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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
CA
2101
Continuum Advisory
Idaho
$400K +$5.15K +25 +1%
AM
2102
Atwater Malick
Pennsylvania
$399K
PPW
2103
Pasadena Private Wealth
California
$399K
SAM
2104
Sequent Asset Management
Texas
$396K +$51.5K +250 +15%
DLCIG
2105
D.L. Carlson Investment Group
New Hampshire
$395K -$14.4K -70 -4%
PAM
2106
Palisade Asset Management
Minnesota
$395K
NCM
2107
Northwest Capital Management
Oregon
$394K
SHGA
2108
Sand Hill Global Advisors
California
$394K +$72.1K +350 +23%
CBN
2109
Cadence Bank NA
Texas
$392K -$5.77K -28 -1%
FPA
2110
First Pacific Advisors
California
$392K +$388K +1,885 New
SIC
2111
Shoker Investment Counsel
Ohio
$390K
HCA
2112
Harbour Capital Advisors
Virginia
$386K +$30.9K +150 +9%
KLWA
2113
Kelly Lawrence W & Associates
California
$384K
AAS
2114
Annex Advisory Services
Wisconsin
$384K +$165K +799 +76%
BWFA
2115
Baltimore-Washington Financial Advisors
Maryland
$382K
RWA
2116
Redhawk Wealth Advisors
Minnesota
$381K
BA
2117
Ballew Advisors
Mississippi
$380K -$2.47K -12 -0.6%
CWM
2118
Chesapeake Wealth Management
Virginia
$379K -$142K -688 -27%
ACM
2119
AUA Capital Management
Pennsylvania
$379K
RWMH
2120
Riverpoint Wealth Management Holdings
Illinois
$378K
CST
2121
Charles Schwab Trust
Nevada
$378K +$377K +1,829 New
DPI
2122
Diversified Portfolios Inc
Michigan
$376K
CC
2123
Centiva Capital
New York
$374K +$370K +1,797 New
IWS
2124
Insight Wealth Strategies
California
$373K
AIM
2125
Advantage Investment Management
Iowa
$368K -$71.1K -345 -16%

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.