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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
KA
1551
Kovack Advisors
Florida
$1.33M +$1.31M +6,381 New
HWMG
1552
Hurlow Wealth Management Group
Indiana
$1.32M -$179K -867 -12%
AB
1553
Atlas Brown
Kentucky
$1.32M -$104K -506 -7%
CWM
1554
Confluence Wealth Management
Oregon
$1.32M
VDI
1555
Vaughan David Investments
Illinois
$1.32M
IDA
1556
Intelligence Driven Advisers
California
$1.32M -$43.3K -210 -3%
CCM
1557
Campbell Capital Management
Florida
$1.32M -$30.9K -150 -2%
CA
1558
Corrado Advisors
New Jersey
$1.32M
CAL
1559
Capital Advisors Ltd
Ohio
$1.32M +$1.23M +5,952 +1,566%
FA
1560
Faithward Advisors
Pennsylvania
$1.31M +$1.3M +6,303 New
DPIM
1561
Duff & Phelps Investment Management
Illinois
$1.31M +$30.9K +150 +2%
CC
1562
Courier Capital
New York
$1.31M -$19K -92 -1%
RCG
1563
Ruggie Capital Group
Florida
$1.31M +$936K +4,543 +260%
BCA
1564
Berman Capital Advisors
Georgia
$1.3M +$2.47K +12 +0.2%
PP
1565
Pegasus Partners
Wisconsin
$1.3M -$53.4K -259 -4%
VAG
1566
VisionPoint Advisory Group
Texas
$1.3M -$54.6K -265 -4%
FCA
1567
FLC Capital Advisors
California
$1.3M -$192K -932 -13%
1NWS
1568
1 North Wealth Services
Maryland
$1.3M +$1.28M +6,230 New
EDRIA
1569
Edmonds Duncan Registered Investment Advisors
Kansas
$1.29M +$5.15K +25 +0.4%
LF
1570
Lee Financial
Texas
$1.29M -$20.6K -100 -2%
NA
1571
Nottingham Advisors
New York
$1.28M
DI
1572
Dalton Investments
Nevada
$1.28M
IAS
1573
IMA Advisory Services
Colorado
$1.28M
FNBOSM
1574
First National Bank of South Miami
Florida
$1.28M
NIM
1575
NuWave Investment Management
New Jersey
$1.27M -$23.7K -115 -2%

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.