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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
SFG
1851
Summit Financial Group
West Virginia
$716K -$448K -2,175 -39%
ACP
1852
Arcus Capital Partners
Georgia
$715K +$39.6K +192 +6%
PWAG
1853
Polaris Wealth Advisory Group
California
$712K +$94.2K +457 +15%
QI
1854
Qtron Investments
Massachusetts
$710K
PIM
1855
Provident Investment Management
Michigan
$708K +$412 +2 +0.1%
HR
1856
Hardy Reed
Mississippi
$707K +$56.7K +275 +9%
WFM
1857
Wolff Financial Management
Michigan
$706K
CGA
1858
Crescent Grove Advisors
Illinois
$700K -$11.5K -56 -2%
EB
1859
Eastern Bank
Massachusetts
$698K -$237K -1,148 -25%
ALAM
1860
Asahi Life Asset Management
Japan
$695K +$30.9K +150 +5%
MF
1861
Magnetar Financial
Illinois
$694K
PPP
1862
Private Portfolio Partners
New Jersey
$693K +$37.3K +181 +6%
PC
1863
Permit Capital
Pennsylvania
$692K
WAAG
1864
Wealth Alliance Advisory Group
Kansas
$687K -$26.2K -127 -4%
CP
1865
Camelot Portfolios
Ohio
$687K +$41.2K +200 +6%
KBG
1866
Kahn Brothers Group
New York
$686K +$20.6K +100 +3%
GKWIM
1867
Gerber Kawasaki Wealth & Investment Management
California
$686K +$65.7K +319 +11%
IC
1868
Iconiq Capital
California
$686K +$93.1K +452 +16%
PWA
1869
Physician Wealth Advisors
Utah
$686K +$646K +3,133 New
IWA
1870
Intercontinental Wealth Advisors
Texas
$683K -$295K -1,430 -30%
SC
1871
Schoolcraft Capital
Colorado
$683K +$207K +1,003 +44%
BMM
1872
Buffington Mohr McNeal
Idaho
$682K -$1.03K -5 -0.2%
TSS
1873
Two Sigma Securities
New York
$680K +$293K +1,423 +77%
BWM
1874
Baystate Wealth Management
Massachusetts
$679K -$144K -700 -18%
KTA
1875
Keeley-Teton Advisors
Illinois
$678K

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.