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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
AAM
926
Auxier Asset Management
Oregon
$5.24M
MAM
927
Martingale Asset Management
Massachusetts
$5.23M +$289K +1,402 +6%
HR
928
Howe & Rusling
New York
$5.17M -$193K -935 -4%
AFA
929
Arlington Financial Advisors
California
$5.16M +$35.6K +173 +0.7%
KIA
930
KCM Investment Advisors
California
$5.14M -$1.41M -6,855 -22%
EWA
931
Exencial Wealth Advisors
Oklahoma
$5.13M -$27.6K -134 -0.5%
LA
932
LFL Advisers
Illinois
$5.12M
KFGK
933
Keystone Financial Group (Kentucky)
Kentucky
$5.11M -$39.6K -192 -0.8%
ATIA
934
American Trust Investment Advisors
New Hampshire
$5.08M -$222K -1,076 -4%
PGAM
935
Princeton Global Asset Management
New Jersey
$5.04M +$77.9K +378 +2%
FVSAZ
936
Flossbach von Storch AG Zurich
Switzerland
$5.04M +$1.48M +7,175 +42%
OAG
937
Orbis Allan Gray
Bermuda
$4.99M +$1.29M +6,241 +35%
CM
938
Churchill Management
California
$4.99M -$292K -1,419 -6%
EWA
939
Evolution Wealth Advisors
Florida
$4.98M +$4.93M +23,927 New
MRI
940
Mad River Investors
Massachusetts
$4.96M -$72.1K -350 -1%
DIA
941
Dean Investment Associates
Ohio
$4.96M -$65.9K -320 -1%
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$4.96M +$67.6K +328 +1%
P
943
Pitcairn
Pennsylvania
$4.94M -$54.6K -265 -1%
CQS
944
Credential Qtrade Securities
$4.92M -$53.8K -261 -1%
RG
945
Rikoon Group
New Mexico
$4.92M -$175K -850 -3%
EW
946
Evoke Wealth
California
$4.9M +$4.85M +23,545 New
FI
947
Financial Insights
Washington
$4.89M +$18.7K +91 +0.4%
FFG
948
Frisch Financial Group
New York
$4.88M +$3.17M +15,365 +190%
Man Group
949
Man Group
United Kingdom
$4.87M -$4.84M -23,495 -50%
Capital Fund Management (CFM)
950
Capital Fund Management (CFM)
France
$4.85M +$4.8M +23,306 New

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.