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
WI
426
Wintrust Investments
Illinois
$24.2M +$229K +1,113 +1%
CIM
427
Courant Investment Management
Tennessee
$24.2M
SCM
428
Stevens Capital Management
Pennsylvania
$24.1M -$5.29M -25,686 -18%
TAM
429
Tocqueville Asset Management
New York
$24.1M -$5.91M -28,669 -20%
DOA
430
D'Orazio & Associates
Virginia
$23.6M -$502K -2,437 -2%
AIMCA
431
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.5M -$35.4M -171,700 -60%
HCM
432
Hollencrest Capital Management
California
$23.3M -$19M -92,300 -45%
DCM
433
Dupont Capital Management
Delaware
$23.3M -$3.52M -17,100 -13%
GG
434
Gofen & Glossberg
Illinois
$23.2M -$360K -1,748 -2%
WorldQuant Millennium Advisors
435
WorldQuant Millennium Advisors
New York
$23M -$61.2K -297 -0.3%
BA
436
Bridgewater Associates
Connecticut
$22.7M -$5.31M -25,793 -19%
HI
437
Hendershot Investments
Virginia
$22.7M +$153K +741 +0.7%
RCM
438
Rockshelter Capital Management
Pennsylvania
$22.6M -$2.73M -13,262 -11%
HKAM
439
Horizon Kinetics Asset Management
New York
$22.5M -$399K -1,937 -2%
FAAS
440
First Allied Advisory Services
California
$22.5M +$1.29M +6,285 +6%
CANC
441
Culbertson A N & Co
Virginia
$22.4M -$61.6K -299 -0.3%
BF
442
BOK Financial
Oklahoma
$22.4M +$1.74M +8,450 +9%
JIC
443
JRM Investment Counsel
Nebraska
$22.3M +$1.71M +8,319 +8%
HA
444
Halsey Associates
Connecticut
$22.3M +$1.24M +6,041 +6%
TAF
445
Tredje AP-fonden
Sweden
$22.2M -$673K -3,266 -3%
BB
446
Busey Bank
Illinois
$22.1M +$3.95M +19,149 +22%
ZIG
447
Zuckerman Investment Group
Illinois
$22M -$106K -513 -0.5%
WIC
448
Whitegate Investment Counselors
New Hampshire
$22M -$93.1K -452 -0.4%
PSUF
449
People's United Financial
Connecticut
$22M -$4.43M -21,486 -17%
FNT
450
First Nebraska Trust
Nebraska
$21.9M +$43.5K +211 +0.2%

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.