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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
PWPS
1751
Pinnacle Wealth Planning Services
Ohio
$879K +$299K +1,453 +52%
JSL
1752
JT Stratford LLC
Georgia
$878K -$51.3K -249 -6%
PP
1753
Patten & Patten
Tennessee
$876K -$103K -500 -11%
DCM
1754
Dimension Capital Management
Florida
$875K
CCP
1755
Cardan Capital Partners
Colorado
$875K +$11.3K +55 +1%
BAMG
1756
Brand Asset Management Group
Missouri
$875K +$12.8K +62 +1%
FFBTD
1757
First Financial Bank - Trust Division
Ohio
$875K +$30.9K +150 +4%
TC
1758
Truvestments Capital
Florida
$875K +$34K +165 +4%
ZB
1759
Zions Bancorporation
Utah
$873K +$865K +4,197 New
RWA
1760
River Wealth Advisors
Pennsylvania
$872K +$103K +500 +14%
TVWM
1761
Tower View Wealth Management
Wisconsin
$868K -$335K -1,627 -28%
BHA
1762
Beech Hill Advisors
New York
$868K +$5.15K +25 +0.6%
AP
1763
Atwood & Palmer
Missouri
$866K -$78.9K -383 -8%
GAM
1764
Gemmer Asset Management
California
$864K +$5.15K +25 +0.6%
FC
1765
Ferris Capital
Massachusetts
$862K -$752K -3,650 -47%
FBT
1766
First Bankers Trust
Kentucky
$861K -$67K -325 -7%
WA
1767
Wambolt & Associates
Colorado
$861K -$44.3K -215 -5%
CPO
1768
Cerity Partners OCIO
New York
$861K +$37.9K +184 +5%
1WA
1769
180 Wealth Advisors
Washington
$860K
ACM
1770
Ategra Capital Management
Virginia
$854K
B
1771
Bridgeworth
Alabama
$852K -$83.2K -404 -9%
NCM
1772
Northstar Capital Management
New York
$851K
CAL
1773
Capital Analysts LLC
Pennsylvania
$848K -$131K -635 -13%
AIM
1774
Acropolis Investment Management
Missouri
$848K +$305K +1,481 +57%
SIAS
1775
Shine Investment Advisory Services
Colorado
$842K +$13.2K +64 +2%

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.