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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
WCWM
2051
Wooster Corthell Wealth Management
Connecticut
$210K +$5.54K +27 +3%
CIS
2052
Connors Investor Services
Pennsylvania
$209K -$259K -1,260 -55%
GA
2053
Geller Advisors
New York
$209K
UC
2054
Unio Capital
New Jersey
$209K
PAA
2055
Peregrine Asset Advisers
Oregon
$207K
SHGA
2056
Sand Hill Global Advisors
California
$205K -$147K -716 -41%
FDS
2057
First Dallas Securities
Texas
$205K -$205 -1 -0.1%
SSWM
2058
Sheets Smith Wealth Management
North Carolina
$205K +$211K +1,026 New
SAM
2059
Stansberry Asset Management
Texas
$204K -$76.6K -373 -27%
CWA
2060
Cypress Wealth Advisors
California
$203K -$12.5K -61 -6%
BCAM
2061
Boston Common Asset Management
Massachusetts
$202K
DE
2062
Day & Ennis
Georgia
$202K
CG
2063
Corundum Group
Colorado
$201K +$207K +1,006 New
LFA
2064
Landmark Financial Advisors
Kentucky
$200K -$24.6K -120 -11%
SJIM
2065
St. Johns Investment Management
Florida
$196K +$41.1K +200 +26%
DWA
2066
Divergent Wealth Advisors
Utah
$195K -$99.8K -486 -33%
SIS
2067
Sound Income Strategies
Florida
$194K +$4.93K +24 +3%
IF
2068
Ironwood Financial
Arizona
$191K
ML
2069
McAdam LLC
Pennsylvania
$185K +$191K +929 New
BG
2070
Bollard Group
Massachusetts
$180K +$41.1K +200 +29%
SGAM
2071
Smith Group Asset Management
Texas
$178K -$2.05K -10 -1%
SFG
2072
SevenBridge Financial Group
Pennsylvania
$178K
EARNEST Partners
2073
EARNEST Partners
Georgia
$177K
NCM
2074
Nelson Capital Management
California
$166K +$6.78K +33 +4%
AssetMark Inc
2075
AssetMark Inc
California
$165K -$506K -2,463 -75%

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.