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Berkshire Hathaway Class 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: 2,3972,419 (+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: 540451 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
UF
2151
Univest Financial
Pennsylvania
$321K -$3.43K -17 -1%
CAN
2152
Claraphi Advisory Network
United States
$320K -$187K -926 -37%
IC
2153
Investment Counsel
Michigan
$320K
ANB
2154
Amarillo National Bank
Texas
$319K
AWM
2155
Affinity Wealth Management
Delaware
$318K -$132K -653 -29%
CTA
2156
Colonial Trust Advisors
South Carolina
$318K +$68.6K +340 +27%
HIIFS
2157
Harel Insurance Investments & Financial Services
Israel
$317K -$70.6K -350 -18%
TIM
2158
Triad Investment Management
California
$316K +$318K +1,575 New
SRC
2159
Sage Rhino Capital
California
$315K +$317K +1,568 New
FNBOMD
2160
First National Bank of Mount Dora
Florida
$314K
MCG
2161
McCollum Christoferson Group
New York
$313K +$314K +1,558 New
BFIC
2162
Bedell Frazier Investment Counselling
California
$311K
CTB
2163
Country Trust Bank
Illinois
$309K -$154K -763 -33%
CTA
2164
Chesley Taft & Associates
Illinois
$309K -$47.4K -235 -13%
RPGK
2165
Retirement Planning Group (Kansas)
Kansas
$309K -$10.5K -52 -3%
CIC
2166
Cornercap Investment Counsel
Georgia
$308K -$40.6K -201 -12%
SCI
2167
Stableford Capital II
Arizona
$308K -$20.4K -101 -6%
SC
2168
Stratford Consulting
Texas
$308K
SC
2169
Schoolcraft Capital
Colorado
$307K +$309K +1,530 New
FA
2170
Financial Advisors
Massachusetts
$307K
FFG
2171
Ford Financial Group
California
$306K -$40.4K -200 -12%
HCM
2172
Hengehold Capital Management
Ohio
$306K -$606 -3 -0.2%
NCM
2173
Narwhal Capital Management
Georgia
$306K
PAG
2174
Pinnacle Advisory Group
Maryland
$305K -$63.4K -314 -17%
RTC
2175
Riverview Trust Company
Washington
$304K

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.