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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
RCC
826
Red Cedar Capital
Nebraska
$6.81M +$7.21K +35 +0.1%
PWW
827
Pettyjohn Wood & White
Virginia
$6.81M -$140K -680 -2%
PAM
828
Private Asset Management
California
$6.8M -$230K -1,116 -3%
VNB
829
Virginia National Bank
Virginia
$6.79M -$799K -3,876 -11%
BFM
830
Boston Financial Management
Massachusetts
$6.79M -$231K -1,122 -3%
CHP
831
Cable Hill Partners
Oregon
$6.77M -$586K -2,842 -8%
EIP
832
Easterly Investment Partners
Massachusetts
$6.76M +$2.58M +12,500 +63%
IRF
833
IBM Retirement Fund
New York
$6.75M -$71.7K -348 -1%
BBA
834
BLB&B Advisors
Pennsylvania
$6.72M -$214K -1,040 -3%
KJWM
835
Kiley Juergens Wealth Management
Washington
$6.71M +$294K +1,427 +5%
TWM
836
TLW Wealth Management
Florida
$6.7M +$234K +1,134 +4%
PCM
837
Palisade Capital Management
New Jersey
$6.69M -$42.4K -206 -0.6%
CAM
838
Cubic Asset Management
Massachusetts
$6.69M -$18.3K -89 -0.3%
SAM
839
Strategy Asset Managers
California
$6.68M +$6.33M +30,730 +2,258%
OBGC
840
O'Brien Greene & Co
Pennsylvania
$6.64M -$63.3K -307 -1%
PMG
841
ProVise Management Group
Florida
$6.62M -$65.1K -316 -1%
IFLIT
842
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$6.61M
MWM
843
Mission Wealth Management
California
$6.57M +$89.4K +434 +1%
FIM
844
FourPoints Investment Managers
France
$6.55M +$2.27M +11,000 +54%
CAM
845
Columbia Asset Management
Michigan
$6.46M -$43.3K -210 -0.7%
POIA
846
Pin Oak Investment Advisors
Texas
$6.46M +$3.45M +16,756 +117%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.44M +$262K +1,274 +4%
Nomura Holdings
848
Nomura Holdings
Japan
$6.41M -$8.24M -39,977 -56%
FCBT
849
First Citizens Bank & Trust
North Carolina
$6.41M +$303K +1,473 +5%
AAIM
850
Asset Advisors Investment Management
Georgia
$6.39M -$567K -2,750 -8%

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.