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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
ED
2151
Exane Derivatives
France
$14.5K +$2.05K +10 +16%
TI
2152
TT International
United Kingdom
$14.2K +$517K +2,518 +4%
OFS
2153
Orrstown Financial Services
Pennsylvania
$10K
ST
2154
Somerset Trust
Pennsylvania
$9K
HS
2155
Horan Securities
United States
$5K
SP
2156
SWS Partners
Ohio
$5K
OTC
2157
Opera Trading Capital
France
$4.69K +$4.57M +22,250 +1,780%
WCM
2158
Wealthcare Capital Management
Virginia
$3K
MFBTD
2159
MB Financial Bank - Trust Department
Illinois
$3K +$2.67K +13 New
CAGAS
2160
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.08K +15 New
TI
2161
Truepoint Inc
Ohio
$2.8K -$232K -1,128 -67%
FA
2162
Fagan Associates
New York
$2.02K +$49.3K +240 +2%
FA
2163
Fortis Advisors
Pennsylvania
$2K
CAM
2164
ClariVest Asset Management
California
$2K +$1.23K +6 +100%
SHCM
2165
Silver Heights Capital Management
Ontario, Canada
$1K
AFNAS
2166
American Financial Network Advisory Services
California
$668 -$986K -4,802 -99%
SSA
2167
South Street Advisors
New York
$576
OAG
2168
Orbis Allan Gray
Bermuda
-$259M -1,306,490 Closed
GC
2169
GMT Capital
Georgia
-$56.9M -287,300 Closed
QIM
2170
Quantitative Investment Management
Virginia
-$36M -181,800 Closed
CG
2171
Cutler Group
California
-$26.7M -130,000 Closed
Parallax Volatility Advisers
2172
Parallax Volatility Advisers
California
-$21.1M -102,828 Closed
VIA
2173
Virtus Investment Advisers
Connecticut
-$15.2M -76,544 Closed
TRCT
2174
Tower Research Capital (TRC)
New York
-$7.94M -40,072 Closed
ACPU
2175
Arrowgrass Capital Partners (US)
Delaware
-$7.68M -38,769 Closed

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.