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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
GT
2376
Glenmede Trust
Pennsylvania
$51.7K -$84K -416 -0.2%
FAM
2377
Foresters Asset Management
Ontario, Canada
$50K -$20.2K -100 -29%
AW
2378
Alpha Windward
Massachusetts
$50K
CWA
2379
Clarus Wealth Advisors
Arizona
$48K
NC
2380
NewSquare Capital
Pennsylvania
$48K
KL
2381
KWMG LLC
Kansas
$45K -$12.1K -60 -21%
TFA
2382
Toth Financial Advisory
Virginia
$43K +$12.7K +63 +42%
CMO
2383
Covenant Multifamily Offices
Texas
$41K +$41K +203 New
CAM
2384
Cacti Asset Management
Georgia
$40K
LWA
2385
Lowe Wealth Advisors
Maryland
$40K
RIA
2386
RPG Investment Advisory
California
$36K
SFPIA
2387
Stevens First Principles Investment Advisors
California
$36K
EI
2388
Ellevest Inc
New York
$36K +$6.26K +31 +21%
QCIG
2389
Quad-Cities Investment Group
Iowa
$35K +$202 +1 +0.6%
HWM
2390
Holloway Wealth Management
Florida
$34K
PVH
2391
Psagot Value Holdings
Israel
$34K
CAGAS
2392
Capital Advisory Group Advisory Services
Minnesota
$31K
SC
2393
Sawyer & Company
Massachusetts
$28K
SHIM
2394
Stone House Investment Management
Pennsylvania
$28K +$28.1K +139 New
ACA
2395
Anchor Capital Advisors
Massachusetts
$25.6K -$717K -3,552 -3%
AI
2396
ArchPoint Investors
Florida
$25K
SCM
2397
Shelton Capital Management
Colorado
$21.1K -$3.83M -18,994 -82%
MFBTD
2398
MB Financial Bank - Trust Department
Illinois
$19K -$64.4K -319 -77%
BSG
2399
Black Swift Group
Colorado
$15K +$14.1K +70 +1,750%
FEG
2400
Financial Enhancement Group
Indiana
$12K +$12.1K +60 New

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.