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Berkshire Hathaway Class B
BRK.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: 2,397 → 2,419 (+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: 540 → 451 (-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

Top Buyers

1
SAM
SP Asset Management
California
+$548M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$462M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$428M
4
Legal & General Group
Legal & General Group
United Kingdom
+$305M
5
Renaissance Technologies
Renaissance Technologies
New York
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.01B
2
Capital International Investors
Capital International Investors
California
-$406M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$297M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2001
Hikari Power
Japan
$482K +$90.8K +450 +23%
HCM
2002
Hodges Capital Management
Texas
$480K -$2.02K -10 -0.4%
BRA
2003
Biechele Royce Advisors
Indiana
$480K – – –
UBV
2004
United Bank (Virginia)
Virginia
$479K – – –
Millennium Management
2005
Millennium Management
New York
$477K -$123M -609,812 -100%
HFBOT
2006
Home Federal Bank of Tennessee
Tennessee
$476K – – –
CG
2007
CFO4Life Group
Texas
$474K +$8.28K +41 +2%
CWG
2008
Cornerstone Wealth Group
North Carolina
$474K +$476K +2,359 New
MAA
2009
Matrix Asset Advisors
New York
$472K +$5.45K +27 +1%
W
2010
WealthOne
New York
$471K -$52.5K -260 -10%
DWM
2011
Darwin Wealth Management
Florida
$471K +$25.6K +127 +6%
VBFP
2012
Valtinson Bruner Financial Planning
Minnesota
$470K +$4.64K +23 +1%
GAMC
2013
Garner Asset Management Corp
Texas
$463K -$60.6K -300 -12%
MC
2014
Matisse Capital
Oregon
$463K – – –
SBWM
2015
Sunflower Bank Wealth Management
Arizona
$460K -$35.3K -175 -7%
SNT
2016
Security National Trust
West Virginia
$460K -$4.04K -20 -0.9%
SAM
2017
Sequent Asset Management
Texas
$457K – – –
LFASL
2018
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$7.47K +37 +2%
RI
2019
Rudd International
Florida
$455K +$52.5K +260 +13%
MCM
2020
Marathon Capital Management
Maryland
$454K – – –
CCC
2021
Chelsea Counsel Company
California
$452K -$30.3K -150 -6%
OAMG
2022
Odey Asset Management Group
United Kingdom
$452K – – –
FTC
2023
Farmers Trust Company
Ohio
$449K -$774K -3,836 -63%
MTC
2024
McDaniel Terry & Co
Texas
$447K – – –
MC
2025
Miramar Capital
Illinois
$445K – – –
79 80
81
82 83

BRK.B Hedge Fund Activity: Q1 2019 in Review

2,419 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2019, worth a combined $184B — down 1.6% from $187B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BRK.B positions and 81 closed out — a net gain of 55 holders — while 1,024 added to existing stakes and 919 trimmed.

The largest buyer was SP Asset Management, adding an estimated $548M. The largest seller was Gates Foundation Trust, cutting an estimated $1.01B.

  • 2,419 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2019, up from 2,397 in Q4 2018.
  • Funds reported $184B of Berkshire Hathaway Class B stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 136 funds opened new Berkshire Hathaway Class B positions in Q1 2019 and 81 closed out, a net change of +55 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2019 was SP Asset Management, an estimated $548M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2019 was Gates Foundation Trust, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2019.