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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
FMB
1426
Field & Main Bank
Kentucky
$1.71M +$16.5K +80 +1%
WCM
1427
Wisconsin Capital Management
Wisconsin
$1.71M +$247K +1,200 +17%
CF
1428
Centaurus Financial
California
$1.7M +$5.36K +26 +0.3%
MCM
1429
Mengis Capital Management
Oregon
$1.7M +$87.6K +425 +9%
SS
1430
Simplicity Solutions
Minnesota
$1.7M +$515K +2,500 +44%
RCA
1431
Rowland Carmichael Advisors
Arizona
$1.7M -$31.3K -152 -2%
MJP
1432
Michael J. Puzo
$1.7M +$701K +3,400 +72%
WA1
1433
Wimmer Associates 1
California
$1.69M -$14.8K -72 -0.9%
CCMG
1434
Clark Capital Management Group
Pennsylvania
$1.69M -$56K -272 -3%
CI
1435
CX Institutional
Indiana
$1.68M +$1.66M +8,078 New
CW
1436
CreativeOne Wealth
Kansas
$1.68M +$31.9K +155 +2%
GRP
1437
Global Retirement Partners
California
$1.68M -$120K -583 -7%
LWS
1438
Lucia Wealth Services
California
$1.68M +$1.46M +7,076 +726%
PP
1439
PDS Planning
Ohio
$1.66M +$17.3K +84 +1%
KPW
1440
Kore Private Wealth
New York
$1.66M -$206K -1,001 -11%
UBG
1441
United Bank (Georgia)
Georgia
$1.66M -$91.5K -444 -5%
IFAM
1442
Institutional & Family Asset Management
Colorado
$1.65M -$601K -2,915 -27%
CAI
1443
Capital Advisors Inc
Oklahoma
$1.65M
WCM
1444
Whitener Capital Management
North Carolina
$1.64M +$84.5K +410 +5%
BBNA
1445
Bremer Bank National Association
Minnesota
$1.64M -$128K -619 -7%
LA
1446
Lynch & Associates
Indiana
$1.64M +$160K +775 +11%
BRWM
1447
B. Riley Wealth Management
Tennessee
$1.63M -$74.8K -363 -4%
Jacobs Levy Equity Management
1448
Jacobs Levy Equity Management
New Jersey
$1.63M -$16.5K -80 -1%
VNA
1449
Valley National Advisers
Pennsylvania
$1.63M -$2.06K -10 -0.1%
CCG
1450
Cypress Capital Group
Florida
$1.62M -$10.7K -52 -0.7%

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.