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Berkshire Hathaway Class 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: 2,3972,419 (+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: 540451 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.8B +$462M +2,289,671 +2%
BlackRock
2
BlackRock
New York
$21.4B -$93.2M -461,628 -0.4%
State Street
3
State Street
Massachusetts
$15.7B -$137M -680,592 -0.9%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10.5B -$1.01B -5,000,000 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.1B +$428M +2,119,263 +9%
Northern Trust
6
Northern Trust
Illinois
$4.14B +$52.6M +260,763 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.11B +$68.7M +340,442 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.09B +$7.13M +35,305 +0.2%
Norges Bank
9
Norges Bank
Norway
$2.3B +$185M +917,852 +9%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$1.85B -$42.7M -211,432 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.85B -$174M -863,651 -9%
Morgan Stanley
12
Morgan Stanley
New York
$1.85B -$143M -707,436 -7%
Bank of America
13
Bank of America
North Carolina
$1.83B +$46.3M +229,478 +3%
Charles Schwab
14
Charles Schwab
California
$1.64B +$45.8M +227,054 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.64B -$35.6M -176,296 -2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.63B +$96.3M +476,830 +6%
Boston Partners
17
Boston Partners
Massachusetts
$1.6B -$17.6M -86,966 -1%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.58B +$305M +1,512,611 +24%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.53B +$25.2M +124,983 +2%
Wells Fargo
20
Wells Fargo
California
$1.42B -$36.6M -181,092 -3%
Goldman Sachs
21
Goldman Sachs
New York
$1.4B -$172M -852,939 -11%
TCIM
22
TIAA CREF Investment Management
New York
$1.29B +$16.5M +81,518 +1%
Ameriprise
23
Ameriprise
Minnesota
$1.27B +$60.7M +300,915 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.13B +$84.7M +419,568 +8%
Flossbach Von Storch
25
Flossbach Von Storch
Germany
$1.11B -$42.2M -209,030 -4%

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.