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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
FC
2376
Fiduciary Counselling
Minnesota
$21K +$21.1K +101 New
ED
2377
Exane Derivatives
France
$14.3K
TWM
2378
Titus Wealth Management
California
$10.8K +$878K +4,204 +23%
MAU
2379
MRA Associates USA
Arizona
$10K +$10.4K +50 New
AIIMS
2380
Analyst IMS Investment Management Services
Israel
$9.21K +$5.24M +25,073 +125%
CCMW
2381
Cypress Capital Management (Wyoming)
Wyoming
$9K +$9.61K +46 New
MGI
2382
MayTech Global Investments
New York
$8K
NA
2383
NewEdge Advisors
Louisiana
$7.59K +$594K +2,842 +8%
DWA
2384
Dougherty Wealth Advisers
Minnesota
$6K +$6.06K +29 New
HS
2385
Horan Securities
United States
$5K
UB
2386
UMB Bank
Missouri
$4.09K -$11.8M -56,394 -74%
TAIM
2387
TD Ameritrade Investment Management
Nebraska
$4K -$128K -612 -97%
CIR
2388
Clear Investment Research
Georgia
$4K
ACA
2389
Ackerman Capital Advisors
Texas
$3.59K +$107M +513,284 +20,531%
CT
2390
Chicago Trust
Illinois
$3.52K -$92.9K -445 -3%
WA
2391
WBH Advisory
Maryland
$3.46K +$41.8K +200 +1%
FA
2392
Fortis Advisors
Pennsylvania
$2K
NDSI
2393
Newman Dignan & Sheerar Inc
Rhode Island
$1.78K +$4.18K +20 +0.2%
DPA
2394
Delphi Private Advisors
California
$1K -$104K -500 -99%
CIA
2395
CSat Investment Advisory
Michigan
$1K -$627 -3 -50%
BSG
2396
Black Swift Group
Colorado
$1K
SHCM
2397
Silver Heights Capital Management
Ontario, Canada
$1K
SGS
2398
Sterling Global Strategies
California
$408 +$418 +2 New
CF
2399
Centaurus Financial
California
$6 +$274K +1,314 +43,800%
MWA
2400
Marshall Wace Asia
Hong Kong
-$110M -515,050 Closed

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.