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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
CCM
2051
CWH Capital Management
Washington
$415K -$76.7K -380 -16%
CAG
2052
Csenge Advisory Group
Florida
$415K -$45.2K -224 -10%
LIM
2053
Lagoda Investment Management
New York
$415K -$8.07K -40 -2%
SQA
2054
Simon Quick Advisors
New Jersey
$414K -$165K -817 -28%
SFWC
2055
Strategic Family Wealth Counselors
New Jersey
$414K – – –
AAM
2056
Augustine Asset Management
Florida
$413K -$303K -1,500 -42%
WC
2057
Weil Company
California
$413K – – –
RP
2058
Rowlandmiller & Partners
Georgia
$412K – – –
CA
2059
Claro Advisors
Massachusetts
$411K -$29.3K -145 -7%
HR
2060
Hayden Royal
North Carolina
$410K -$6.8M -33,666 -94%
GHAM
2061
Gilman Hill Asset Management
Connecticut
$409K -$197K -978 -32%
AIA
2062
Allied Investment Advisors
Montana
$409K – – –
FA
2063
FC Advisory
Pennsylvania
$407K – – –
SI
2064
SimpliFi Inc
California
$406K – – –
SFG
2065
StrategIQ Financial Group
Indiana
$406K – – –
AIS
2066
Accurate Investment Solutions
Pennsylvania
$406K +$13.9K +69 +4%
AFM
2067
Andesa Financial Management
Pennsylvania
$406K +$204K +1,009 +100%
CWM
2068
Circle Wealth Management
New Jersey
$404K -$1.41K -7 -0.3%
BCM
2069
BTC Capital Management
Iowa
$402K – – –
JIP
2070
JBJ Investment Partners
South Carolina
$402K +$404K +2,000 New
BA
2071
Ballew Advisors
Mississippi
$399K – – –
MIM
2072
Marco Investment Management
Georgia
$398K -$194K -960 -33%
QPWM
2073
Quadrant Private Wealth Management
Pennsylvania
$398K -$24.6K -122 -6%
DACG
2074
Donor Advised Charitable Giving
California
$398K – – –
F
2075
F3Logic
Minnesota
$397K +$401K +1,987 New
81 82
83
84 85

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.