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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
Rafferty Asset Management
176
Rafferty Asset Management
New York
$98.1M +$14.6M +70,924 +17%
William Blair & Company
177
William Blair & Company
Illinois
$98.1M +$4.74M +23,080 +5%
AACR
178
ACR Alpine Capital Research
Missouri
$97.4M -$2.74M -13,338 -3%
SWITC
179
Stewart West Indies Trading Company
Colorado
$96.7M
Artisan Partners
180
Artisan Partners
Wisconsin
$94.8M +$1.01M +4,915 +1%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$94.6M +$2.91M +14,189 +3%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$93.3M +$3.94M +19,183 +4%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$92.9M +$1.53M +7,459 +2%
CB
184
Cooke & Bieler
Pennsylvania
$89M -$22.7M -110,669 -20%
TAM
185
Timucuan Asset Management
Florida
$88.9M -$71.9K -350 -0.1%
SBCM
186
Schwerin Boyle Capital Management
Massachusetts
$88.3M -$56.5K -275 -0.1%
Capital International Investors
187
Capital International Investors
California
$86.8M
SRIM
188
Saratoga Research & Investment Management
California
$85.3M +$3.83M +18,648 +5%
M&T Bank
189
M&T Bank
New York
$84.6M +$401K +1,955 +0.5%
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$83.7M -$13.6M -66,448 -14%
MIH
191
Madison Investment Holdings
Wisconsin
$82.8M -$2.74M -13,328 -3%
Los Angeles Capital Management
192
Los Angeles Capital Management
California
$82M -$3.12M -15,201 -4%
WCM
193
Wallace Capital Management
Texas
$81.4M +$2.65M +12,915 +3%
HP
194
Hosking Partners
United Kingdom
$81M +$2.87M +13,973 +4%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$79.9M -$208K -1,015 -0.3%
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
$79.8M -$1.37M -6,653 -2%
SL
197
SWF LLC
Nebraska
$79.8M
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$78.3M +$15.6M +75,735 +24%
N
199
Natixis
France
$77.5M +$26.2M +127,509 +49%
Axa
200
Axa
France
$77M -$9.65M -47,009 -11%

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.