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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
PCA
2226
Peddock Capital Advisors
Massachusetts
$253K
CM
2227
Cornerstone Management
Georgia
$253K -$29.9K -148 -11%
SCM
2228
Stonebridge Capital Management
California
$251K -$2.09M -10,340 -89%
CCM
2229
Cohen Capital Management
California
$251K
MAM
2230
Mastrapasqua Asset Management
Tennessee
$251K
GWI
2231
Grace & White Inc
New York
$251K +$252K +1,250 New
GEA
2232
Glen Eagle Advisors
New Jersey
$250K +$57.1K +283 +30%
PWS
2233
Paragon Wealth Strategies
Florida
$249K
RC
2234
RBF Capital
California
$249K
FBC
2235
Fairfield, Bush & Co
Connecticut
$246K -$7.9M -39,120 -97%
PT
2236
Plimoth Trust
Massachusetts
$246K -$16.1K -80 -6%
BFM
2237
Boothbay Fund Management
New York
$246K +$247K +1,225 New
CII
2238
Capital International Inc
California
$245K
BW
2239
Biegel & Waller
Maryland
$244K +$40.4K +200 +20%
KIC
2240
Keating Investment Counselors
Florida
$243K
AC
2241
Arjuna Capital
North Carolina
$242K -$118K -584 -33%
FM
2242
Foster & Motley
Ohio
$241K -$94.3K -467 -28%
AIA
2243
Angeles Investment Advisors
California
$240K +$241K +1,193 New
CIA
2244
Cascade Investment Advisors
Oregon
$237K
WCAMG
2245
Woodard & Company Asset Management Group
North Carolina
$236K
MFG
2246
Merit Financial Group
Georgia
$235K -$22K -109 -9%
PFC
2247
Phocas Financial Corp
California
$235K
ML
2248
McAdam LLC
Pennsylvania
$234K +$5.05K +25 +2%
CA
2249
Centerpoint Advisors
Massachusetts
$232K -$39.4K -195 -14%
IAMOG
2250
Investors Asset Management of Georgia
Georgia
$232K

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.