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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
LBC
1451
Lowe Brockenbrough & Co
Virginia
$1.61M
RA
1452
Rational Advisors
New York
$1.61M +$1.11M +5,381 +227%
AT
1453
Arden Trust
Delaware
$1.61M -$28.2K -137 -2%
THWM
1454
Taylor Hoffman Wealth Management
Virginia
$1.6M +$91.3K +443 +6%
IC
1455
Inverness Counsel
New York
$1.6M -$9.48K -46 -0.6%
CA
1456
Cortland Associates
Missouri
$1.59M
VCAM
1457
Van Cleef Asset Management
Ohio
$1.59M -$7.42K -36 -0.5%
IAM
1458
Iridian Asset Management
Connecticut
$1.58M +$536K +2,600 +52%
GLAM
1459
Gardner Lewis Asset Management
Pennsylvania
$1.58M +$1.57M +7,610 New
WP
1460
WealthSource Partners
California
$1.58M -$6.8K -33 -0.4%
LSPW
1461
Lake Street Private Wealth
Illinois
$1.57M +$67.2K +326 +4%
NDSI
1462
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M -$142K -690 -8%
IMOV
1463
Investment Management of Virginia
Virginia
$1.57M +$15.5K +75 +1%
CC
1464
Capital Counsel
New York
$1.56M -$15.5K -75 -1%
CWAG
1465
Compton Wealth Advisory Group
Virginia
$1.56M +$210K +1,020 +16%
NJBEST
1466
New Jersey Better Educational Savings Trust
New Jersey
$1.56M
WIA
1467
Wealthstreet Investment Advisors
Texas
$1.56M +$87.6K +425 +6%
EWM
1468
Evermay Wealth Management
Virginia
$1.55M +$233K +1,129 +18%
LAIC
1469
Lederer & Associates Investment Counsel
California
$1.55M
IWP
1470
Icon Wealth Partners
Texas
$1.55M
AIC
1471
Ameritas Investment Company
Nebraska
$1.55M +$1.17M +5,663 +324%
FAG
1472
Financial Advisory Group
Texas
$1.54M
QI
1473
Quilter Investors
United Kingdom
$1.54M +$1.52M +7,401 New
AAM
1474
Advisors Asset Management
Colorado
$1.54M -$73.1K -355 -5%
FFSOTS
1475
Fiduciary Financial Services of The Southwest
Texas
$1.54M +$129K +628 +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.