105M -$18.4M -89,736 -15%
GC
168
Guggenheim Capital
Illinois
$104M -$15.8M -76,790 -13%
AC
169
Alleghany Corporation
New York
$104M +$5.21M +25,367 +5%
BO
170
BRR OpCo
Ohio
$104M -$207K -1,006 -0.2%
Comerica Bank
171
Comerica Bank
Texas
$103M -$2.84M -13,842 -3%
MAMU
172
Marathon Asset Management (UK)
United Kingdom
$101M -$21.1M -102,533 -17%
IVA
173
International Value Advisers
$100M -$562K -2,737 -0.5%
TPSF
174
Texas Permanent School Fund
Texas
$99.2M -$5.76M -28,065 -5%
ASRS
175
Arizona State Retirement System
Arizona
$98.5M -$2.87M -14,000 -3%

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.