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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
APTFM
2451
AGUR Provident & Training Funds Management
Israel
– -$2.33M -12,084 Closed
CPA
2452
Cowen Prime Advisors
New York
– -$2.33M -11,400 Closed
EWM
2453
Elite Wealth Management
Washington
– -$2.02M -9,918 Closed
Arrowstreet Capital
2454
Arrowstreet Capital
Massachusetts
– -$1.41M -6,900 Closed
QAM
2455
Questar Asset Management
Minnesota
– -$1.4M -6,871 Closed
TP
2456
Truvvo Partners
New York
– -$1.37M -6,724 Closed
PS
2457
Portfolio Solutions
Michigan
– -$1.31M -6,419 Closed
PFS
2458
Prospera Financial Services
Texas
– -$1.27M -6,288 Closed
VAG
2459
VisionPoint Advisory Group
Texas
– -$1.26M -6,194 Closed
IFWM
2460
Institute for Wealth Management
Colorado
– -$1.13M -5,555 Closed
SGI
2461
Summit Global Investments
Utah
– -$964K -4,724 Closed
OAMU
2462
Ostrum Asset Management US
New York
– -$935K -4,577 Closed
CI
2463
Cavalier Investments
Georgia
– -$775K -3,797 Closed
MWM
2464
MinichMacGregor Wealth Management
New York
– -$633K -3,450 Closed
CCA
2465
Catalyst Capital Advisors
New York
– -$684K -3,350 Closed
BWM
2466
BT Wealth Management
Georgia
– -$618K -3,050 Closed
LBA
2467
Letko, Brosseau & Associates
Quebec, Canada
– -$618K -3,025 Closed
PP
2468
Paloma Partners
Connecticut
– -$615K -3,012 Closed
Jennison Associates
2469
Jennison Associates
New York
– -$608K -2,976 Closed
BC
2470
Banced Corp
Illinois
– -$603K -2,953 Closed
TRAM
2471
Tuscan Ridge Asset Management
Illinois
– -$563K -2,759 Closed
TH
2472
Timber Hill
Connecticut
– -$551K -2,700 Closed
SPI
2473
Santori & Peters Inc
Pennsylvania
– -$536K -2,628 Closed
IIM
2474
Ironwood Investment Management
Massachusetts
– -$429K -2,103 Closed
FFG
2475
Fortem Financial Group
California
– -$401K -1,965 Closed
97 98
99
100 101

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.