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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
WA
976
Wealth Architects
California
$4.6M -$43.5K -211 -0.9%
EFS
977
Essex Financial Services
Connecticut
$4.6M -$88.2K -428 -2%
BS
978
Banco Santander
Spain
$4.59M -$1.54M -7,455 -25%
VSI
979
Verde Servicos Internacionais
Brazil
$4.59M +$35.4K +172 +0.8%
MIP
980
Marietta Investment Partners
Wisconsin
$4.57M
PFPT
981
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.54M -$1.44M -7,009 -24%
TWM
982
Titus Wealth Management
California
$4.52M +$344K +1,669 +8%
BRM
983
Boston Research & Management
Massachusetts
$4.5M +$138K +670 +3%
FB
984
Fulton Bank
Pennsylvania
$4.49M +$118K +573 +3%
GI
985
Gradient Investments
Minnesota
$4.49M +$942K +4,571 +27%
WAS
986
Winch Advisory Services
Wisconsin
$4.47M -$30.5K -148 -0.7%
TC
987
TownSquare Capital
Utah
$4.45M +$638K +3,098 +18%
HSA
988
HBK Sorce Advisory
Pennsylvania
$4.44M -$143K -692 -3%
MWP
989
MYCIO Wealth Partners
Pennsylvania
$4.41M +$1.22M +5,944 +39%
IB
990
Intrust Bank
Kansas
$4.37M -$168K -816 -4%
CRC
991
Curi RMB Capital
Illinois
$4.37M -$636K -3,089 -13%
ECM
992
Element Capital Management
New York
$4.35M -$553K -2,684 -11%
HIMC
993
Heritage Investors Management Corp
Maryland
$4.35M -$75.2K -365 -2%
HTC
994
Haverford Trust Company
Pennsylvania
$4.34M -$84.9K -412 -2%
TFS
995
Thoroughbred Financial Services
Tennessee
$4.33M -$88.4K -429 -2%
CCT
996
Chemung Canal Trust
New York
$4.31M -$2.2M -10,691 -34%
RWA
997
Ropes Wealth Advisors
Massachusetts
$4.29M -$40.4K -196 -0.9%
WB
998
WesBanco Bank
West Virginia
$4.29M -$150K -726 -3%
SCM
999
Shelton Capital Management
Colorado
$4.27M
ACP
1000
Aviance Capital Partners
Florida
$4.27M -$2.09M -10,147 -33%

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.