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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
IG
401
ING Group
Netherlands
$27.5M +$25.9M +125,854 +2,021%
SS
402
Sunbelt Securities
Texas
$27.1M +$21.7M +105,372 +427%
RCM
403
Riverhead Capital Management
Delaware
$27M +$4.74M +23,025 +22%
SFM
404
Stack Financial Management
Montana
$27M +$181K +880 +0.7%
AC
405
Allstate Corporation
Illinois
$26.9M +$1.57M +7,603 +6%
ABC
406
Associated Banc-Corp
Wisconsin
$26.7M +$322K +1,561 +1%
SAM
407
Shell Asset Management
Netherlands
$26.6M -$524K -2,545 -2%
WPIC
408
White Pine Investment Company
Michigan
$26.5M -$12.2K -59 -0%
DILIC
409
Dai-ichi Life Insurance Company
Japan
$26.4M -$4.46M -21,661 -15%
YAM
410
Yacktman Asset Management
Texas
$26.4M +$690K +3,351 +3%
SRC
411
Shufro Rose & Co
New York
$26.2M -$620K -3,011 -2%
COPPSERS
412
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.1M +$2.45M +11,889 +10%
ACA
413
Anchor Capital Advisors
Massachusetts
$25.8M -$234K -1,137 -0.9%
HIC
414
Harvey Investment Company
Kentucky
$25.7M +$38.1K +185 +0.1%
WT
415
Whittier Trust
California
$25.7M +$1.13M +5,497 +5%
WAM
416
World Asset Management
Michigan
$25.7M +$383K +1,859 +2%
DC
417
Defender Capital
North Carolina
$25.5M -$2.24M -10,885 -8%
VIMU
418
Veritas Investment Management (UK)
United Kingdom
$25.3M +$181K +880 +0.7%
CAN
419
Cetera Advisor Networks
California
$25.1M +$74.4K +361 +0.3%
CCM
420
Covington Capital Management
California
$24.9M +$512K +2,483 +2%
RIG
421
Roosevelt Investment Group
New York
$24.7M +$1.85M +8,989 +8%
NPA
422
Nichols & Pratt Advisers
Massachusetts
$24.6M -$172K -837 -0.7%
RC
423
RegentAtlantic Capital
New Jersey
$24.6M +$892K +4,329 +4%
MML Investors Services
424
MML Investors Services
Massachusetts
$24.5M -$2.81M -13,634 -10%
AC
425
Avenir Corporation
Virginia
$24.4M +$675K +3,276 +3%

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.