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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
SCM
1176
Stonebridge Capital Management
California
$2.93M +$2.64M +12,825 +1,026%
DAM
1177
Delta Asset Management
Tennessee
$2.89M +$316K +1,532 +12%
AFIA
1178
America First Investment Advisors
Nebraska
$2.89M -$83K -403 -3%
CCM
1179
Community Capital Management
Florida
$2.88M +$1,000K +4,853 +54%
LSAG
1180
Lake Street Advisors Group
New Hampshire
$2.87M -$113K -550 -3%
WG
1181
Winton Group
United Kingdom
$2.87M +$2.39M +11,605 +534%
DM
1182
Delphi Management
Massachusetts
$2.86M -$391K -1,898 -12%
AUB
1183
Atlantic Union Bankshares
Virginia
$2.85M +$5.56K +27 +0.2%
YWP
1184
YorkBridge Wealth Partners
New York
$2.85M +$173K +838 +7%
ZIM
1185
Zacks Investment Management
Illinois
$2.84M +$214K +1,039 +8%
ERIM
1186
Eagle Ridge Investment Management
Connecticut
$2.84M
CCM
1187
Cribstone Capital Management
Maine
$2.84M -$477K -2,314 -15%
CT
1188
Coastline Trust
Rhode Island
$2.83M -$431K -2,090 -13%
DFA
1189
Delta Financial Advisors
Louisiana
$2.82M -$2.06K -10 -0.1%
DWT
1190
Dorsey & Whitney Trust
South Dakota
$2.82M +$478K +2,321 +21%
KC
1191
Knuff & Co
California
$2.81M -$595K -2,890 -18%
CBFP
1192
Cedar Brook Financial Partners
Ohio
$2.81M -$233K -1,130 -8%
KPCM
1193
Kings Point Capital Management
New York
$2.8M +$84.5K +410 +3%
CFG
1194
Cooper Financial Group
California
$2.8M -$26.6K -129 -0.9%
ECG
1195
Edge Capital Group
Georgia
$2.8M +$103K +499 +4%
PAMG
1196
Patton Albertson Miller Group
Tennessee
$2.8M -$255K -1,240 -8%
GTAM
1197
Global Trust Asset Management
Florida
$2.8M +$160K +776 +6%
AMIM
1198
Aull & Monroe Investment Management
Alabama
$2.79M
LOAME
1199
Lombard Odier Asset Management (Europe)
United Kingdom
$2.78M
BA
1200
Birinyi Associates
Connecticut
$2.78M -$299K -1,450 -10%

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.