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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
NAS
1526
Nicolet Advisory Services
Wisconsin
$1.39M +$43.7K +212 +3%
W
1527
Wealthquest
Ohio
$1.39M +$7.21K +35 +0.5%
MWA
1528
MFA Wealth Advisors
Pennsylvania
$1.38M -$11.5K -56 -0.8%
KFP
1529
KMG Fiduciary Partners
Ohio
$1.38M +$84.1K +408 +7%
CBA
1530
Coastal Bridge Advisors
Connecticut
$1.38M +$20K +97 +1%
BF
1531
Blankinship & Foster
California
$1.37M +$89.4K +434 +7%
ADL
1532
Asset Dedication LLC
California
$1.37M -$108K -523 -7%
CAC
1533
Certified Advisory Corp
Florida
$1.37M -$52.7K -256 -4%
PWM
1534
PRW Wealth Management
Massachusetts
$1.37M -$29.9K -145 -2%
VA
1535
Valmark Advisers
Ohio
$1.37M +$184K +891 +16%
LJAC
1536
L.J. Altfest & Co
New York
$1.36M +$74.8K +363 +6%
TA
1537
Townsend & Associates
Colorado
$1.35M +$217K +1,052 +19%
WC
1538
Winmill & Co
New York
$1.35M +$1.34M +6,510 New
AIL
1539
AGF Investments LLC
Ontario, Canada
$1.35M -$408K -1,981 -23%
KFS
1540
Kurt F. Somerville
$1.35M
TCM
1541
Tufton Capital Management
Maryland
$1.35M -$3.09K -15 -0.2%
PAS
1542
Partnervest Advisory Services
California
$1.35M +$216K +1,050 +19%
FNBSF
1543
First National Bank Sioux Falls
South Dakota
$1.34M +$30.9K +150 +2%
ECM
1544
Estabrook Capital Management
New York
$1.34M -$3.92K -19 -0.3%
AIM
1545
Avity Investment Management
Connecticut
$1.33M +$7.21K +35 +0.5%
SWA
1546
Stratos Wealth Advisors
Ohio
$1.33M +$225K +1,094 +21%
EIA
1547
Eldridge Investment Advisors
New Hampshire
$1.33M
AWA
1548
Artemis Wealth Advisors
New York
$1.33M
LW
1549
Linscomb Wealth
Texas
$1.33M -$28.8K -140 -2%
CB
1550
Community Bank
New York
$1.33M -$19.6K -95 -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.