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
TCOV
451
Trust Company of Vermont
Vermont
$21.9M +$226K +1,098 +1%
PC
452
Pecaut & Co
Iowa
$21.8M -$734K -3,562 -3%
JWA
453
JFS Wealth Advisors
Pennsylvania
$21.8M -$484K -2,348 -2%
SC
454
Saybrook Capital
North Carolina
$21.8M +$92.7K +450 +0.4%
GJCM
455
Grand Jean Capital Management
California
$21.8M -$26.8K -130 -0.1%
RFC
456
Regions Financial Corp
Alabama
$21.7M -$1.73M -8,382 -7%
CCB
457
Cutter & Co Brokerage
Missouri
$21.4M +$1.73M +8,403 +9%
JCM
458
Jacobi Capital Management
Pennsylvania
$21.3M +$977K +4,740 +5%
GD
459
Grandfield & Dodd
New York
$21.2M +$74.6K +362 +0.4%
FTIOP
460
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.1M -$331K -1,607 -2%
SEI Investments
461
SEI Investments
Pennsylvania
$21M +$125K +605 +0.6%
TYCC
462
Texas Yale Capital Corp
Florida
$20.9M -$170K -825 -0.8%
KRS
463
Kentucky Retirement Systems
Kentucky
$20.9M +$2.11M +10,233 +11%
UONDDL
464
University of Notre Dame du Lac
Indiana
$20.9M
FT
465
Fiduciary Trust
Massachusetts
$20.8M +$1.42M +6,912 +7%
GPCM
466
Greenbrier Partners Capital Management
Texas
$20.7M -$121K -587 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
467
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.6M -$824K -4,000 -4%
CS
468
Cannell & Spears
New York
$20.6M +$1.59M +7,737 +8%
MA
469
Menlo Advisors
California
$20.6M +$88K +427 +0.4%
SDWIA
470
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$20.5M +$584K +2,833 +3%
CAMG
471
CWA Asset Management Group
Florida
$20.4M -$1.71M -8,323 -8%
PAS
472
Professional Advisory Services
Florida
$20.2M +$751K +3,646 +4%
GI
473
GAMCO Investors
Connecticut
$20.2M -$23.9K -116 -0.1%
PC
474
Port Capital
Illinois
$20.1M +$1.1M +5,338 +6%
SEM
475
Suncoast Equity Management
Florida
$20M -$1.27M -6,140 -6%

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.