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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
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$31.1M -$2.02M -9,800 -6%
MA
377
MUFG Americas
New York
$31M -$1.2M -5,829 -4%
OWP
378
Obermeyer Wealth Partners
Colorado
$30.6M -$198K -961 -0.6%
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$30.4M +$1.24M +5,998 +4%
DWM
380
Destination Wealth Management
California
$30.1M +$361K +1,751 +1%
JVBC
381
J.V. Bruni & Co
Colorado
$30.1M -$177K -859 -0.6%
BBI
382
Baxter Bros Inc
Connecticut
$30.1M +$842K +4,085 +3%
MCIM
383
Meadow Creek Investment Management
Georgia
$29.9M +$2.45M +11,888 +9%
NB
384
Norinchukin Bank
Japan
$29.6M +$1.82M +8,849 +7%
GJIC
385
Gamble Jones Investment Counsel
California
$29.5M +$1.24M +6,009 +4%
WC
386
Wexford Capital
Florida
$29.5M +$29.2M +141,791 New
CIC
387
Carnegie Investment Counsel
Ohio
$29.3M -$7.12M -34,559 -20%
ACM
388
Aquamarine Capital Management
New York
$29.2M
II
389
IFM Investors
Australia
$29.2M +$10M +48,672 +53%
SIM
390
Sentry Investment Management
Wisconsin
$29.2M +$460K +2,234 +2%
FDCC
391
Foster Dykema Cabot & Co
Massachusetts
$29.1M -$2.26M -10,961 -7%
PTC
392
Philadelphia Trust Company
Pennsylvania
$28.6M -$2.95M -14,300 -9%
LI
393
Lafayette Investments
Maryland
$28.6M -$140K -678 -0.5%
NFGCM
394
Norman Fields Gottscho Capital Management
New York
$28.3M +$73.1K +355 +0.3%
NAM
395
Nissay Asset Management
Japan
$28M +$824K +3,999 +3%
BPB
396
Badgley, Phelps & Bell
Washington
$27.9M +$1.7M +8,248 +7%
AMAL
397
Asset Management Advisors LLC
Oklahoma
$27.8M -$69.8K -339 -0.3%
FNBOO
398
First National Bank of Omaha
Nebraska
$27.8M +$441K +2,139 +2%
AII
399
AGF Investments Inc
Ontario, Canada
$27.7M
AM
400
Account Management
Massachusetts
$27.5M -$5.06M -24,540 -16%

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.