We are live on ! Find out more
BRK.B icon

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
SCI
326
S&CO Inc
Massachusetts
$40.5M +$253K +1,230 +0.6%
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$40M +$1.42M +6,900 +4%
PL
328
PWMCO LLC
Illinois
$39.8M -$41.2K -200 -0.1%
WM
329
WS Management
Florida
$39.4M -$98.6M -478,578 -72%
PP
330
Prospector Partners
Connecticut
$39.3M -$4.65M -22,560 -11%
SCA
331
STALEY CAPITAL ADVISERS
Pennsylvania
$39.3M +$16.5K +80 +0%
ERSOT
332
Employees Retirement System of Texas
Texas
$39.2M -$20.3M -98,300 -34%
SAIG
333
Semper Augustus Investments Group
Colorado
$39.1M +$1.35M +6,556 +4%
DnB Asset Management
334
DnB Asset Management
Norway
$38.8M +$1M +4,870 +3%
QI
335
QV Investors
Alberta, Canada
$38.7M -$1.36M -6,614 -3%
CB
336
Commerce Bank
Missouri
$38M +$412K +1,998 +1%
RCAMU
337
Rothschild & Co Asset Management US
Connecticut
$38M -$608K -2,950 -2%
CIM
338
Confluence Investment Management
Missouri
$38M +$600K +2,914 +2%
TH
339
TCTC Holdings
Texas
$37.3M -$92.7K -450 -0.3%
SIC
340
Salem Investment Counselors
North Carolina
$37.2M +$185K +897 +0.5%
CK
341
Cohen Klingenstein
New York
$37.2M +$14.4M +69,854 +64%
VanEck Associates
342
VanEck Associates
New York
$37.2M +$32.8M +159,043 +811%
GCM
343
Gabalex Capital Management
New York
$36.4M
HCM
344
Horan Capital Management
Maryland
$36.2M +$1.81M +8,789 +5%
ICP
345
Ironvine Capital Partners
Nebraska
$36.1M +$3.28M +15,912 +10%
WBC
346
Westpac Banking Corp
Australia
$36M -$13.8M -66,917 -28%
Lazard Asset Management
347
Lazard Asset Management
New York
$36M +$13.3M +64,312 +59%
OC
348
Oppenheimer & Co
New York
$35.6M -$419K -2,032 -1%
LWCA
349
Locust Wood Capital Advisers
New York
$35.5M +$1.28M +6,215 +4%
FCIM
350
Fairview Capital Investment Management
California
$35.5M -$3.19M -15,490 -8%

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.