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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
COI
1726
Capital One Investing
Virginia
$925K -$34.6K -168 -4%
VCM
1727
Versant Capital Management
Arizona
$924K -$96.4K -468 -10%
SFS
1728
Strategic Financial Services
New York
$918K -$72.1K -350 -7%
NIC
1729
Northwest Investment Counselors
Oregon
$917K -$48K -233 -5%
RW
1730
RVW Wealth
California
$917K +$4.12K +20 +0.5%
PFA
1731
Pettinga Financial Advisors
Indiana
$916K -$41.2K -200 -4%
TC
1732
Trilogy Capital
California
$913K +$107K +520 +13%
TI
1733
Truepoint Inc
Ohio
$912K
PM
1734
Penbrook Management
New York
$911K -$10.3K -50 -1%
Kayne Anderson Rudnick Investment Management
1735
Kayne Anderson Rudnick Investment Management
California
$905K
WAS
1736
WESPAC Advisors SoCal
California
$901K -$14.4K -70 -2%
CIAS
1737
Capital Investment Advisory Services
North Carolina
$901K +$25.8K +125 +3%
PCMK
1738
Paragon Capital Management (Kansas)
Kansas
$900K -$10.3K -50 -1%
SA
1739
SL Advisors
New Jersey
$900K +$24.7K +120 +3%
GHA
1740
GW Henssler & Associates
Georgia
$898K +$12.6K +61 +1%
SCG
1741
Sonata Capital Group
Washington
$897K
MSA
1742
Marino Stram & Associates
Massachusetts
$894K -$10.9K -53 -1%
TAM
1743
Tradition Asset Management
Virginia
$894K +$34K +165 +4%
PFA
1744
Pure Financial Advisors
California
$891K -$8.04K -39 -0.9%
PP
1745
PagnatoKarp Partners
Virginia
$890K +$277K +1,345 +46%
NEGWA
1746
New England Guild Wealth Advisors
Connecticut
$889K -$193K -935 -18%
CRIG
1747
Charter Research & Investment Group
Connecticut
$887K
PCTC
1748
Perkins Coie Trust Company
Washington
$886K -$6.18K -30 -0.7%
ICM
1749
IMS Capital Management
Oregon
$881K +$67K +325 +8%
KP
1750
Keel Point
Alabama
$880K

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.