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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
NRS
651
Neville Rodie & Shaw
New York
$11.3M -$960K -4,661 -8%
PTB
652
Pioneer Trust Bank
Oregon
$11.3M -$78.9K -383 -0.7%
SBL
653
Sargent Bickham Lagudis
Colorado
$11.2M -$225K -1,093 -2%
IAA
654
Independent Advisor Alliance
North Carolina
$11.2M +$505K +2,453 +5%
VIP
655
Vantage Investment Partners
Missouri
$11.2M +$43.9K +213 +0.4%
BDWM
656
Brewin Dolphin Wealth Management
Ireland
$11.1M +$446K +2,165 +4%
OMC
657
Overbrook Management Corp
New York
$11M -$574K -2,784 -5%
AIP
658
Ameritas Investment Partners
Nebraska
$11M -$42K -204 -0.4%
MIM
659
Martin Investment Management
Florida
$11M +$39.1K +190 +0.4%
WA
660
WP Advisors
California
$10.9M +$107K +517 +1%
CEP
661
Chicago Equity Partners
Illinois
$10.9M -$786K -3,815 -7%
CWM
662
Cabot Wealth Management
Massachusetts
$10.9M +$14.6K +71 +0.1%
AF
663
Alerus Financial
North Dakota
$10.9M +$1.4M +6,784 +15%
WCF
664
West Coast Financial
California
$10.8M -$109K -529 -1%
CC
665
Chicago Capital
Illinois
$10.8M +$46.4K +225 +0.4%
LKIM
666
Lawson Kroeker Investment Management
Nebraska
$10.8M -$805K -3,905 -7%
MC
667
Middleton & Co
Massachusetts
$10.8M -$209K -1,016 -2%
HC
668
Henshaw Capital
Massachusetts
$10.7M
SFS
669
Sowell Financial Services
Arkansas
$10.7M +$10.6M +51,455 New
CIA
670
Choate Investment Advisors
Massachusetts
$10.7M -$159K -774 -1%
MCM
671
Murphy Capital Management
New Jersey
$10.7M -$175K -849 -2%
Rockefeller Capital Management
672
Rockefeller Capital Management
New York
$10.7M +$1.72M +8,346 +19%
MI
673
Markston International
New York
$10.6M +$573K +2,780 +6%
KAM
674
Knightsbridge Asset Management
California
$10.6M -$161K -780 -2%
WCA
675
Waratah Capital Advisors
Ontario, Canada
$10.6M -$34.6M -167,831 -77%

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.