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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
BSA
476
Braun Stacey Associates
New York
$20M +$654K +3,176 +3%
BFS
477
Baskin Financial Services
Ontario, Canada
$19.9M +$471K +2,288 +2%
OCM
478
Osterweis Capital Management
California
$19.9M +$154K +748 +0.8%
TI
479
TT International
United Kingdom
$19.9M +$525K +2,550 +3%
BIC
480
Beach Investment Counsel
Pennsylvania
$19.8M +$15.2M +73,650 +339%
MAM
481
Meeder Asset Management
Ohio
$19.8M +$24.1K +117 +0.1%
FCI
482
Financial Counselors Inc
Kansas
$19.8M +$2M +9,723 +11%
First Trust Advisors
483
First Trust Advisors
Illinois
$19.7M +$14.2M +68,906 +269%
SWM
484
Segment Wealth Management
Texas
$19.6M +$2.64M +12,815 +16%
LSERS
485
Louisiana State Employees Retirement System
Louisiana
$19.6M -$598K -2,900 -3%
SAM
486
Sawgrass Asset Management
Florida
$19.6M -$18.1M -87,854 -48%
1832 Asset Management
487
1832 Asset Management
Ontario, Canada
$19.6M -$14.4K -70 -0.1%
EBSAM
488
Eubel Brady & Suttman Asset Management
Ohio
$19.6M -$111K -537 -0.6%
PI
489
PEAK6 Investments
Illinois
$19.5M +$11.5M +56,057 +148%
ACM
490
Alta Capital Management
Utah
$19.4M -$2.79M -13,533 -13%
MGIA
491
Matthew Goff Investment Advisor
Texas
$19.4M +$23.5K +114 +0.1%
TNB
492
Thomasville National Bank
Georgia
$19.4M +$506K +2,455 +3%
SSWM
493
Smith Salley Wealth Management
North Carolina
$19.3M +$462K +2,240 +2%
RI
494
Ridgewood Investments
New Jersey
$19.3M -$450K -2,185 -2%
RC
495
Reik & Co
New York
$19.1M +$43.3K +210 +0.2%
KAS
496
Kemnay Advisory Services
New York
$19M +$17.4M +84,303 +1,167%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$19M -$94.8K -460 -0.5%
CGH
498
Crossmark Global Holdings
Texas
$19M -$2.85M -13,850 -13%
AIM
499
AMI Investment Management
Indiana
$19M +$1.39M +6,763 +8%
TSW
500
Thompson Siegel & Walmsley
Virginia
$19M +$178K +866 +1%

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.