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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
PR
2351
Payden & Rygel
California
$100K – – –
TI
2352
Truehand Inc
New Hampshire
$100K – – –
FMTCOCP
2353
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K +$24.6K +122 +33%
Parallax Volatility Advisers
2354
Parallax Volatility Advisers
California
$95K -$1.46M -7,232 -94%
CIM
2355
Contravisory Investment Management
Massachusetts
$89K – – –
CWM
2356
Cranbrook Wealth Management
Michigan
$86K – – –
FA
2357
Fortis Advisors
Pennsylvania
$82K +$80.7K +400 +4,000%
RFM
2358
Royal Fund Management
Florida
$80K -$51.5K -255 -39%
NPP
2359
New Potomac Partners
Maryland
$80K – – –
SAM
2360
Sycomore Asset Management
France
$80K – – –
APW
2361
Acima Private Wealth
Virginia
$78K +$8.07K +40 +11%
CAL
2362
Capital Advisors Ltd
Ohio
$76K – – –
FFC
2363
First Financial Corp
Indiana
$74K -$15.1K -75 -17%
SIA
2364
Sit Investment Associates
Minnesota
$72K -$3.83K -19 -5%
PCM
2365
Princeton Capital Management
New Jersey
$70K – – –
HCM
2366
HMS Capital Management
Tennessee
$68K – – –
BL
2367
Balentine LLC
Georgia
$67K – – –
TA
2368
Thor Advisors
New York
$66K +$66K +327 New
IRC
2369
Investors Research Corp
Georgia
$64K +$64.8K +321 New
FGAM
2370
Financial Gravity Asset Management
Texas
$63K +$62K +307 New
BHWM
2371
Bay Harbor Wealth Management
Maryland
$62K – – –
RCM
2372
Requisite Capital Management
Texas
$62K +$62.6K +310 New
AA
2373
AlphaMark Advisors
Kentucky
$60K – – –
FCT
2374
Family Capital Trust
Massachusetts
$60K – – –
LGWM
2375
Litman Gregory Wealth Management
California
$60K – – –
93 94
95
96 97

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.