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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
BCA
2051
Biltmore Capital Advisors
New Jersey
$441K +$51.1K +248 +13%
MC
2052
Miramar Capital
Illinois
$440K
AIA
2053
Angeles Investment Advisors
California
$437K -$126K -610 -22%
AFS
2054
Access Financial Services
Minnesota
$437K -$58.5K -284 -12%
RP
2055
Rowlandmiller & Partners
Georgia
$436K
WC
2056
Weil Company
California
$436K
FA
2057
FC Advisory
Pennsylvania
$435K
GAM
2058
Grandview Asset Management
Pennsylvania
$434K +$194K +942 +81%
DRD
2059
Dennis R. Delaney
$433K
FBT
2060
First Bank & Trust
South Dakota
$433K +$1.85K +9 +0.4%
LFG
2061
Larson Financial Group
Missouri
$433K +$160K +777 +60%
VCM
2062
Vigilant Capital Management
Maine
$432K -$99.5K -483 -19%
SMG
2063
Smart Money Group
Texas
$432K -$8.86K -43 -2%
CCM
2064
CWH Capital Management
Washington
$430K
LIM
2065
Lagoda Investment Management
New York
$430K
MTC
2066
McDaniel Terry & Co
Texas
$428K -$35K -170 -8%
BP
2067
Broadleaf Partners
Ohio
$426K +$1.24K +6 +0.3%
CAN
2068
Claraphi Advisory Network
United States
$425K -$10.3K -50 -2%
HBT
2069
Hills Bank & Trust
Iowa
$425K +$49.4K +240 +13%
AIS
2070
Accurate Investment Solutions
Pennsylvania
$424K
AAM
2071
Augustine Asset Management
Florida
$422K
BWM
2072
BigSur Wealth Management
Florida
$421K
SI
2073
SimpliFi Inc
California
$420K
SFG
2074
StrategIQ Financial Group
Indiana
$420K
AIA
2075
Allied Investment Advisors
Montana
$419K +$4.95K +24 +1%

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.