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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
TAM
1326
Tealwood Asset Management
Minnesota
$2.09M -$2.27K -11 -0.1%
RHDIC
1327
R.H. Dinel Investment Counsel
California
$2.09M
GAMC
1328
Garner Asset Management Corp
Texas
$2.09M +$1.59M +7,732 +335%
WC
1329
Woodstock Corp
Massachusetts
$2.08M -$60.8K -295 -3%
V
1330
VeraBank
Texas
$2.08M -$30.9K -150 -1%
SIM
1331
Stratos Investment Management
Ohio
$2.07M +$264K +1,283 +15%
MSR
1332
Main Street Research
Connecticut
$2.07M -$7.74M -37,581 -79%
Fuller & Thaler Asset Management
1333
Fuller & Thaler Asset Management
California
$2.07M
BPWA
1334
Beacon Pointe Wealth Advisors
California
$2.06M -$1.56M -7,580 -43%
MWM
1335
Merriman Wealth Management
Washington
$2.06M +$2.04M +9,924 New
JFA
1336
JNBA Financial Advisors
Minnesota
$2.06M -$59.5K -289 -3%
TWM
1337
Torch Wealth Management
Ohio
$2.06M
FNC
1338
First National Corp
Massachusetts
$2.04M -$32.8K -159 -2%
CA
1339
Capital Advantage
California
$2.04M +$2.02M +9,819 New
BCM
1340
BTR Capital Management
California
$2.03M -$45.9K -223 -2%
BE
1341
Bonness Enterprises
District of Columbia
$2.03M
LRPA
1342
L. Roy Papp & Associates
Arizona
$2.02M
BCA
1343
Bay Colony Advisors
Massachusetts
$2.02M -$365K -1,770 -15%
CA
1344
Calton & Associates
Florida
$2.02M +$161K +782 +9%
FI
1345
FormulaFolio Investments
Michigan
$2.02M +$117K +567 +6%
RWA
1346
RGT Wealth Advisors
Texas
$2.01M +$233K +1,130 +13%
AWA
1347
Acorn Wealth Advisors
Michigan
$2M -$53.8K -261 -3%
AL
1348
AJO LP
Pennsylvania
$2M -$21.8K -106 -1%
EFSCE
1349
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$5.56K -27 -0.3%
PGWM
1350
Parisi Gray Wealth Management
New Jersey
$1.98M +$79.9K +388 +4%

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.