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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
EPA
2276
Element Pointe Advisors
Florida
$218K – – –
FCFC
2277
First Commonwealth Financial Corp
Pennsylvania
$216K -$10.1K -50 -4%
HCM
2278
Harvest Capital Management
New Hampshire
$216K – – –
EWF
2279
Epstein & White Financial
California
$214K +$1.41K +7 +0.7%
FFW
2280
Fusion Family Wealth
New York
$213K -$687K -3,405 -76%
CBT
2281
Central Bank & Trust
Kentucky
$213K -$34.1K -169 -14%
MFG
2282
Monte Financial Group
Connecticut
$213K +$1.82K +9 +0.9%
NSB
2283
Norway Savings Bank
Maine
$213K +$21.2K +105 +11%
APC
2284
Aspire Private Capital
North Carolina
$212K +$156K +771 +270%
SAM
2285
Smithbridge Asset Management
Pennsylvania
$212K +$213K +1,053 New
CWM
2286
CCG Wealth Management
California
$212K +$213K +1,055 New
CIS
2287
Connors Investor Services
Pennsylvania
$211K – – –
FMP
2288
Financial Management Professionals
Texas
$211K – – –
FDS
2289
First Dallas Securities
Texas
$211K – – –
WCWM
2290
Wooster Corthell Wealth Management
Connecticut
$211K – – –
BC
2291
Brio Consultants
California
$211K +$4.04K +20 +2%
PD
2292
Planning Directions
Pennsylvania
$211K +$8.28K +41 +4%
SIA
2293
Strategic Investment Advisors
Michigan
$211K +$212K +1,050 New
OCG
2294
Opus Capital Group
Ohio
$210K – – –
HPC
2295
Hobart Private Capital
North Carolina
$210K +$211K +1,044 New
BBA
2296
Braun-Bostich & Associates
Pennsylvania
$209K -$12.1K -60 -5%
GAG
2297
GM Advisory Group
New York
$208K -$84.8K -420 -29%
FSC
2298
Full Sail Capital
Oklahoma
$206K -$1.01K -5 -0.5%
SSWM
2299
Sheets Smith Wealth Management
North Carolina
$206K – – –
IC
2300
Intersect Capital
California
$205K +$206K +1,020 New
90 91
92
93 94

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.