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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
BJ
301
Brouwer & Janachowski
California
$44.8M +$80.1K +389 +0.2%
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$44.8M +$1.7M +8,230 +4%
PCI
303
Pacifica Capital Investments
Texas
$44.5M -$678K -3,290 -2%
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$44.1M -$168K -814 -0.4%
Robeco Institutional Asset Management
305
Robeco Institutional Asset Management
Netherlands
$44.1M -$1.41M -6,826 -3%
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$43.8M +$5.26M +25,542 +14%
Luther King Capital Management (LKCM)
307
Luther King Capital Management (LKCM)
Texas
$43.7M +$342K +1,661 +0.8%
SCM
308
Sirios Capital Management
Massachusetts
$43.6M +$4.71M +22,883 +12%
Teacher Retirement System of Texas
309
Teacher Retirement System of Texas
Texas
$43.5M +$3.94M +19,114 +10%
CBCM
310
Cook & Bynum Capital Management
Alabama
$43.2M
V
311
Veritable
Delaware
$43M +$749K +3,633 +2%
CVM
312
Cheviot Value Management
California
$42.6M +$1.82M +8,820 +5%
IC
313
InterOcean Capital
Illinois
$42.2M +$1.92M +9,323 +5%
SAM
314
Securian Asset Management
Minnesota
$42.2M +$179K +869 +0.4%
FAF
315
Fjarde Ap-fonden
Sweden
$42M -$2.61M -12,684 -6%
KBC Group
316
KBC Group
Belgium
$42M -$16.7M -81,098 -29%
QAM
317
QCI Asset Management
New York
$41.8M +$13.3M +64,756 +48%
RI
318
RWWM Inc
California
$41.5M -$780K -3,785 -2%
LWM
319
Lenox Wealth Management
Ohio
$41.4M -$400K -1,940 -1%
NA
320
Neuburgh Advisers
California
$41.1M +$3.37M +16,346 +9%
EIA
321
Edgemoor Investment Advisors
Maryland
$41.1M -$4.37M -21,230 -10%
B
322
BP
United Kingdom
$41M
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$40.8M -$5.51M -26,766 -12%
AIA
324
Avalon Investment & Advisory
Texas
$40.7M +$1.39M +6,752 +4%
SWA
325
SFMG Wealth Advisors
Texas
$40.7M -$11.9M -57,875 -23%

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.