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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
SQA
2201
Simon Quick Advisors
New Jersey
-$719K -3,355 Closed
KM
2202
Kalos Management
Georgia
-$640K -3,231 Closed
ACS
2203
Archford Capital Strategies
Illinois
-$605K -3,050 Closed
CPC
2204
Cookson Peirce & Co
Pennsylvania
-$565K -2,850 Closed
VIA
2205
Vident Investment Advisory
Georgia
-$549K -2,770 Closed
PP
2206
PagnatoKarp Partners
Virginia
-$531K -2,678 Closed
I
2207
IberiaBank
Louisiana
-$449K -2,224 Closed
HPC
2208
Hobart Private Capital
North Carolina
-$410K -2,067 Closed
FIM
2209
Foresters Investment Management
New York
-$399K -2,011 Closed
AAMA
2210
Advanced Asset Management Advisors
Ohio
-$376K -1,896 Closed
SCA
2211
Spearhead Capital Advisors
Florida
-$363K -1,831 Closed
FAM
2212
Fred Alger Management
New York
-$357K -1,800 Closed
JPG
2213
Jordan Park Group
California
-$357K -1,800 Closed
QPWM
2214
Quadrant Private Wealth Management
Pennsylvania
-$339K -1,711 Closed
EMG
2215
Ellington Management Group
Connecticut
-$337K -1,700 Closed
AGM
2216
Alpine Global Management
New York
-$334K -1,686 Closed
IA
2217
Independence Advisors
Pennsylvania
-$306K -1,545 Closed
MCIA
2218
Mountain Capital Investment Advisors
Colorado
-$303K -1,530 Closed
DCM
2219
Delpha Capital Management
New York
-$291K -1,470 Closed
VWM
2220
Valley Wealth Managers
New Jersey
-$278K -1,400 Closed
LFG
2221
Larson Financial Group
Missouri
-$250K -1,261 Closed
BO
2222
Bank OZK
Arkansas
-$249K -1,255 Closed
First Eagle Investment Management
2223
First Eagle Investment Management
New York
-$228K -1,150 Closed
AC
2224
Allstate Corporation
Illinois
-$224K -1,131 Closed
PVWM
2225
Point View Wealth Management
New Jersey
-$213K -1,075 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.