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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
FLPIM
1201
F.L. Putnam Investment Management
Massachusetts
$2.77M +$1.21M +5,882 +79%
PFBT
1202
Parkside Financial Bank & Trust
Missouri
$2.77M -$66.3K -322 -2%
DT
1203
Diversified Trust
Tennessee
$2.77M +$134K +650 +5%
NEPWA
1204
New England Private Wealth Advisors
Massachusetts
$2.76M +$309K +1,500 +13%
BCM
1205
Blume Capital Management
California
$2.76M -$30.9K -150 -1%
SC
1206
Slow Capital
California
$2.76M -$53.2K -258 -2%
QCG
1207
Quadrant Capital Group
Ohio
$2.76M +$130K +633 +5%
CWM
1208
Cornerstone Wealth Management
Missouri
$2.75M -$158K -765 -5%
MHIC
1209
Marble Harbor Investment Counsel
Massachusetts
$2.73M
SIAP
1210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.71M +$76.9K +373 +3%
BAS
1211
Brown Advisory Securities
Maryland
$2.7M -$719K -3,492 -21%
MFG
1212
Magnus Financial Group
New York
$2.7M -$13K -63 -0.5%
GFP
1213
Gryphon Financial Partners
Ohio
$2.7M +$41K +199 +2%
SIMM
1214
Stillwater Investment Management (Minnesota)
Minnesota
$2.7M -$5.15K -25 -0.2%
Dodge & Cox
1215
Dodge & Cox
California
$2.7M
FDS
1216
Freedom Day Solutions
Texas
$2.69M +$50.3K +244 +2%
CGL
1217
Clarius Group LLC
Washington
$2.69M +$297K +1,441 +13%
BCWM
1218
Blue Chip Wealth Management
Florida
$2.68M -$134K -650 -5%
HTHT
1219
Hemenway Trust Hemenway Trust
New Hampshire
$2.68M -$342K -1,660 -11%
HW
1220
Hedeker Wealth
Illinois
$2.68M +$164K +797 +7%
DHFB
1221
Dixon Hubard Feinour & Brown
Virginia
$2.68M -$41.4K -201 -2%
MF
1222
Manchester Financial
California
$2.66M -$38.9K -189 -1%
CBU
1223
CIBC Bank USA
Illinois
$2.66M -$164K -797 -6%
MSFP
1224
Mark Sheptoff Financial Planning
Connecticut
$2.65M -$1.15M -5,584 -30%
TTWM
1225
TCV Trust & Wealth Management
Virginia
$2.65M -$256K -1,241 -9%

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.