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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
MLL
526
Moody Lynn & Lieberson
Massachusetts
$17M -$7.17M -34,814 -30%
GLLW
527
Graves Light Lenhart Wealth
Virginia
$17M +$1.83M +8,884 +13%
MCM
528
McKinley Capital Management
Alaska
$16.9M -$1.64M -7,956 -9%
GAM
529
Gotham Asset Management
New York
$16.8M -$3.44M -16,707 -17%
HLCM
530
Hi-Line Capital Management
South Dakota
$16.8M +$84.7K +411 +0.5%
GP
531
Greenline Partners
New York
$16.7M -$699K -3,395 -4%
Wolverine Trading
532
Wolverine Trading
Illinois
$16.6M -$5.27M -25,565 -24%
ZIG
533
Zurich Insurance Group
Switzerland
$16.5M -$5.47M -26,539 -25%
VFA
534
Valeo Financial Advisors
Indiana
$16.5M +$88.2K +428 +0.5%
HCMT
535
Highland Capital Management (Tennessee)
Tennessee
$16.3M -$435K -2,110 -3%
SC
536
SouthState Corp
Florida
$16.2M +$403K +1,957 +3%
DWM
537
Doyle Wealth Management
Florida
$16.2M -$207K -1,006 -1%
GA
538
GFS Advisors
Texas
$16.1M +$944K +4,580 +6%
DY
539
Dowling & Yahnke
California
$16M -$21.4K -104 -0.1%
TAM
540
Tiverton Asset Management
Delaware
$16M +$732K +3,552 +5%
WTC
541
WhitTier Trust Company
Nevada
$16M +$165K +799 +1%
RC
542
RBO & Co
California
$15.8M +$634K +3,077 +4%
GCGDR
543
Geo Capital Gestora de Recursos
Brazil
$15.8M +$7.79M +37,804 +99%
Macquarie Group
544
Macquarie Group
Australia
$15.7M +$375K +1,822 +2%
NP
545
NS Partners
United Kingdom
$15.7M +$77.5K +376 +0.5%
ST
546
Spinnaker Trust
Maine
$15.6M +$145K +704 +0.9%
BSW
547
Buckingham Strategic Wealth
Missouri
$15.6M -$511K -2,479 -3%
NMIMC
548
Northwestern Mutual Investment Management Company
Wisconsin
$15.5M +$241K +1,170 +2%
HA
549
Heartland Advisors
Wisconsin
$15.5M -$2.02M -9,812 -12%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$15.5M +$2.27K +11 +0%

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.