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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
CWM
201
CIBC World Markets
New York
$75.7M -$1.97M -9,618 -2%
SL
202
Summitry LLC
California
$75.5M -$773K -3,764 -1%
Millennium Management
203
Millennium Management
New York
$73.3M +$40.1M +195,213 +113%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$72.9M -$6.33M -30,832 -8%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$72.8M +$7.05M +34,324 +10%
Franklin Resources
206
Franklin Resources
California
$72.4M +$1.41M +6,869 +2%
AIM
207
Artemis Investment Management
United Kingdom
$72M +$5.89M +28,690 +9%
GLA
208
Great Lakes Advisors
Illinois
$71.6M -$20.4M -99,445 -20%
URS
209
Utah Retirement Systems
Utah
$71.6M +$123K +600 +0.2%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.4M +$5.92M +28,835 +9%
CIC
211
Chilton Investment Company
Connecticut
$71.3M -$217K -1,055 -0.3%
UCFA
212
United Capital Financial Advisors
Texas
$71.3M +$1.18M +5,738 +2%
QI
213
QV Investors
Alberta, Canada
$70.8M +$760K +3,700 +1%
KBC Group
214
KBC Group
Belgium
$70.3M -$13.7M -66,734 -16%
NMIMC
215
Northwestern Mutual Investment Management Company
Wisconsin
$69.9M -$17.3M -84,350 -19%
HHAA
216
Henry H. Armstrong Associates
Pennsylvania
$69.3M +$965K +4,699 +1%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$68.7M +$4.43M +21,572 +7%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$68.3M +$1.74M +8,496 +3%
CC
219
Cannell & Co
New York
$68.2M -$1.06M -5,157 -1%
KeyBank National Association
220
KeyBank National Association
Ohio
$67.9M -$3.69M -17,949 -5%
VDBMI
221
Van Den Berg Management I
Texas
$67.1M +$9.92M +48,306 +17%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$66.3M +$5.2M +25,327 +8%
SDIC
223
South Dakota Investment Council
South Dakota
$65.7M +$1.5M +7,318 +2%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$65.4M +$67.3M +327,704 New
BC
225
Bartlett & Co
Ohio
$65.4M -$568K -2,768 -0.8%

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.