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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
BMC
1976
Beaton Management Company
Massachusetts
$533K +$11.3K +55 +2%
ACM
1977
Advisors Capital Management
New Jersey
$532K +$13.2K +64 +3%
S
1978
Surevest
California
$531K +$2.06K +10 +0.4%
SCM
1979
Southport Capital Management
Tennessee
$530K +$30.9K +150 +6%
GCP
1980
GSA Capital Partners
United Kingdom
$530K +$258K +1,250 +96%
ODG
1981
O'Dell Group
Ohio
$528K
W
1982
WealthOne
New York
$525K
AssetMark Inc
1983
AssetMark Inc
California
$524K -$10.7K -52 -2%
APSP
1984
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K
FVWA
1985
Foster Victor Wealth Advisors
South Carolina
$521K +$179K +868 +53%
CAM
1986
Congress Asset Management
Massachusetts
$518K
NSB
1987
Norway Savings Bank
Maine
$518K +$18.5K +90 +4%
AIM
1988
Axiom Investment Management
New York
$517K -$2.52M -12,215 -83%
W
1989
WealthStone
Ohio
$516K -$1.68M -8,150 -77%
MCM
1990
MV Capital Management
Maryland
$515K -$10.9K -53 -2%
CA
1991
Crewe Advisors
Utah
$515K -$6.18K -30 -1%
HFBOT
1992
Home Federal Bank of Tennessee
Tennessee
$514K +$20.6K +100 +4%
JWM
1993
JGP Wealth Management
Oregon
$513K +$3.09K +15 +0.6%
AW
1994
Avion Wealth
Texas
$513K +$508K +2,465 New
AEPG
1995
American Economic Planning Group
New Jersey
$512K -$19.8K -96 -4%
CYG
1996
Clean Yield Group
Vermont
$512K
APSI
1997
Asset Planning Services Inc
Louisiana
$510K
PIM
1998
Progressive Investment Management
Oregon
$510K +$176K +853 +53%
FPGK
1999
Financial Partners Group (Kansas)
Kansas
$508K -$77.9K -378 -13%
MCM
2000
Marathon Capital Management
Maryland
$508K

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.