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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
GCM
1601
Gibraltar Capital Management
Oklahoma
$1.19M -$41.2K -200 -3%
BWA
1602
Burt Wealth Advisors
Maryland
$1.19M -$5.97K -29 -0.5%
AAM
1603
Ascension Asset Management
New York
$1.19M -$160K -775 -12%
ACS
1604
Archford Capital Strategies
Illinois
$1.19M +$59.5K +289 +5%
BIAS
1605
Beacon Investment Advisory Services
New Jersey
$1.19M +$102K +496 +10%
BSA
1606
Bull Street Advisors
Georgia
$1.18M +$1.17M +5,671 New
GCA
1607
Gradient Capital Advisors
California
$1.18M -$34.4K -167 -3%
GWM
1608
Greenwich Wealth Management
Connecticut
$1.18M +$7.21K +35 +0.6%
MCM
1609
Maple Capital Management
Vermont
$1.18M +$42.4K +206 +4%
P
1610
&Partners
Tennessee
$1.17M +$71.3K +346 +7%
APG
1611
Abacus Planning Group
South Carolina
$1.17M +$543K +2,635 +88%
SWK
1612
Stephen W. Kidder
$1.17M +$30.9K +150 +3%
B
1613
Bellecapital
Switzerland
$1.16M +$400K +1,943 +53%
SG
1614
StoneX Group
New York
$1.16M +$283K +1,373 +33%
CNBT
1615
Canandaigua National Bank & Trust
New York
$1.16M -$160K -777 -12%
MFG
1616
MidWestOne Financial Group
Iowa
$1.16M -$14.4K -70 -1%
ACM
1617
AlphaCrest Capital Management
New York
$1.16M +$1.15M +5,563 New
REMPR
1618
Roof Eidam Maycock Peralta (REMP)
California
$1.16M -$111K -540 -9%
NGA
1619
Naples Global Advisors
Florida
$1.16M -$27K -131 -2%
HP
1620
Holowesko Partners
Bahamas
$1.15M +$1.14M +5,540 New
BAM
1621
Baldrige Asset Management
Pennsylvania
$1.15M
HRC
1622
Hoertkorn Richard Charles
$1.15M
HCM
1623
Harvey Capital Management
Florida
$1.14M
WANY
1624
Wealthspire Advisors (New York)
New York
$1.14M +$781K +3,789 +225%
OIA
1625
Optimum Investment Advisors
Illinois
$1.13M +$9.27K +45 +0.8%

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.