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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
TBC
276
Tweedy, Browne Co
Connecticut
$51.7M -$1.24M -6,021 -2%
MCI
277
McDonald Capital Investors
California
$51.1M +$26.5M +128,692 +110%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$51M -$16.1M -78,177 -24%
Nomura Asset Management
279
Nomura Asset Management
Japan
$50.8M +$2.31M +11,218 +5%
SBH
280
Segall Bryant & Hamill
Illinois
$50.7M -$2.8M -13,580 -5%
BFS
281
Bradley Foster & Sargent
Connecticut
$50.5M -$299K -1,450 -0.6%
CG
282
Colony Group
Massachusetts
$50.4M -$1.18M -5,712 -2%
OAM
283
Oppenheimer Asset Management
New York
$50.1M +$935K +4,539 +2%
WIM
284
Wittenberg Investment Management
Massachusetts
$50M -$82.4K -400 -0.2%
DMIC
285
Dixon Mitchell Investment Counsel
British Columbia, Canada
$49.8M +$1.58M +7,664 +3%
AT
286
AMF Tjänstepension
Sweden
$49.7M +$26.1M +126,477 +113%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$49.3M -$164K -794 -0.3%
CSIC
288
Clifford Swan Investment Counsel
California
$49.2M +$221K +1,074 +0.5%
Mariner
289
Mariner
Kansas
$48.4M -$648K -3,144 -1%
BMO
290
Beck Mack & Oliver
New York
$47.8M -$934K -4,535 -2%
HPC
291
HM Payson & Co
Maine
$47.4M +$1.23M +5,975 +3%
NG
292
Northstar Group
New York
$47.1M -$265K -1,285 -0.6%
PI
293
Putnam Investments
Massachusetts
$47.1M +$123K +597 +0.3%
CWM
294
CIBC World Markets
New York
$46.5M -$24.4M -118,337 -35%
CAG
295
Crestwood Advisors Group
Massachusetts
$46.1M +$487K +2,362 +1%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$45.8M
AC
297
Athanor Capital
New York
$45.1M +$19.3M +93,560 +76%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45M +$161K +779 +0.4%
FIM
299
Foresters Investment Management
New York
$44.9M -$5.21M -25,273 -10%
DADC
300
D.A. Davidson & Co
Montana
$44.9M +$57.1K +277 +0.1%

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.