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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
WAS
2126
WESPAC Advisors SoCal
California
$53K
CIM
2127
Corbyn Investment Management
Maryland
$50K +$51.3K +250 New
TODC
2128
Trustees of Dartmouth College
New Hampshire
$47K
AI
2129
ArchPoint Investors
Florida
$45K
CAM
2130
Chandler Asset Management
California
$44K +$45.4K +221 New
OPWM
2131
Oak Point Wealth Management
Michigan
$41K +$43.7K +213 New
LWA
2132
Lowe Wealth Advisors
Maryland
$40K
SAM
2133
Shamrock Asset Management
Texas
$40K
CAM
2134
Cacti Asset Management
Georgia
$39K
RIA
2135
RPG Investment Advisory
California
$36K
SFPIA
2136
Stevens First Principles Investment Advisors
California
$36K
CFC
2137
Coyle Financial Counsel
Illinois
$36K +$36.5K +178 New
HWM
2138
Holloway Wealth Management
Florida
$34K
DSN
2139
D. Scott Neal
Kentucky
$30K
TFA
2140
Toth Financial Advisory
Virginia
$30K +$10.3K +50 +50%
OSAM
2141
O'Shaughnessy Asset Management
Connecticut
$29K +$29.4K +143 New
MIFH
2142
Migdal Insurance & Financial Holdings
Israel
$26K +$26.7K +130 New
CA
2143
Centerpoint Advisors
Massachusetts
$23K -$37.8K -184 -61%
FGC
2144
Financial Gravity Companies
Texas
$22K -$4.93K -24 -17%
FGAM
2145
Financial Gravity Asset Management
Texas
$22K +$23.4K +114 New
JIR
2146
James Investment Research
Ohio
$20K -$257K -1,250 -93%
MPPLM
2147
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$20K
RA
2148
Rational Advisors
New York
$19K +$19.3K +94 New
CAM
2149
CenterStar Asset Management
Illinois
$18K
WAM
2150
Wolverine Asset Management
Illinois
$15K +$16.2K +79 New

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.