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Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2476
Omega Financial Group
California
-$237K -1,114 Closed
EPA
2477
Element Pointe Advisors
Florida
-$237K -1,111 Closed
SIA
2478
Strategic Investment Advisors
Michigan
-$229K -1,075 Closed
FSC
2479
Full Sail Capital
Oklahoma
-$214K -1,073 Closed
PD
2480
Planning Directions
Pennsylvania
-$224K -1,050 Closed
VWM
2481
Valley Wealth Managers
New Jersey
-$220K -1,035 Closed
PW
2482
Peninsula Wealth
California
-$204K -957 Closed
SFG
2483
SevenBridge Financial Group
Pennsylvania
-$190K -890 Closed
CFG
2484
CKW Financial Group
Hawaii
-$171K -800 Closed
HH
2485
HWG Holdings
Texas
-$165K -774 Closed
CWM
2486
Cedar Wealth Management
California
-$147K -690 Closed
DWA
2487
Dougherty Wealth Advisers
Minnesota
-$113K -529 Closed
TFA
2488
Transamerica Financial Advisors
Florida
-$88K -410 Closed
WAM
2489
Wolverine Asset Management
Illinois
-$82K -388 Closed
AWM
2490
Apollon Wealth Management
South Carolina
-$72K -339 Closed
TA
2491
TCG Advisors
Texas
-$69K -320 Closed
NC
2492
NewSquare Capital
Pennsylvania
-$51K -240 Closed
CWA
2493
Clarus Wealth Advisors
Arizona
-$51K -239 Closed
PVH
2494
Psagot Value Holdings
Israel
-$36K -170 Closed
TM
2495
Titan Managers
Arizona
-$36K -170 Closed
HFM
2496
Harvest Fund Management
China
-$32K -150 Closed
MUS
2497
Mitsubishi UFJ Securities
Japan
-$28K -130 Closed
VEA
2498
Virtus ETF Advisers
New York
-$8K -38 Closed
SMFG
2499
Sumitomo Mitsui Financial Group
Japan
-$4K -20 Closed
PRC
2500
Pearl River Capital
Michigan
-$3K -16 Closed

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.