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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
SCM
1501
SOL Capital Management
Maryland
$1.46M
BSB
1502
Bangor Savings Bank
Maine
$1.46M +$1.03K +5 +0.1%
WHG
1503
Westwood Holdings Group
Texas
$1.45M -$385K -1,867 -21%
ACA
1504
Aptus Capital Advisors
Alabama
$1.45M -$217K -1,054 -13%
WPC
1505
Waters Parkerson & Co
Louisiana
$1.44M
NERM
1506
New England Research & Management
Illinois
$1.44M -$15.5K -75 -1%
HPWM
1507
Highland Private Wealth Management
Washington
$1.44M -$108K -525 -7%
AO
1508
Allen Operations
New York
$1.44M
HCMNY
1509
Howard Capital Management (New York)
New York
$1.44M -$7.21K -35 -0.5%
DJSG
1510
D.J. St. Germain
Massachusetts
$1.43M +$10.3K +50 +0.7%
MWM
1511
Modera Wealth Management
New Jersey
$1.43M +$30.9K +150 +2%
CBB
1512
Citizens Business Bank
California
$1.43M +$124K +600 +10%
SC
1513
Searle & Co
Connecticut
$1.42M -$824 -4 -0.1%
RMC
1514
Resources Management Corp
Connecticut
$1.42M +$1.41M +6,829 New
FTI
1515
Fiduciary Trust International
Massachusetts
$1.42M -$29.3K -142 -2%
PCMC
1516
Private Capital Management (Colorado)
Colorado
$1.41M -$53.4K -259 -4%
PIM
1517
Penobscot Investment Management
Massachusetts
$1.41M -$47.8K -232 -3%
BMCM
1518
Bryn Mawr Capital Management
Pennsylvania
$1.41M +$312K +1,512 +29%
EWM
1519
Empirical Wealth Management
Washington
$1.4M +$56.5K +274 +4%
BI
1520
Bramshill Investments
Florida
$1.4M -$1.36M -6,613 -50%
HCM
1521
Hall Capital Management
Rhode Island
$1.4M -$237K -1,148 -15%
BWM
1522
BerganKDV Wealth Management
Minnesota
$1.39M -$35.6K -173 -3%
BCI
1523
Brinker Capital Investments
Pennsylvania
$1.39M -$602K -2,923 -30%
BFG
1524
Bouchey Financial Group
New York
$1.39M -$45.5K -221 -3%
RT
1525
Rockland Trust
Massachusetts
$1.39M -$3.92K -19 -0.3%

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.