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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
SMC
1576
Smith, Moore & Co
Missouri
$1.27M +$46.4K +225 +4%
BST
1577
Bath Savings Trust
Maine
$1.27M +$23.1K +112 +2%
JIP
1578
Jaffetilchin Investment Partners
Florida
$1.27M +$65.9K +320 +6%
EWM
1579
Endurance Wealth Management
Rhode Island
$1.27M -$10.3K -50 -0.8%
LC
1580
Lindbrook Capital
California
$1.26M +$44.9K +218 +4%
PCM
1581
Penserra Capital Management
California
$1.26M +$174K +846 +16%
UAS
1582
United Asset Strategies
New York
$1.26M +$15K +73 +1%
AC
1583
Avestar Capital
New York
$1.26M +$223K +1,080 +22%
MA
1584
MCF Advisors
Kentucky
$1.26M
PTC
1585
Provident Trust Company
Wisconsin
$1.25M
HI
1586
Hudock Inc
Pennsylvania
$1.25M
LWM
1587
Lyell Wealth Management
California
$1.24M
FWM
1588
Fairhaven Wealth Management
Illinois
$1.24M +$210K +1,019 +21%
NFG
1589
Nadler Financial Group
Illinois
$1.24M +$63.3K +307 +5%
AA
1590
Alesco Advisors
New York
$1.24M +$350K +1,700 +40%
HIC
1591
Holderness Investments Company
North Carolina
$1.23M -$64.9K -315 -5%
IIM
1592
Intact Investment Management
Quebec, Canada
$1.23M +$288K +1,400 +31%
SCM
1593
Schnieders Capital Management
California
$1.22M -$10.3K -50 -0.8%
AIP
1594
Ahrens Investment Partners
Louisiana
$1.21M -$16.5K -80 -1%
BHTS
1595
Bar Harbor Trust Services
Maine
$1.21M -$51.5K -250 -4%
FWSM
1596
First Wilshire Securities Management
California
$1.21M -$179K -870 -13%
CFD
1597
Creative Financial Designs
Indiana
$1.2M -$8.24K -40 -0.7%
FPFS
1598
First Personal Financial Services
North Carolina
$1.2M -$34K -165 -3%
LJHT
1599
Laurie J. Hall Trustee
$1.19M
GLI
1600
Guardian Life Insurance
New York
$1.19M +$21.6K +105 +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.