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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
OAM
1676
Occidental Asset Management
California
$1.02M -$10.3K -50 -1%
SIM
1677
Sadoff Investment Management
Wisconsin
$1.01M
AAP
1678
Arax Advisory Partners
Colorado
$1.01M +$30.9K +150 +3%
BFO
1679
Biltmore Family Office
North Carolina
$1.01M +$212K +1,029 +27%
RCA
1680
Rex Capital Advisors
Rhode Island
$1.01M
TRAM
1681
Tuscan Ridge Asset Management
Illinois
$1.01M +$999K +4,850 New
HAIM
1682
Hunter Associates Investment Management
Pennsylvania
$1.01M +$82.4K +400 +9%
PWSG
1683
Pacific Wealth Strategies Group
California
$1.01M +$284K +1,380 +40%
TCOT
1684
Trust Company of Toledo
Ohio
$1M +$9.89K +48 +1%
BMC
1685
Benin Management Corp
Connecticut
$1M
WCG
1686
Weaver Consulting Group
California
$1M
GIP
1687
Greatmark Investment Partners
Georgia
$1M +$178K +864 +22%
RIS
1688
Retirement Income Solutions
Michigan
$1M +$132K +641 +15%
CT
1689
Clearstead Trust
Maine
$1M
HA
1690
Harfst & Associates
Wyoming
$998K -$79.1K -384 -7%
BAM
1691
Brave Asset Management
New Jersey
$996K
DWM
1692
Dorchester Wealth Management
Quebec, Canada
$996K +$8.24K +40 +0.8%
HL
1693
HeadInvest LLC
Maine
$991K +$136K +662 +16%
AIA
1694
Arbor Investment Advisors
North Carolina
$989K +$771K +3,740 +368%
OPCM
1695
Osborne Partners Capital Management
California
$984K +$33K +160 +4%
BIM
1696
Beach Investment Management
Pennsylvania
$982K +$972K +4,720 New
ATPW
1697
Ashton Thomas Private Wealth
Arizona
$980K +$57.7K +280 +6%
JA
1698
JOYN Advisors
Georgia
$978K -$87.6K -425 -8%
OCM
1699
Orleans Capital Management
Louisiana
$978K -$41.2K -200 -4%
DAM
1700
Doheny Asset Management
California
$976K

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.