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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
HCM
2426
Horan Capital Management
Maryland
– -$34.4M -168,645 Closed
BCP
2427
BSN Capital Partners
United Kingdom
– -$25.5M -125,000 Closed
FTIOP
2428
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$22.6M -110,880 Closed
LA
2429
Linden Advisors
New York
– -$22.5M -110,000 Closed
VIG
2430
Vienna Insurance Group
Poland
– -$20.4M -100,000 Closed
PI
2431
PEAK6 Investments
Illinois
– -$12.3M -60,825 Closed
JCM
2432
JD Capital Management
Connecticut
– -$10.5M -51,504 Closed
PL
2433
Parkwood LLC
Ohio
– -$9.72M -47,584 Closed
JAM
2434
Jupiter Asset Management
United Kingdom
– -$9.61M -47,565 Closed
IA
2435
IndexIQ Advisors
New York
– -$7.16M -35,073 Closed
6M
2436
6 Meridian
Kansas
– -$6.61M -32,354 Closed
Lord, Abbett & Co
2437
Lord, Abbett & Co
New Jersey
– -$6.19M -30,300 Closed
WCA
2438
Waratah Capital Advisors
Ontario, Canada
– -$6.12M -29,985 Closed
EWA
2439
EP Wealth Advisors
California
– -$5.33M -26,098 Closed
HEIP
2440
Hudson Edge Investment Partners
New Jersey
– -$5.05M -24,758 Closed
BAMF
2441
BI Asset Management Fondsmaeglerselskab
Denmark
– -$5.02M -24,600 Closed
CRA
2442
Circle Road Advisors
New York
– -$4.77M -23,351 Closed
NMC
2443
Nine Masts Capital
Hong Kong
– -$4.71M -23,082 Closed
RP
2444
Rice Partnership
Hawaii
– -$4.68M -22,909 Closed
Loomis, Sayles & Company
2445
Loomis, Sayles & Company
Massachusetts
– -$4.6M -22,517 Closed
TCM
2446
Tuttle Capital Management
Connecticut
– -$4.17M -20,403 Closed
TI
2447
TTP Investments
California
– -$4.12M -20,193 Closed
AWM
2448
Alterna Wealth Management
Texas
– -$3.38M -19,968 Closed
DA
2449
Duality Advisers
Florida
– -$3.38M -16,580 Closed
SA
2450
SRH Advisors
Kansas
– -$2.57M -12,581 Closed
96 97
98
99 100

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.