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Berkshire Hathaway Class B
BRK.B

2,397 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 811 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 83

83% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.03B

20% more funds holding in top 10

Funds holding in top 10: 450 → 540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,218 → 2,397 (+179)

1.28% more ownership

Funds ownership: 66.11% → 67.38% (+1.3%)

3% less capital invested

Capital invested by funds: $193B → $187B (-$6.3B)

Holders
2,397
Holders Change
+179
Holders Change %
+8.07%
% of All Funds
53.41%
Holding in Top 10
540
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20%
% of All Funds
12.03%
New
285
Increased
972
Reduced
811
Closed
83
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$956M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$822M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$820M
4
BlackRock
BlackRock
New York
+$620M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$457M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
-$534M
3
State Street
State Street
Massachusetts
-$520M
4
CWM
Cornerstone Wealth Management
Missouri
-$347M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
2301
Lake Point Wealth Management
Texas
$166K +$169K +811 New
PAMU
2302
Pictet Asset Management (UK)
United Kingdom
$166K -$11.4M -54,399 -6%
LD
2303
Lipe & Dalton
New York
$163K – – –
CFG
2304
CKW Financial Group
Hawaii
$163K +$167K +800 New
CFA
2305
Clarfeld Financial Advisors
New York
$161K +$164K +787 New
RWG
2306
Regal Wealth Group
California
$159K -$12.5K -60 -7%
WAM
2307
Watermark Asset Management
California
$159K – – –
WPW
2308
Winthrop Partners - WNY
New York
$153K – – –
FA
2309
Financial Advantage
Maryland
$153K +$157K +750 New
IBOK
2310
Independence Bank of Kentucky
Kentucky
$143K – – –
IIM
2311
Ipswich Investment Management
Massachusetts
$143K +$146K +700 New
JWM
2312
Janiczek Wealth Management
Colorado
$139K +$16.3K +78 +13%
SGAM
2313
Smith Group Asset Management
Texas
$135K -$2.09K -10 -1%
S
2314
Seeyond
France
$135K +$138K +660 New
MIM
2315
Macroview Investment Management
Maryland
$133K -$5.22K -25 -4%
RFM
2316
Royal Fund Management
Florida
$133K +$9.19K +44 +7%
GCM
2317
Gables Capital Management
Florida
$128K – – –
FRA
2318
Front Row Advisors
California
$122K +$5.01K +24 +4%
LWS
2319
Lucia Wealth Services
California
$120K -$123K -587 -50%
OBWP
2320
O'Brien Wealth Partners
Massachusetts
$119K – – –
LFG
2321
LifePlan Financial Group
Ohio
$116K – – –
IDBONY
2322
Israel Discount Bank of New York
New York
$115K +$19.2K +92 +20%
NIM
2323
NuWave Investment Management
New Jersey
$110K -$221K -1,058 -66%
CRM
2324
Cramer Rosenthal McGlynn
Connecticut
$102K – – –
TI
2325
Truehand Inc
New Hampshire
$102K +$104K +500 New
91 92
93
94 95

BRK.B Hedge Fund Activity: Q4 2018 in Review

2,397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2018, worth a combined $187B — down 3.3% from $193B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new BRK.B positions and 83 closed out — a net gain of 202 holders — while 972 added to existing stakes and 811 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $956M. The largest seller was Gates Foundation Trust, cutting an estimated $1.04B.

  • 2,397 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2018, up from 2,218 in Q3 2018.
  • Funds reported $187B of Berkshire Hathaway Class B stock for Q4 2018, down 3.3% quarter-over-quarter.
  • 285 funds opened new Berkshire Hathaway Class B positions in Q4 2018 and 83 closed out, a net change of +202 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2018 was Magellan Asset Management, an estimated $956M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2018 was Gates Foundation Trust, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2018.