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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
GC
1476
Garde Capital
Washington
$1.53M -$197K -958 -12%
CL
1477
CSS LLC
Illinois
$1.52M
IIC
1478
Integrated Investment Consultants
Michigan
$1.52M +$18.5K +90 +1%
CS
1479
Comerica Securities
Michigan
$1.52M -$219K -1,063 -13%
CB
1480
Cadence Bank
Mississippi
$1.51M
KA
1481
Klingman & Associates
New York
$1.51M +$41K +199 +3%
KCM
1482
Kornitzer Capital Management
Kansas
$1.5M -$221K -1,075 -13%
HBWM
1483
Hollow Brook Wealth Management
New York
$1.5M -$22.5K -109 -1%
ATC
1484
Adirondack Trust Company
New York
$1.5M -$31.7K -154 -2%
ST
1485
Sabal Trust
Florida
$1.5M -$69.6K -338 -4%
GWAG
1486
Garrett Wealth Advisory Group
Texas
$1.5M +$36.3K +176 +3%
LPT
1487
Legacy Private Trust
Wisconsin
$1.49M -$31.9K -155 -2%
MFW
1488
Mosaic Family Wealth
Missouri
$1.49M
PSC
1489
Prentiss Smith & Co
Vermont
$1.49M
WAG
1490
Winthrop Advisory Group
Massachusetts
$1.49M -$30.9K -150 -2%
SFA
1491
Semmax Financial Advisors
North Carolina
$1.49M +$209K +1,012 +16%
QCM
1492
Quest Capital Management
Texas
$1.49M +$52.7K +256 +4%
HCIA
1493
Hochman Cole Investment Advisors
Illinois
$1.49M +$49.4K +240 +3%
SXL
1494
Summit X LLC
Missouri
$1.48M +$9.89K +48 +0.7%
Cetera Investment Advisers
1495
Cetera Investment Advisers
Illinois
$1.48M +$43.5K +211 +3%
S
1496
SimplyRich
California
$1.48M
MCM
1497
Maryland Capital Management
Maryland
$1.47M +$291K +1,410 +25%
SVCP
1498
Silicon Valley Capital Partners
California
$1.47M +$121K +586 +9%
TP
1499
Truvvo Partners
New York
$1.47M
FPCG
1500
Fort Pitt Capital Group
Pennsylvania
$1.47M -$1.44K -7 -0.1%

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.