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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
FC
1801
Financial Consulate
Maryland
$796K +$123K +599 +19%
PO
1802
Private Ocean
California
$795K -$38.3K -186 -5%
CNB
1803
Camden National Bank
Maine
$795K -$32.1K -156 -4%
NSAM
1804
North Star Asset Management
Wisconsin
$795K
KA
1805
KLCM Advisors
Wisconsin
$793K -$20.6K -100 -3%
FMTC
1806
Farmers & Merchants Trust Company
California
$793K +$96.8K +470 +14%
RGIA
1807
Rainier Group Investment Advisory
Washington
$790K -$502K -2,438 -39%
BIA
1808
Biondo Investment Advisors
Pennsylvania
$790K
LCM
1809
Logan Capital Management
Pennsylvania
$783K -$88.6K -430 -10%
UWM
1810
USAdvisors Wealth Management
Minnesota
$778K +$447K +2,171 +138%
HFA
1811
Hoover Financial Advisors
Pennsylvania
$774K -$117K -570 -13%
LRIA
1812
Leonard Rickey Investment Advisors
Washington
$774K +$618 +3 +0.1%
FIA
1813
FNY Investment Advisers
New York
$773K +$766K +3,716 New
CC
1814
Cedar Capital
Illinois
$768K -$70.7K -343 -9%
AJ
1815
Ashburton (Jersey)
Jersey
$767K +$351K +1,705 +86%
PWAP
1816
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$764K
WCA
1817
Windsor Creek Advisors
Vermont
$762K
FIA
1818
Foundations Investment Advisors
Arizona
$761K +$26K +126 +4%
JGUA
1819
John G. Ullman & Associates
New York
$760K +$15.9K +77 +2%
WLIM
1820
White Lighthouse Investment Management
Massachusetts
$758K
SGK
1821
Steigerwald Gordon & Koch
Virginia
$757K +$18.5K +90 +3%
BI
1822
Ballast Inc
Kentucky
$755K -$5.15K -25 -0.7%
CC
1823
Cornerstone Capital
California
$755K
WAOTB
1824
Wealth Advisors of Tampa Bay
Florida
$754K -$35.9K -174 -5%
MFP
1825
Meridian Financial Partners
Virginia
$748K +$15.2K +74 +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.