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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
WCA
2201
Westover Capital Advisors
Delaware
$277K +$278K +1,379 New
CWP
2202
Capital Wealth Planning
Florida
$275K – – –
ST
2203
Sageworth Trust
Pennsylvania
$274K -$104K -517 -27%
TFO
2204
Tarbox Family Office
California
$274K -$404 -2 -0.1%
SAM
2205
Strategy Asset Managers
California
$273K +$275K +1,361 New
HFS
2206
Howard Financial Services
Texas
$272K – – –
PCA
2207
Private Capital Advisors
Connecticut
$271K +$10.1K +50 +4%
IIM
2208
Ipswich Investment Management
Massachusetts
$271K +$131K +650 +93%
GGHC
2209
Gilder Gagnon Howe & Co
New York
$271K +$273K +1,351 New
WFWM
2210
Wechter Feldman Wealth Management
New Jersey
$269K – – –
WPC
2211
White Pine Capital
Minnesota
$268K – – –
TCPWM
2212
Traverso Chambers Private Wealth Management
California
$267K – – –
CWM
2213
Capital Wealth Management
Rhode Island
$266K – – –
LWA
2214
Lenox Wealth Advisors
New York
$265K -$107K -532 -29%
TST
2215
Tech Square Trading
Massachusetts
$265K +$266K +1,317 New
CWM
2216
Concentrum Wealth Management
California
$264K +$23.4K +116 +10%
LFG
2217
Larson Financial Group
Missouri
$263K +$19.6K +97 +8%
SAM
2218
Stansberry Asset Management
Texas
$262K -$23K -114 -8%
OPTFSNA
2219
Old Point Trust & Financial Services N A
Virginia
$262K – – –
BCP
2220
Blackhawk Capital Partners
Wisconsin
$262K +$263K +1,304 New
BG
2221
Bollard Group
Massachusetts
$261K – – –
BIM
2222
Bridgecreek Investment Management
Oklahoma
$261K – – –
HCM
2223
HM Capital Management
Missouri
$261K – – –
BFG
2224
Barber Financial Group
Kansas
$260K – – –
GA
2225
Gateway Advisory
New Jersey
$259K – – –
87 88
89
90 91

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.