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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
CCM
1226
Coldstream Capital Management
Washington
$2.65M +$400K +1,943 +18%
AP
1227
Appleton Partners
Massachusetts
$2.64M +$3.09K +15 +0.1%
CBTWT
1228
Community Bank & Trust (Waco, Texas)
Texas
$2.64M +$29.3K +142 +1%
Arrowstreet Capital
1229
Arrowstreet Capital
Massachusetts
$2.63M -$1.81M -8,799 -41%
GWCM
1230
Godshalk Welsh Capital Management
Pennsylvania
$2.6M +$67K +325 +3%
BCM
1231
Breiter Capital Management
Florida
$2.6M +$51.7K +251 +2%
ECM
1232
ETrade Capital Management
Virginia
$2.6M +$94.6K +459 +4%
NIS
1233
National Investment Services
Wisconsin
$2.6M +$1.01M +4,901 +65%
CLOS
1234
Compagnie Lombard Odier SCmA
Switzerland
$2.6M -$2.6M -12,640 -50%
SA
1235
SRH Advisors
Kansas
$2.6M +$13.4K +65 +0.5%
TF
1236
Tompkins Financial
New York
$2.57M +$12.4K +60 +0.5%
VWA
1237
V Wealth Advisors
Kansas
$2.56M +$259K +1,259 +11%
IWC
1238
Integrated Wealth Concepts
Massachusetts
$2.56M -$176K -856 -7%
CWS
1239
Cypress Wealth Services
California
$2.55M +$12.6K +61 +0.5%
AP
1240
Arlington Partners
Alabama
$2.55M -$3.77M -18,274 -60%
PL
1241
Plancorp LLC
Missouri
$2.55M -$63.3K -307 -2%
PFO
1242
Pathstone Family Office
New Jersey
$2.54M -$70.3K -341 -3%
CAM
1243
Cozad Asset Management
Illinois
$2.53M -$17.7K -86 -0.7%
AF
1244
Advisornet Financial
Minnesota
$2.53M +$250K +1,214 +11%
Credit Agricole
1245
Credit Agricole
France
$2.53M +$432K +2,097 +21%
NHC
1246
Nicholas Hoffman & Company
Georgia
$2.52M -$31.7K -154 -1%
RW
1247
REDW Wealth
New Mexico
$2.51M -$73.6K -357 -3%
HCA
1248
Horan Capital Advisors
Ohio
$2.5M -$28.6K -139 -1%
LB
1249
Landmark Bank
Missouri
$2.5M +$10.5K +51 +0.4%
AF
1250
Allworth Financial
California
$2.5M -$70.9K -344 -3%

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.