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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
LHC
1051
Little House Capital
Massachusetts
$3.88M +$6.39K +31 +0.2%
BFC
1052
Bedel Financial Consulting
Indiana
$3.88M
SWM
1053
Strategic Wealth Management
Washington
$3.87M +$118K +574 +3%
PFA
1054
Paradigm Financial Advisors
Missouri
$3.83M -$844K -4,097 -18%
KFA
1055
Kays Financial Advisory
Georgia
$3.83M -$46.6K -226 -1%
CIC
1056
Chilton Investment Company
Connecticut
$3.82M -$587K -2,850 -13%
PMFA
1057
Plante Moran Financial Advisors
Michigan
$3.82M +$27.8K +135 +0.7%
ACPU
1058
Arrowgrass Capital Partners (US)
Delaware
$3.82M +$3.79M +18,372 New
LIM
1059
Leavell Investment Management
Alabama
$3.82M -$139K -677 -4%
CCM
1060
Corsair Capital Management
New York
$3.81M -$87.6K -425 -2%
RBFC
1061
Roman Butler Fullerton & Co
Missouri
$3.8M +$352K +1,707 +10%
IHL
1062
Investment House LLC
California
$3.79M +$232K +1,127 +7%
FPB
1063
First PREMIER Bank
South Dakota
$3.77M +$214K +1,040 +6%
SVWAG
1064
Sound View Wealth Advisors Group
Georgia
$3.75M -$118K -574 -3%
AAF
1065
Andra AP-fonden
Sweden
$3.74M -$886K -4,300 -19%
SCA
1066
Snowden Capital Advisors
New York
$3.74M +$119K +576 +3%
MYLI
1067
Meiji Yasuda Life Insurance
Japan
$3.73M +$4.53K +22 +0.1%
IA
1068
IFG Advisory
Georgia
$3.73M -$334K -1,620 -8%
SNBOSD
1069
Security National Bank of So Dak
Iowa
$3.69M -$352K -1,707 -9%
LA
1070
LVW Advisors
New York
$3.69M -$5.77K -28 -0.2%
GW
1071
GW & Wade
Massachusetts
$3.68M +$44.9K +218 +1%
TWA
1072
TCI Wealth Advisors
Arizona
$3.67M -$3.3K -16 -0.1%
SW
1073
SlateStone Wealth
Florida
$3.67M
LA
1074
LexAurum Advisors
Kansas
$3.66M -$408K -1,981 -10%
GWS
1075
Glassman Wealth Services
Virginia
$3.66M +$1.03K +5 +0%

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.