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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
WSCM
1351
Wellington Shields Capital Management
New York
$1.98M +$174K +844 +10%
TNB
1352
TCF National Bank
South Dakota
$1.98M +$1.96M +9,496 New
OCA
1353
Otter Creek Advisors
Florida
$1.97M -$1M -4,861 -34%
TI
1354
Tidal Investments
Wisconsin
$1.97M +$421K +2,045 +28%
TSWM
1355
Triangle Securities Wealth Management
North Carolina
$1.97M -$2.06K -10 -0.1%
LCS
1356
Levin Capital Strategies
New York
$1.97M
VAS
1357
Vestmark Advisory Solutions
Massachusetts
$1.97M -$90.5K -439 -4%
BW
1358
Bison Wealth
Georgia
$1.96M +$96K +466 +5%
SMFS
1359
Squar Milner Financial Services
California
$1.96M -$543K -2,637 -22%
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M -$167K -810 -8%
ZIC
1361
ZWJ Investment Counsel
Georgia
$1.95M +$61.8K +300 +3%
CPIA
1362
Cornell Pochily Investment Advisors
New York
$1.94M -$863K -4,189 -31%
WAP
1363
Wealthcare Advisory Partners
Pennsylvania
$1.94M +$58.3K +283 +3%
CC
1364
Caxton Corporation
New Jersey
$1.94M
GM
1365
GeoWealth Management
Illinois
$1.93M +$1.91M +9,285 New
PS
1366
Portfolio Strategies
New York
$1.93M
SAM
1367
Security Asset Management
New York
$1.92M -$24.3K -118 -1%
RIM
1368
Regent Investment Management
Kentucky
$1.92M -$234K -1,137 -11%
ACM
1369
Ashford Capital Management
Delaware
$1.91M +$12.8K +62 +0.7%
PFS
1370
Prospera Financial Services
Texas
$1.91M +$40.6K +197 +2%
WWM
1371
Windsor Wealth Management
Indiana
$1.91M -$217K -1,052 -10%
ARMC
1372
American Research & Management Company
Massachusetts
$1.91M -$33K -160 -2%
KWM
1373
Kingsview Wealth Management
Oregon
$1.91M +$40.8K +198 +2%
TL
1374
TrueWealth LLC
Georgia
$1.91M +$188K +912 +11%
KTC
1375
Kistler-Tiffany Companies
Pennsylvania
$1.9M -$5.97K -29 -0.3%

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.