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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
TD Asset Management
126
TD Asset Management
Ontario, Canada
$170M -$1.03M -4,980 -0.6%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$170M -$13.7M -66,385 -8%
WIM
128
Weitz Investment Management
Nebraska
$167M -$1.15M -5,600 -0.7%
Stifel Financial
129
Stifel Financial
Missouri
$167M +$9.8M +47,558 +6%
Allianz Asset Management
130
Allianz Asset Management
Germany
$167M -$9.02M -43,770 -5%
PC
131
Polar Capital
United Kingdom
$165M +$23.2M +112,706 +17%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$164M +$6.53M +31,701 +4%
Aviva
133
Aviva
United Kingdom
$164M +$15.7M +76,208 +11%
MAMU
134
Marathon Asset Management (UK)
United Kingdom
$164M +$46.5M +225,651 +40%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$163M +$161M +782,028 New
Wellington Management Group
136
Wellington Management Group
Massachusetts
$158M -$67M -325,233 -30%
SL
137
SWF LLC
Nebraska
$157M +$15.5M +75,000 +11%
PAM
138
Panagora Asset Management
Massachusetts
$156M +$14.8M +71,741 +11%
JFL
139
Jarislowsky, Fraser Ltd
Quebec, Canada
$156M +$25.2M +122,415 +20%
US Bancorp
140
US Bancorp
Minnesota
$155M -$7.56M -36,678 -5%
BGIM
141
Brandywine Global Investment Management
Pennsylvania
$154M -$11.1M -53,822 -7%
CA
142
Cortland Advisers
Delaware
$153M
SOMRS
143
State of Michigan Retirement System
Michigan
$150M +$1.5M +7,300 +1%
Victory Capital Management
144
Victory Capital Management
Texas
$149M +$134M +649,772 +947%
VNIM
145
Vaughan Nelson Investment Management
Texas
$146M +$8.95M +43,415 +7%
Asset Management One
146
Asset Management One
Japan
$145M +$1.71M +8,294 +1%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$143M +$10.1M +48,791 +8%
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$143M -$391K -1,898 -0.3%
ESBC
149
E.S. Barr & Co
Kentucky
$142M -$1.64M -7,974 -1%
FMI
150
Factory Mutual Insurance
Massachusetts
$140M +$20.6K +100 +0%

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.