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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
FPP
51
Findlay Park Partners
United Kingdom
$522M +$70.9M +344,084 +16%
Barclays
52
Barclays
United Kingdom
$515M -$140M -679,138 -22%
RCWMU
53
Rothschild & Co Wealth Management (UK)
United Kingdom
$512M -$2.75M -13,328 -0.5%
First Manhattan
54
First Manhattan
New York
$499M -$12.8K -62 -0%
AVC
55
Arlington Value Capital
Utah
$483M +$65M +315,539 +16%
Diamond Hill Capital Management
56
Diamond Hill Capital Management
Ohio
$477M +$14.5M +70,586 +3%
GRQ
57
Gardner Russo & Quinn
Pennsylvania
$471M -$14.5M -70,153 -3%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$467M -$3.5M -17,000 -0.8%
AQR Capital Management
59
AQR Capital Management
Connecticut
$453M -$29.2M -141,926 -6%
Fidelity International
60
Fidelity International
Bermuda
$442M -$90.6M -439,657 -17%
LCOV
61
London Company of Virginia
Virginia
$441M +$121M +585,399 +38%
RJA
62
Raymond James & Associates
Florida
$435M +$24.7M +119,975 +6%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$425M +$95.9M +465,296 +29%
AAMU
64
Amundi Asset Management US
Massachusetts
$418M +$164M +797,878 +66%
FWIA
65
Fort Washington Investment Advisors
Ohio
$412M -$10.2M -49,553 -2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$403M +$35.6M +172,837 +10%
CS
67
Credit Suisse
Switzerland
$402M -$2.15M -10,438 -0.5%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$401M +$5.02M +24,355 +1%
Canada Life
69
Canada Life
Manitoba, Canada
$400M +$19.9M +96,797 +5%
APG Asset Management
70
APG Asset Management
Netherlands
$349M -$17.6M -85,421 -4%
ClearBridge Investments
71
ClearBridge Investments
New York
$343M +$6.07M +29,483 +2%
DSA
72
Davis Selected Advisers
Arizona
$331M -$7.05M -34,206 -2%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$331M +$6.9M +33,484 +2%
MG
74
Markel Group
Virginia
$317M +$447K +2,170 +0.1%
BWA
75
Brave Warrior Advisors
New York
$313M +$50.4M +244,438 +19%

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.