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Berkshire Hathaway Class B
BRK.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: 441 → 450 (+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: 2,160 → 2,166 (+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

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$722M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$506M
3
EVM
Eaton Vance Management
Massachusetts
+$438M
4
BlackRock
BlackRock
New York
+$383M
5
Goldman Sachs
Goldman Sachs
New York
+$311M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
State Street
State Street
Massachusetts
-$781M
3
CC
Claybrook Capital
Massachusetts
-$580M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$422M
5
SOMRS
State of Michigan Retirement System
Michigan
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPCM
2176
Perella Weinberg Partners Capital Management
New York
– -$6.28M -31,680 Closed
SIA
2177
Starfire Investment Advisers
Michigan
– -$5.49M -27,682 Closed
VF
2178
Virtu Financial
New York
– -$5.41M -27,312 Closed
FMWA
2179
Forvis Mazars Wealth Advisors
Missouri
– -$5.39M -27,178 Closed
DS
2180
DRW Securities
Illinois
– -$5.35M -26,976 Closed
IH
2181
IFC Holdings
Florida
– -$4.2M -21,149 Closed
CA
2182
Cornerstone Advisors
North Carolina
– -$3.96M -20,000 Closed
CMI
2183
Cider Mill Investments
Connecticut
– -$3.65M -18,400 Closed
SI
2184
SII Investments
Wisconsin
– -$3.29M -16,503 Closed
OMC
2185
Old Mission Capital
Illinois
– -$2.91M -14,700 Closed
GP
2186
Girard Partners
Pennsylvania
– -$2.75M -13,885 Closed
POIA
2187
Pin Oak Investment Advisors
Texas
– -$2.67M -13,475 Closed
BCM
2188
Barometer Capital Management
Ontario, Canada
– -$2.32M -11,700 Closed
OIMU
2189
Orbis Investment Management (US)
California
– -$2.21M -11,155 Closed
BCM
2190
Bienville Capital Management
New York
– -$1.92M -9,688 Closed
Verition Fund Management
2191
Verition Fund Management
Connecticut
– -$1.03M -5,207 Closed
Holocene Advisors
2192
Holocene Advisors
New York
– -$1.01M -5,087 Closed
BL
2193
Balentine LLC
Georgia
– -$898K -4,529 Closed
PCM
2194
Peak Capital Management
Colorado
– -$752K -4,100 Closed
TCM
2195
Teza Capital Management
Illinois
– -$805K -4,061 Closed
SG
2196
Swarthmore Group
Pennsylvania
– -$798K -4,025 Closed
FC
2197
Forte Capital
New York
– -$727K -3,668 Closed
HPWM
2198
Highland Private Wealth Management
Washington
– -$690K -3,480 Closed
SFC
2199
SYM Financial Corp
Indiana
– -$676K -3,411 Closed
ID
2200
Integral Derivatives
New York
– -$693K -3,377 Closed
86 87
88
89 90

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.