Berkshire Hathaway Class B
BRK.B
2,398 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 971 increasing their positions, 812 reducing their positions, and 83 closing their positions.
245% more first-time investments, than exits
New positions opened: 286 | 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: 971 | Existing positions reduced: 812
8% more funds holding
Funds holding: 2,218 → 2,398 (+180)
1.38% more ownership
Funds ownership: 66% → 67.38% (+1.4%)
3% less capital invested
Capital invested by funds: $193B → $187B (-$5.73B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$956M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$822M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$820M |
| 4 |
BlackRock
New York
|
+$620M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$457M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.04B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$534M |
| 3 |
State Street
Boston,
Massachusetts
|
-$520M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$266M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$227M |
BRK.B Hedge Fund Activity: Q4 2018 in Review
2,398 of the 4,505 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% from $193B a quarter earlier.
Buyers outnumbered sellers: 286 funds opened new BRK.B positions and 83 closed out — a net gain of 203 holders — while 971 added to existing stakes and 812 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.
- 2,398 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% quarter-over-quarter.
- 286 funds opened new Berkshire Hathaway Class B positions in Q4 2018 and 83 closed out, a net change of +203 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.