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Berkshire Hathaway Class 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: 450540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,2182,397 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PR
2326
Payden & Rygel
California
$101K
KIG
2327
Kessler Investment Group
Indiana
$94K
BOPW
2328
Brandywine Oak Private Wealth
Pennsylvania
$93K +$96.1K +460 New
TFA
2329
Transamerica Financial Advisors
Florida
$91K -$10.9K -52 -11%
FFC
2330
First Financial Corp
Indiana
$91K
CIM
2331
Contravisory Investment Management
Massachusetts
$90K +$34.9K +167 +61%
VRM
2332
Vectors Research Management
New York
$89K
CWM
2333
Cranbrook Wealth Management
Michigan
$88K
MFBTD
2334
MB Financial Bank - Trust Department
Illinois
$84K
SAM
2335
Sycomore Asset Management
France
$83K +$83.5K +400 New
NPP
2336
New Potomac Partners
Maryland
$82K
CAL
2337
Capital Advisors Ltd
Ohio
$78K
WWM
2338
Willingdon Wealth Management
North Carolina
$77K -$646K -3,091 -89%
SIA
2339
Sit Investment Associates
Minnesota
$77K
FMTCOCP
2340
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K -$20.9K -100 -21%
FAM
2341
Foresters Asset Management
Ontario, Canada
$72K +$10.4K +50 +17%
PCM
2342
Princeton Capital Management
New Jersey
$71K
APW
2343
Acima Private Wealth
Virginia
$71K +$72.9K +349 New
HCM
2344
HMS Capital Management
Tennessee
$69K -$4.8K -23 -6%
BL
2345
Balentine LLC
Georgia
$69K
Schroder Investment Management Group
2346
Schroder Investment Management Group
United Kingdom
$66K +$13.7M +65,772 +26%
BHWM
2347
Bay Harbor Wealth Management
Maryland
$63K +$65K +311 New
PFGIA
2348
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$4.39K -21 -6%
FCT
2349
Family Capital Trust
Massachusetts
$61K -$41.8K -200 -40%
AA
2350
AlphaMark Advisors
Kentucky
$61K

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.