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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
LD
2326
Lipe & Dalton
New York
$161K
RWG
2327
Regal Wealth Group
California
$157K
MWC
2328
MBM Wealth Consultants
Missouri
$155K -$21.6K -107 -12%
OFS
2329
Orrstown Financial Services
Pennsylvania
$151K +$151K +750 New
FA
2330
Financial Advantage
Maryland
$150K
LPWM
2331
Lake Point Wealth Management
Texas
$145K -$26.6K -132 -16%
KFS
2332
Kelly Financial Services
Massachusetts
$144K +$145K +718 New
WPW
2333
Winthrop Partners - WNY
New York
$144K -$10.1K -50 -7%
AIM
2334
Arcadia Investment Management
Michigan
$143K -$239K -1,186 -63%
IBOK
2335
Independence Bank of Kentucky
Kentucky
$141K
CWM
2336
Cedar Wealth Management
California
$139K -$64.4K -319 -32%
PFGIA
2337
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$73.1K +362 +118%
MIM
2338
Macroview Investment Management
Maryland
$131K
JWM
2339
Janiczek Wealth Management
Colorado
$129K -$7.67K -38 -6%
SGAM
2340
Smith Group Asset Management
Texas
$129K -$4.04K -20 -3%
GCM
2341
Gables Capital Management
Florida
$126K
TFGT
2342
TS Financial Group (TSFG)
Illinois
$124K +$124K +616 New
EAM
2343
Erste Asset Management
Austria
$123K -$56.5K -280 -31%
FRA
2344
Front Row Advisors
California
$120K
LFG
2345
LifePlan Financial Group
Ohio
$114K
IDBONY
2346
Israel Discount Bank of New York
New York
$113K
HIM
2347
Hillsdale Investment Management
Ontario, Canada
$112K +$113K +560 New
BEI
2348
Benjamin Edwards Inc
Missouri
$111K +$112K +555 New
WA
2349
WP Advisors
California
$103K -$63.8K -316 -0.6%
CRM
2350
Cramer Rosenthal McGlynn
Connecticut
$100K

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.