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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
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$60M +$359K +1,744 +0.6%
PCA
252
Personal Capital Advisors
California
$59.9M +$4.21M +20,430 +8%
ACM
253
AKRE Capital Management
Virginia
$59.6M +$57.3K +278 +0.1%
FIM
254
Frontier Investment Management
Texas
$59.5M +$13.1M +63,341 +28%
PMG
255
Private Management Group
California
$59.4M -$697K -3,384 -1%
SJL
256
Shayne & Jacobs LLC
Tennessee
$58.8M +$655K +3,179 +1%
SFG
257
Sather Financial Group
Texas
$58.7M +$2.63M +12,785 +5%
Citadel Advisors
258
Citadel Advisors
Florida
$58.3M -$78.9M -382,980 -58%
WP
259
WealthPLAN Partners
Nebraska
$58.2M +$111K +537 +0.2%
MSA
260
Mason Street Advisors
Wisconsin
$58.1M +$617K +2,994 +1%
EWM
261
Evercore Wealth Management
New York
$58.1M +$1.22M +5,903 +2%
TF
262
TIAA FSB
Florida
$57.9M +$1.54M +7,475 +3%
AB
263
Amalgamated Bank
New York
$57.6M -$905K -4,394 -2%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$56.9M +$9.81M +47,600 +21%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$55.5M -$686K -3,329 -1%
ISL
266
Ingalls & Snyder LLC
New York
$55.1M -$2.2M -10,654 -4%
PAG
267
Private Advisor Group
New Jersey
$55M +$5.3M +25,747 +11%
HNB
268
Huntington National Bank
Ohio
$55M -$1.07M -5,201 -2%
MOACM
269
Mutual of America Capital Management
New York
$54.6M +$825K +4,002 +2%
GLA
270
Great Lakes Advisors
Illinois
$54.4M -$8.46M -41,039 -14%
RMDI
271
R.M. Davis Inc
Maine
$53M +$1.82M +8,831 +4%
BTW
272
Boston Trust Walden
Massachusetts
$52.9M +$1.31M +6,350 +3%
MAA
273
Mraz Amerine & Associates
California
$52.9M -$486K -2,358 -0.9%
TAM
274
Tyers Asset Management
Texas
$52.3M +$4.29M +20,804 +9%
BHIA
275
Birch Hill Investment Advisors
Massachusetts
$52.2M +$43.7M +212,309 +552%

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.