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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
OAJ
1926
Ogorek Anthony Joseph
New York
$603K -$54.6K -265 -8%
SSA
1927
South Street Advisors
New York
$601K
JMFC
1928
J.M. Forbes & Co
Massachusetts
$601K +$74.2K +360 +14%
IC
1929
Intersect Capital
California
$598K -$209K -1,012 -26%
RWM
1930
RBA Wealth Management
California
$598K -$14.2K -69 -2%
LBD
1931
Landsberg Bennett & Dubbaneh
Florida
$598K
STMM
1932
South Texas Money Management
Texas
$597K -$30.5K -148 -5%
IC
1933
Investment Counsel
Michigan
$597K +$25.8K +125 +5%
CCFM
1934
Clear Creek Financial Management
Washington
$592K -$673K -3,268 -55%
WAM
1935
Winslow Asset Management
Ohio
$592K -$29.9K -145 -5%
CMP
1936
Courage Miller Partners
Virginia
$590K
BHBT
1937
Burke & Herbert Bank & Trust
Virginia
$585K -$9.68K -47 -2%
I
1938
INVST
Indiana
$585K +$233K +1,131 +67%
WA
1939
Wheatland Advisors
Pennsylvania
$579K
CPA
1940
Capital Planning Advisors
California
$577K -$33K -160 -5%
OAM
1941
Oak Asset Management
California
$577K +$4.12K +20 +0.7%
JCM
1942
Jacobsen Capital Management
Utah
$575K
I
1943
IberiaBank
Louisiana
$573K -$61.4K -298 -10%
SAM
1944
Seelaus Asset Management
New Jersey
$573K -$24.1K -117 -4%
ABP
1945
Arthur B. Page
$573K -$20.6K -100 -4%
DWM
1946
Darwin Wealth Management
Florida
$572K -$2.47K -12 -0.4%
CC
1947
Colrain Capital
Massachusetts
$572K +$206K +1,000 +57%
HFA
1948
HC Financial Advisors
California
$572K +$567K +2,751 New
ED
1949
Exane Derivatives
France
$572K +$19.6K +95 +4%
RWM
1950
Reston Wealth Management
Virginia
$571K -$35.6K -173 -6%

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.