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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
ATI
851
Act Two Investors
California
$6.37M -$273K -1,326 -4%
RFWA
852
RPg Family Wealth Advisory
Massachusetts
$6.37M -$21.4K -104 -0.3%
CI
853
Conning Inc
Connecticut
$6.36M -$92.5K -449 -1%
AWA
854
ARS Wealth Advisors
Florida
$6.35M -$283K -1,373 -4%
PJSIMP
855
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.35M +$85.7K +416 +1%
JRP
856
Jasper Ridge Partners
California
$6.33M
STB
857
S&T Bank
Pennsylvania
$6.33M -$26.6K -129 -0.4%
BDS
858
Banco de Sabadell
Florida
$6.33M +$73.3K +356 +1%
RBA
859
Richard Bernstein Advisors
New York
$6.29M
GIM
860
Goelzer Investment Management
Indiana
$6.29M -$27.6K -134 -0.4%
WKWM
861
Walter & Keenan Wealth Management
Indiana
$6.28M +$865K +4,200 +16%
MCM
862
Manchester Capital Management
Vermont
$6.25M -$88K -427 -1%
CA
863
Clearstead Advisors
Ohio
$6.24M +$29.5K +143 +0.5%
HHMI
864
Howard Hughes Medical Institute
Maryland
$6.24M +$6.18M +30,000 New
PWLP
865
Prio Wealth Limited Partnership
Massachusetts
$6.24M -$67.8K -329 -1%
WCM
866
WealthBridge Capital Management
Ohio
$6.23M +$581K +2,820 +10%
FQ
867
First Quadrant
California
$6.22M -$5.84M -28,334 -49%
CFA
868
Cahill Financial Advisors
Minnesota
$6.18M +$234K +1,135 +4%
ISB
869
Iowa State Bank
Iowa
$6.15M +$152K +739 +3%
CAM
870
Close Asset Management
United Kingdom
$6.08M +$562K +2,727 +10%
ASN
871
Advisory Services Network
Georgia
$6.07M
NFG
872
Next Financial Group
Texas
$6.07M +$263K +1,278 +5%
TC
873
Telemus Capital
Michigan
$6.04M +$715K +3,470 +14%
VHAM
874
Van Hulzen Asset Management
California
$6.03M -$206K -999 -3%
WC
875
Whitnell & Co
Illinois
$6.02M +$221K +1,075 +4%

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.