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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
SEIA
2076
Signature Estate & Investment Advisors
California
$417K +$25.3K +123 +7%
FNBTCON
2077
First National Bank & Trust Co of Newtown
Pennsylvania
$416K -$3.71K -18 -0.9%
RL
2078
Ruffer LLP
United Kingdom
$416K
NIA
2079
Northstar Investment Advisors
Colorado
$416K +$421K +2,045 New
QFA
2080
Quattro Financial Advisors
Texas
$415K
FTC
2081
Farmers Trust Company
Ohio
$414K -$10.1K -49 -2%
GA
2082
Geller Advisors
New York
$414K +$410K +1,989 New
GAM
2083
GQ Asset Management
New York
$414K +$410K +1,992 New
JCM
2084
Jag Capital Management
Missouri
$413K
CIA
2085
Cascade Investment Advisors
Oregon
$412K +$61.8K +300 +18%
DACG
2086
Donor Advised Charitable Giving
California
$412K
LCM
2087
Leisure Capital Management
California
$412K +$36.1K +175 +10%
CWM
2088
Cahaba Wealth Management
Georgia
$412K +$51.1K +248 +14%
MGAM
2089
McGowan Group Asset Management
Texas
$411K
ARG
2090
Advisory Resource Group
Oklahoma
$409K -$90.7K -440 -18%
UBV
2091
United Bank (Virginia)
Virginia
$409K -$20.6K -100 -5%
FFG
2092
Fortem Financial Group
California
$409K
C
2093
Cerebellum
California
$409K +$81.2K +394 +25%
SAM
2094
Stansberry Asset Management
Texas
$408K -$58.7K -285 -13%
XWM
2095
Xcel Wealth Management
Florida
$408K
TA
2096
Trellis Advisors
Washington
$406K
AIC
2097
Archer Investment Corporation
Indiana
$406K +$20.6K +100 +5%
LSA
2098
L & S Advisors
California
$402K
VIM
2099
Vista Investment Management
Pennsylvania
$402K +$43.1K +209 +12%
BFIC
2100
Bedell Frazier Investment Counselling
California
$401K +$78.1K +379 +24%

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.