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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
RTS
776
Round Table Services
New Jersey
$7.95M -$370K -1,794 -4%
DA
777
Denali Advisors
California
$7.95M +$7.6M +36,900 +2,838%
PL
778
Parkwood LLC
Ohio
$7.94M +$7.86M +38,168 New
TVAMP
779
Tennessee Valley Asset Management Partners
Tennessee
$7.89M +$749K +3,634 +11%
BC
780
Brinker Capital
Pennsylvania
$7.89M +$2.68M +13,025 +52%
FANJ
781
Financial Architects (New Jersey)
New Jersey
$7.87M -$45.3M -219,930 -85%
CCA
782
Covey Capital Advisors
Georgia
$7.87M +$412K +2,000 +6%
PAIM
783
Punch & Associates Investment Management
Minnesota
$7.87M -$84.7K -411 -1%
NCM
784
Northside Capital Management
Oregon
$7.81M +$3.68M +17,837 +90%
PFM
785
Patton Fund Management
Texas
$7.8M +$572K +2,776 +8%
ODCM
786
Old Dominion Capital Management
Virginia
$7.78M +$441K +2,140 +6%
FFWA
787
FRG Family Wealth Advisors
Washington
$7.76M -$134K -650 -2%
GCM
788
Grisanti Capital Management
New York
$7.75M +$4.47M +21,689 +139%
TPW
789
Tiller Private Wealth
Pennsylvania
$7.68M -$92.1K -447 -1%
SSB
790
Sandy Spring Bank
Maryland
$7.68M +$66.3K +322 +0.9%
CA
791
Cornerstone Advisory
Maryland
$7.56M +$533K +2,587 +8%
HCM
792
Hutner Capital Management
Vermont
$7.56M -$196K -949 -3%
MC
793
Muhlenkamp & Co
Pennsylvania
$7.56M +$7.48M +36,322 New
SHWM
794
Smith & Howard Wealth Management
Georgia
$7.52M -$296K -1,439 -4%
ATC
795
Argent Trust Co
Tennessee
$7.47M +$764K +3,709 +12%
OIA
796
OneDigital Investment Advisors
Kansas
$7.45M +$2.54M +12,307 +52%
Cerity Partners
797
Cerity Partners
New York
$7.42M +$108K +526 +1%
RCM
798
RB Capital Management
Nevada
$7.41M +$256K +1,242 +4%
FNT
799
First National Trust
Pennsylvania
$7.4M +$322K +1,563 +5%
AWA
800
Arete Wealth Advisors
Illinois
$7.37M -$83.4K -405 -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.