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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
LGWM
2351
Litman Gregory Wealth Management
California
$61K +$20.9K +100 +50%
KL
2352
KWMG LLC
Kansas
$58K -$1.88K -9 -3%
APC
2353
Aspire Private Capital
North Carolina
$58K +$59.7K +286 New
GT
2354
Glenmede Trust
Pennsylvania
$52.6K +$1.56M +7,491 +3%
CGT
2355
Capital Guardian Trust
California
$52K -$82.5K -395 -61%
AW
2356
Alpha Windward
Massachusetts
$51K -$1.25K -6 -2%
CWA
2357
Clarus Wealth Advisors
Arizona
$49K – – –
NC
2358
NewSquare Capital
Pennsylvania
$49K – – –
NSG
2359
Nalls Sherbakoff Group
Tennessee
$49K +$50.1K +240 New
TODC
2360
Trustees of Dartmouth College
New Hampshire
$48K – – –
CAM
2361
Cacti Asset Management
Georgia
$41K – – –
LWA
2362
Lowe Wealth Advisors
Maryland
$41K – – –
RIA
2363
RPG Investment Advisory
California
$37K – – –
SFPIA
2364
Stevens First Principles Investment Advisors
California
$37K – – –
QCIG
2365
Quad-Cities Investment Group
Iowa
$35K – – –
PVH
2366
Psagot Value Holdings
Israel
$35K +$35.5K +170 New
HWM
2367
Holloway Wealth Management
Florida
$33K – – –
MIFH
2368
Migdal Insurance & Financial Holdings
Israel
$32K -$4.36M -20,854 -99%
CAGAS
2369
Capital Advisory Group Advisory Services
Minnesota
$32K +$19.6K +94 +152%
TFA
2370
Toth Financial Advisory
Virginia
$31K – – –
EI
2371
Ellevest Inc
New York
$31K +$31.3K +150 New
AMCA
2372
Arthur M. Cohen & Associates
Illinois
$28.2K – – –
SC
2373
Sawyer & Company
Massachusetts
$28K -$5.22K -25 -15%
AI
2374
ArchPoint Investors
Florida
$26K -$20.9K -100 -44%
FGC
2375
Financial Gravity Companies
Texas
$23K +$23.2K +111 New
93 94
95
96 97

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.