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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
YL
876
YCG LLC
Texas
$5.95M
KCPG
877
Kavar Capital Partners Group
Kansas
$5.89M +$190K +921 +3%
SB
878
Simmons Bank
Arkansas
$5.88M -$87.6K -425 -1%
SLI
879
Sumitomo Life Insurance
Japan
$5.86M -$742K -3,599 -11%
BJL
880
Brighton Jones LLC
Washington
$5.86M +$168K +815 +3%
BAM
881
Belpointe Asset Management
Nevada
$5.83M +$1.47M +7,145 +34%
FM
882
Family Management
New York
$5.8M +$2.67M +12,961 +87%
MCP
883
Mirador Capital Partners
California
$5.77M +$49.2K +239 +0.9%
AF
884
Arrow Financial
New York
$5.74M -$282K -1,370 -5%
Fiera Capital (Canada)
885
Fiera Capital (Canada)
Quebec, Canada
$5.73M +$102K +496 +2%
KS
886
Karpas Strategies
Connecticut
$5.71M -$155K -750 -3%
MC
887
Moors & Cabot
Massachusetts
$5.71M +$1.72M +8,369 +44%
HIC
888
Hartline Investment Corp
Illinois
$5.69M +$30.9K +150 +0.6%
ECM
889
Evergreen Capital Management
Washington
$5.68M -$107K -519 -2%
GWA
890
Guidant Wealth Advisors
Illinois
$5.68M +$107K +517 +2%
IPW
891
Inlet Private Wealth
Florida
$5.67M +$107K +520 +2%
CBT
892
Capital Bank & Trust
California
$5.66M -$94.2K -457 -2%
ST
893
Smithfield Trust
Pennsylvania
$5.66M -$140K -680 -2%
CCT
894
Country Club Trust
Missouri
$5.66M -$120K -581 -2%
APA
895
American Portfolios Advisors
New York
$5.63M -$92.3K -448 -2%
MPAM
896
Murphy Pohlad Asset Management
Minnesota
$5.62M -$46.4K -225 -0.8%
SFS
897
Searcy Financial Services
Kansas
$5.61M -$102K -497 -2%
MBTD
898
Mechanics Bank - Trust Department
California
$5.61M +$728K +3,532 +15%
SFSG
899
Stearns Financial Services Group
North Carolina
$5.61M -$158K -766 -3%
RWP
900
RWA Wealth Partners
Massachusetts
$5.6M +$217K +1,052 +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.