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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
PHK
2426
Point72 Hong Kong
Hong Kong
– -$1.49M -6,942 Closed
LJAC
2427
L.J. Altfest & Co
New York
– -$1.47M -6,873 Closed
CRWM
2428
Castle Rock Wealth Management
California
– -$1.5M -6,852 Closed
PCM
2429
Price Capital Management
Louisiana
– -$1.45M -6,768 Closed
MIH
2430
Meitav Investment House
Israel
– -$1.21M -5,642 Closed
VAM
2431
Verity Asset Management
North Carolina
– -$1.17M -5,462 Closed
XS
2432
XR Securities
Illinois
– -$1.08M -5,068 Closed
ZB
2433
Zions Bancorporation
Utah
– -$1.08M -5,031 Closed
CAS
2434
Cue Advisory Services
Arizona
– -$990K -4,622 Closed
NIT
2435
NumerixS Investment Technologies
British Columbia, Canada
– -$975K -4,500 Closed
QSS
2436
Quantitative Systematic Strategies
Florida
– -$861K -4,023 Closed
JT
2437
Jump Trading
Illinois
– -$694K -3,240 Closed
FAF
2438
Första AP-fonden
Sweden
– -$638K -2,981 Closed
PWSG
2439
Pacific Wealth Strategies Group
California
– -$637K -2,976 Closed
LCM
2440
Laurion Capital Management
New York
– -$636K -2,971 Closed
AWA
2441
Alaska Wealth Advisors
Alaska
– -$574K -2,683 Closed
HIM
2442
HughesLittle Investment Management
– -$565K -2,637 Closed
BRF
2443
B. Riley Financial
California
– -$557K -2,600 Closed
PCMC
2444
Paragon Capital Management (Colorado)
Colorado
– -$557K -2,600 Closed
HFA
2445
HC Financial Advisors
California
– -$522K -2,439 Closed
MC
2446
Miles Capital
Iowa
– -$469K -2,189 Closed
CCM
2447
Chickasaw Capital Management
Tennessee
– -$428K -2,000 Closed
CCM
2448
Crabel Capital Management
California
– -$390K -1,821 Closed
TBNY
2449
Trustco Bank (New York)
New York
– -$370K -1,728 Closed
CFN
2450
Cordasco Financial Network
Florida
– -$321K -1,500 Closed
96 97
98
99 100

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.