We are live on ! Find out more
BRK.B icon

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
PWPS
2126
Pinnacle Wealth Planning Services
Ohio
$340K -$56.9K -282 -14%
IOOF
2127
Independent Order of Foresters
Ontario, Canada
$340K – – –
C
2128
Cerebellum
California
$339K +$341K +1,688 New
CF
2129
Corrigan Financial
Rhode Island
$339K – – –
AA
2130
Advisory Alpha
Michigan
$337K -$7.07K -35 -2%
BDF
2131
Black Diamond Financial
Maryland
$333K +$52.5K +260 +19%
SCM
2132
Stordahl Capital Management
Colorado
$332K -$21.8K -108 -6%
FVWA
2133
Foster Victor Wealth Advisors
South Carolina
$331K +$332K +1,646 New
RP
2134
Riverbridge Partners
Minnesota
$330K – – –
VST
2135
Van Strum & Towne
California
$330K – – –
BC
2136
Barnett & Company
Tennessee
$329K -$30.3K -150 -8%
SHGA
2137
Sand Hill Global Advisors
California
$328K -$29.9K -148 -8%
CCA
2138
Conservest Capital Advisors
Pennsylvania
$328K +$19.8K +98 +6%
TCM
2139
Towercrest Capital Management
Pennsylvania
$327K -$73.1K -362 -18%
OCM
2140
One Capital Management
California
$327K -$8.07K -40 -2%
KIM
2141
Karpus Investment Management
New York
$327K – – –
AWMG
2142
Alliance Wealth Management Group
New Jersey
$326K -$73.1K -362 -18%
AAS
2143
Annex Advisory Services
Wisconsin
$326K – – –
MCM
2144
Mainstay Capital Management
Michigan
$326K – – –
MC
2145
MIG Capital
California
$325K +$61.6K +305 +23%
CCA
2146
Clearwater Capital Advisors
Illinois
$325K +$72.7K +360 +29%
TBNY
2147
Trustco Bank (New York)
New York
$325K +$326K +1,616 New
DIM
2148
DC Investments Management
Virginia
$324K – – –
PIM
2149
Progressive Investment Management
Oregon
$323K -$2.83K -14 -0.9%
JCM
2150
Jag Capital Management
Missouri
$321K -$17.9M -88,489 -98%
84 85
86
87 88

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.