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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
PFS
1376
Physicians Financial Services
North Carolina
$1.9M +$20.6K +100 +1%
CFS
1377
CRA Financial Services
New Jersey
$1.89M -$82.4K -400 -4%
IIA
1378
IPG Investment Advisors
California
$1.89M -$61.8K -300 -3%
LFA
1379
Legacy Financial Advisors
Kentucky
$1.89M +$763K +3,702 +69%
ESB
1380
Essex Savings Bank
Connecticut
$1.88M -$401K -1,947 -18%
STA
1381
Summit Trail Advisors
New York
$1.88M +$645K +3,132 +53%
OC
1382
Oarsman Capital
Wisconsin
$1.88M +$43.3K +210 +2%
NCM
1383
Next Capital Management
New York
$1.88M -$71.1K -345 -4%
RM
1384
Resource Management
Louisiana
$1.87M -$2.06K -10 -0.1%
USAA
1385
United Services Automobile Association
Texas
$1.86M -$142M -688,387 -99%
NWM
1386
Northwest Wealth Management
Iowa
$1.86M -$15.5K -75 -0.8%
BP
1387
BBR Partners
New York
$1.85M +$1.05M +5,109 +134%
EGA
1388
E&G Advisors
Texas
$1.85M +$25.8K +125 +1%
EH
1389
Employers Holdings
Nevada
$1.85M +$1.83M +8,880 New
KWA
1390
KCS Wealth Advisory
California
$1.85M +$190K +922 +12%
SFSIG
1391
San Francisco Sentry Investment Group
California
$1.84M +$10.3K +50 +0.6%
WG
1392
Welch Group
Alabama
$1.83M +$18.5K +90 +1%
B
1393
Bailard
California
$1.83M
SFFS
1394
Stonehage Fleming Financial Services
Jersey
$1.82M +$113K +550 +7%
CASB
1395
Cape Ann Savings Bank
Massachusetts
$1.82M +$20.4K +99 +1%
AFP
1396
Ausdal Financial Partners
Iowa
$1.81M +$8.65K +42 +0.5%
AIS
1397
American Investment Services
Massachusetts
$1.8M +$181K +880 +11%
BFPW
1398
BOK Financial Private Wealth
Colorado
$1.8M +$90.5K +439 +5%
WA
1399
WealthTrust Axiom
Pennsylvania
$1.8M +$41.2K +200 +2%
SFG
1400
SNS Financial Group
Minnesota
$1.79M -$186K -902 -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.