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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
EP
601
Elkhorn Partners
Nebraska
$12.9M +$227K +1,100 +2%
JIM
602
Jupiter Investment Management
United Kingdom
$12.9M +$12.5M +60,479 +4,320%
HC
603
Hendley & Co
Ohio
$12.8M -$120K -580 -0.9%
FSA
604
Franklin Street Advisors
North Carolina
$12.8M -$7.83K -38 -0.1%
MA
605
Mutual Advisors
Nebraska
$12.8M -$460K -2,232 -3%
Skandinaviska Enskilda Banken (SEB)
606
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.8M -$608K -2,952 -5%
FAT
607
First American Trust
California
$12.8M +$1.73M +8,401 +16%
CA
608
Callahan Advisors
Texas
$12.8M +$67.6K +328 +0.5%
PA
609
Parallel Advisors
California
$12.8M -$330K -1,601 -3%
CAM
610
Capco Asset Management
Florida
$12.8M +$173K +840 +1%
HB
611
Homrich & Berg
Georgia
$12.8M -$1.16M -5,631 -8%
PWP
612
Private Wealth Partners
California
$12.8M +$435K +2,109 +4%
WP
613
Wedgewood Partners
Missouri
$12.7M -$56.9M -276,293 -82%
ADEF
614
Adams Diversified Equity Fund
Maryland
$12.7M
TCM
615
Twin Capital Management
Pennsylvania
$12.6M -$1.26M -6,133 -9%
BC
616
Burney Company
Virginia
$12.6M +$8.92M +43,311 +252%
JCM
617
Janney Capital Management
Pennsylvania
$12.5M -$945K -4,586 -7%
FLII
618
First Long Island Investors
New York
$12.4M +$29.5K +143 +0.2%
BFIM
619
Beese Fulmer Investment Management
Ohio
$12.4M +$4.36M +21,166 +55%
SFA
620
Sequoia Financial Advisors
Ohio
$12.4M -$422K -2,047 -3%
FWM
621
Frontier Wealth Management
Missouri
$12.4M -$1.84M -8,945 -13%
WCM
622
Weik Capital Management
Pennsylvania
$12.3M -$171K -830 -1%
Truist Financial
623
Truist Financial
North Carolina
$12.2M -$98.5K -478 -0.8%
Verition Fund Management
624
Verition Fund Management
Connecticut
$12.1M -$1.85M -8,986 -13%
AWM
625
Altium Wealth Management
New York
$12M -$104K -506 -0.9%

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.