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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
RWM
1701
Ritholtz Wealth Management
New York
$976K +$226K +1,098 +31%
SCM
1702
Sterneck Capital Management
Missouri
$975K
NI
1703
NFC Investments
Tennessee
$974K +$87.2K +423 +10%
ACM
1704
Argent Capital Management
Missouri
$970K -$20K -97 -2%
DWM
1705
Dakota Wealth Management
Florida
$968K +$434K +2,107 +83%
N
1706
Natixis
France
$962K +$953K +4,626 New
GIA
1707
Gladstone Institutional Advisory
Florida
$960K +$58.9K +286 +7%
I2I
1708
Insight 2811 Inc
Illinois
$958K -$22.5K -109 -2%
JGIA
1709
Jackson Grant Investment Advisers
Connecticut
$958K
WGA
1710
Weather Gauge Advisory
Virginia
$957K
VWM
1711
Venturi Wealth Management
Texas
$956K -$342K -1,659 -27%
Edgewood Management
1712
Edgewood Management
Connecticut
$955K -$1.65K -8 -0.2%
GI
1713
Glovista Investments
New Jersey
$955K
WA
1714
Winfield Associates
Ohio
$950K -$864K -4,194 -48%
WI
1715
Wedgewood Investors
Pennsylvania
$950K
PCFFS
1716
Pacific Center for Financial Services
California
$950K +$299K +1,450 +47%
CI
1717
Capital International
California
$949K +$281K +1,362 +43%
LWM
1718
Liberty Wealth Management
California
$947K -$45.9K -223 -5%
MCM
1719
Monarch Capital Management
Indiana
$947K
LC
1720
LCNB Corp
Ohio
$947K +$27.8K +135 +3%
WIS
1721
Wright Investors Service
Connecticut
$942K +$933K +4,530 New
EF
1722
Empirical Finance
Pennsylvania
$940K +$18.5K +90 +2%
GSC
1723
G&S Capital
Colorado
$938K -$69.6K -338 -7%
CAM
1724
Costello Asset Management
Pennsylvania
$937K -$32.8K -159 -3%
GCAC
1725
Guardian Capital Advisors (Canada)
Ontario, Canada
$929K -$118K -575 -11%

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.