We are live on ! Find out more
BRK.B icon

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
Select Equity Group
2401
Select Equity Group
New York
-$61.3M -286,424 Closed
MG
2402
Magnolia Group
Nebraska
-$32.9M -153,880 Closed
Pacer Advisors
2403
Pacer Advisors
Pennsylvania
-$22.4M -104,503 Closed
MME
2404
Meag Munich Ergo
Germany
-$20M -92,722 Closed
AA
2405
Ancora Advisors
Ohio
-$18.7M -87,143 Closed
DY
2406
Dowling & Yahnke
California
-$16.6M -77,431 Closed
LMGAM
2407
Liberty Mutual Group Asset Management
Massachusetts
-$16.5M -76,935 Closed
Squarepoint
2408
Squarepoint
New York
-$11.8M -55,262 Closed
SII
2409
Silchester International Investors
United Kingdom
-$6M -28,013 Closed
GECH
2410
Garnet Equity Capital Holdings
New York
-$4.28M -20,000 Closed
Verition Fund Management
2411
Verition Fund Management
Connecticut
-$3.73M -17,428 Closed
GCM
2412
Graham Capital Management
Connecticut
-$3.41M -15,949 Closed
WC
2413
Wexford Capital
Florida
-$3.24M -15,112 Closed
MWNA
2414
Marshall Wace North America
New York
-$2.86M -13,346 Closed
FEG
2415
Fund Evaluation Group
Ohio
-$2.63M -12,305 Closed
HCM
2416
Highbridge Capital Management
New York
-$2.55M -11,914 Closed
JGGDR
2417
JGP Global Gestao de Recursos
Brazil
-$2.38M -11,139 Closed
CT
2418
CMT Trading
Illinois
-$2.25M -10,500 Closed
BCP
2419
Blackhawk Capital Partners
Wisconsin
-$333K -10,413 Closed
FCM
2420
Fairholme Capital Management
Florida
-$2.06M -9,600 Closed
CCM
2421
Cadence Capital Management
Massachusetts
-$1.98M -9,239 Closed
DWM
2422
Dynasty Wealth Management
Florida
-$1.76M -8,227 Closed
NIMI
2423
Natixis Investment Managers International
France
-$1.63M -7,620 Closed
S
2424
SimplyRich
California
-$1.57M -7,343 Closed
PCM
2425
Penserra Capital Management
California
-$1.49M -6,980 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.