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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
RHBC
1776
R.H. Bluestein & Co
Michigan
$840K -$25M -121,243 -97%
CAM
1777
Crestone Asset Management
Colorado
$840K +$25.5K +124 +3%
NWP
1778
Northstar Wealth Partners
Connecticut
$839K +$6.8K +33 +0.8%
NPT
1779
Nixon Peabody Trust
Massachusetts
$835K -$22.7K -110 -3%
CCM
1780
Chilton Capital Management
Texas
$835K -$10.3K -50 -1%
SMI
1781
Shelter Mutual Insurance
Missouri
$835K
TMAM
1782
Tokio Marine Asset Management
Japan
$835K +$99.5K +483 +14%
WP
1783
WealthShield Partners
North Carolina
$834K +$3.5K +17 +0.4%
LCP
1784
Legacy Capital Partners
Wisconsin
$833K -$13.4K -65 -2%
PCIA
1785
Prime Capital Investment Advisors
Kansas
$833K +$50.7K +246 +7%
AWM
1786
AllSquare Wealth Management
New York
$832K -$35K -170 -4%
LF
1787
Lantz Financial
Illinois
$830K +$412 +2 +0%
SCA
1788
Stonebridge Capital Advisors
Minnesota
$829K -$10.3K -50 -1%
SGI
1789
Summit Global Investments
Utah
$827K +$57.9K +281 +8%
ACM
1790
Armbruster Capital Management
New York
$819K
VCWA
1791
Vanguard Capital Wealth Advisors
Colorado
$819K
SHJ
1792
Sharkey, Howes & Javer
Colorado
$817K
IP
1793
Investment Partners
Ohio
$814K
BA
1794
Bard Associates
Illinois
$808K -$10.3K -50 -1%
CCM
1795
Carlson Capital Management
Minnesota
$808K +$41.6K +202 +5%
BT
1796
Brandywine Trust
Delaware
$806K
FSA
1797
Fort Sheridan Advisors
Illinois
$806K +$37.1K +180 +5%
LCM
1798
LVM Capital Management
Michigan
$806K +$52.5K +255 +7%
SWA
1799
Sutton Wealth Advisors
Florida
$805K
SIM
1800
SSI Investment Management
California
$805K -$618 -3 -0.1%

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.