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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
AA
1301
Apriem Advisors
California
$2.24M -$92.5K -449 -4%
KCM
1302
Karp Capital Management
California
$2.23M -$56.5K -274 -2%
CAM
1303
Cidel Asset Management
Ontario, Canada
$2.23M
DBG
1304
De Burlo Group
Massachusetts
$2.23M -$103K -500 -4%
EAM
1305
Eagle Asset Management
Florida
$2.22M -$48K -233 -2%
NNP
1306
Nachman Norwood & Parrott
South Carolina
$2.22M +$206 +1 +0%
CH
1307
Canton Hathaway
Rhode Island
$2.21M +$122K +592 +6%
DBRC
1308
D.B. Root & Company
Pennsylvania
$2.21M -$34K -165 -2%
BCM
1309
Brookstone Capital Management
Illinois
$2.21M -$40.6K -197 -2%
FCB
1310
First Command Bank
Texas
$2.18M -$708K -3,434 -25%
FCFS
1311
First Command Financial Services
Texas
$2.18M -$708K -3,434 -25%
FPCP
1312
Fort Point Capital Partners
California
$2.18M +$57.1K +277 +3%
LIA
1313
LBMC Investment Advisors
Tennessee
$2.17M +$56.7K +275 +3%
AAM
1314
Aureus Asset Management
Massachusetts
$2.15M -$41.2K -200 -2%
VC
1315
Vicus Capital
Pennsylvania
$2.14M -$98.1K -476 -4%
AC
1316
Addenda Capital
Quebec, Canada
$2.13M -$7.62K -37 -0.4%
LWANC
1317
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.12M -$28.8K -140 -1%
CG
1318
Cutler Group
California
$2.12M +$2.1M +10,200 New
OIM
1319
Orca Investment Management
Oregon
$2.12M -$41.2K -200 -2%
DSC
1320
Duncker Streett & Co
Missouri
$2.12M +$6.39K +31 +0.3%
IIC
1321
Ironwood Investment Counsel
Arizona
$2.12M +$1.44K +7 +0.1%
GP
1322
Girard Partners
Pennsylvania
$2.11M -$538K -2,609 -20%
SCM
1323
Silvant Capital Management
Georgia
$2.11M -$12.8K -62 -0.6%
FMBTD
1324
First Midwest Bank Trust Division
Illinois
$2.1M -$274K -1,331 -12%
KAH
1325
Kathryn A. Hall
$2.1M +$174K +846 +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.