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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
WA
1826
Waverly Advisors
Alabama
$747K +$59.3K +288 +9%
GGI
1827
Godsey & Gibb Inc
Virginia
$746K
RA
1828
RFG Advisory
Alabama
$745K +$48.8K +237 +7%
HFA
1829
High Falls Advisors
New York
$743K -$12.4K -60 -2%
LFA
1830
Legend Financial Advisors
Pennsylvania
$741K
PHIMC
1831
Private Harbour Investment Management & Counsel
Ohio
$739K
GC
1832
Gibson Capital
Pennsylvania
$739K +$131K +638 +22%
Aristotle Capital Management
1833
Aristotle Capital Management
California
$738K
HFA
1834
Huber Financial Advisors
Illinois
$735K -$9.27K -45 -1%
SG
1835
Strid Group
Pennsylvania
$734K
FNFDCM
1836
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$730K +$3.3K +16 +0.5%
CHC
1837
City Holding Co
West Virginia
$729K +$15.5K +75 +2%
AAM
1838
American Asset Management
Florida
$728K +$29.9K +145 +4%
WIA
1839
World Investment Advisors
California
$727K +$9.07K +44 +1%
KLCM
1840
KG&L Capital Management
Louisiana
$727K +$41.6K +202 +6%
ANB
1841
Amarillo National Bank
Texas
$726K +$392K +1,905 +120%
GSBTD
1842
Glenview State Bank Trust Department
Illinois
$725K
LPIC
1843
LeJeune Puetz Investment Counsel
Michigan
$725K
GAM
1844
Gould Asset Management
California
$724K -$166K -804 -19%
OC
1845
Oakworth Capital
Alabama
$724K
GSWM
1846
Golden State Wealth Management
California
$722K -$28.2K -137 -4%
BCM
1847
Boltwood Capital Management
California
$722K
FNBOH
1848
First National Bank of Hutchinson
Kansas
$719K
SA
1849
Sunesis Advisors
Kansas
$719K
ITIM
1850
Indiana Trust & Investment Management
Indiana
$717K -$508K -2,466 -42%

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.