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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
SI
151
Scharf Investments
California
$139M -$5.21M -25,275 -4%
GIM
152
Greylin Investment Management
Virginia
$137M -$2.89M -14,040 -2%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$133M +$5.74M +27,877 +5%
DC
154
Davenport & Co
Virginia
$133M +$12.8M +61,952 +11%
CA
155
Commerzbank Aktiengesellschaft
Germany
$133M +$12M +58,171 +10%
AIG
156
American International Group
New York
$131M +$697K +3,381 +0.5%
AACR
157
ACR Alpine Capital Research
Missouri
$126M +$8.77M +42,576 +8%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$124M +$36.7M +178,036 +42%
AI
159
Ariel Investments
Illinois
$121M +$2.13M +10,340 +2%
ACI
160
AMP Capital Investors
Australia
$119M -$16.1M -78,125 -12%
IVA
161
International Value Advisers
$118M +$25.1M +121,698 +27%
Artisan Partners
162
Artisan Partners
Wisconsin
$117M +$4.21M +20,417 +4%
MIS
163
Morningstar Investment Services
Illinois
$114M -$3.08M -14,939 -3%
William Blair & Company
164
William Blair & Company
Illinois
$112M -$8.08M -39,221 -7%
AA
165
ALPS Advisors
Colorado
$112M +$7.86M +38,140 +8%
BO
166
BRR OpCo
Ohio
$111M +$480K +2,331 +0.4%
MIM
167
MetLife Investment Management
New Jersey
$111M -$106K -514 -0.1%
MSL
168
Mackay Shields LLC
New York
$109M +$7.19M +34,888 +7%
LDB
169
Lee, Danner & Bass
Tennessee
$106M +$7K +34 +0%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$105M -$184K -892 -0.2%
ProShare Advisors
171
ProShare Advisors
Maryland
$104M -$320K -1,555 -0.3%
SRIM
172
Saratoga Research & Investment Management
California
$98.3M +$674K +3,269 +0.7%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$97.2M -$8.77M -42,548 -8%
BC
174
Bartlett & Co
Ohio
$97M +$29.9M +144,972 +45%
BCWM
175
Bartlett & Co Wealth Management
Ohio
$97M +$29.9M +144,972 +45%

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.