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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
RFM
2101
Royal Fund Management
Florida
$101K -$9.45K -46 -8%
DPA
2102
Delphi Private Advisors
California
$101K
CRM
2103
Cramer Rosenthal McGlynn
Connecticut
$100K
FCT
2104
Family Capital Trust
Massachusetts
$100K
PR
2105
Payden & Rygel
California
$99K
NC
2106
NewSquare Capital
Pennsylvania
$98K -$103K -500 -51%
IDBONY
2107
Israel Discount Bank of New York
New York
$94K
FMTCOCP
2108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93.8K
FFC
2109
First Financial Corp
Indiana
$91K +$3.08K +15 +3%
WPW
2110
Winthrop Partners - WNY
New York
$87.9K +$92.4K +450 New
CWM
2111
Cranbrook Wealth Management
Michigan
$86K
KIG
2112
Kessler Investment Group
Indiana
$84K
SC
2113
Sawyer & Company
Massachusetts
$81K
NPP
2114
New Potomac Partners
Maryland
$80K
CAL
2115
Capital Advisors Ltd
Ohio
$76K
MUS
2116
Mitsubishi UFJ Securities
Japan
$76K
Nomura Holdings
2117
Nomura Holdings
Japan
$71K -$10.1M -48,973 -12%
SWMG
2118
Signature Wealth Management Group
Georgia
$70K
PCM
2119
Princeton Capital Management
New Jersey
$70K +$71.9K +350 New
PFGIA
2120
Patriot Financial Group Insurance Agency
Massachusetts
$68K
NIM
2121
NuWave Investment Management
New Jersey
$63K +$62K +302 +1,510%
AW
2122
Alpha Windward
Massachusetts
$61K
AA
2123
AlphaMark Advisors
Kentucky
$60K
BCM
2124
Brasada Capital Management
Texas
$59K
CIM
2125
Contravisory Investment Management
Massachusetts
$55K

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.