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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
CWM
1876
Circle Wealth Management
New Jersey
$674K +$7.83K +38 +1%
AWE
1877
Avidian Wealth Enterprises
Texas
$674K +$31.5K +153 +5%
FIM
1878
Fernwood Investment Management
Massachusetts
$671K -$9.27K -45 -1%
IWA
1879
Inspirion Wealth Advisors
Illinois
$669K
LCM
1880
Liberty Capital Management
Michigan
$668K -$107K -520 -14%
AF
1881
Affiance Financial
Minnesota
$668K -$86.7K -421 -12%
WB
1882
Webster Bank
Connecticut
$667K
ONST
1883
Old North State Trust
North Carolina
$666K -$82.2K -399 -11%
AMG
1884
Advisors Management Group
Wisconsin
$666K
OIWM
1885
OptiFour Integrated Wealth Management
Virginia
$664K -$54K -262 -8%
GLA
1886
Good Life Advisors
Pennsylvania
$663K -$41K -199 -6%
HAG
1887
HighPoint Advisor Group
Illinois
$663K
BIA
1888
Bigelow Investment Advisors
Maine
$662K -$7K -34 -1%
CSM
1889
CAMG Solamere Management
North Carolina
$659K
SLT
1890
St Louis Trust
Missouri
$655K
DC
1891
DeDora Capital
California
$648K -$193K -939 -23%
PA
1892
PFW Advisors
Georgia
$645K +$289K +1,401 New
CC
1893
Claybrook Capital
Massachusetts
$644K
JF
1894
JSF Financial
California
$643K -$7.83K -38 -1%
TAM
1895
Trillium Asset Management
Massachusetts
$642K -$98.7K -479 -13%
RHAM
1896
Round Hill Asset Management
California
$640K
SWM
1897
SeaCrest Wealth Management
New York
$640K
HSWM
1898
Hubbell Strickland Wealth Management
Louisiana
$640K +$634K +3,078 New
SIC
1899
Sigma Investment Counselors
Michigan
$638K -$141K -682 -18%
BONST
1900
Bank of Nova Scotia Trust
Ontario, Canada
$637K -$52.3K -254 -8%

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.