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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
BDF
2126
Black Diamond Financial
Maryland
$368K
AA
2127
Advisory Alpha
Michigan
$368K +$18.3K +89 +5%
CCP
2128
Clarkston Capital Partners
Michigan
$366K
RFO
2129
RiverGlades Family Offices
Florida
$365K +$165K +800 +84%
MSWMA
2130
Market Street Wealth Management Advisors
Indiana
$361K
JWBC
2131
John W. Bristol & Co
New York
$359K
CAG
2132
Csenge Advisory Group
Florida
$359K +$53.2K +258 +18%
TF
2133
TimeScale Financial
Massachusetts
$358K -$20.6K -100 -5%
EVC
2134
Eidelman Virant Capital
Missouri
$357K +$11.3K +55 +3%
BC
2135
Barnett & Company
Tennessee
$354K +$13.4K +65 +4%
MFT
2136
Moisand Fitzgerald Tamayo
Florida
$351K -$20.6K -100 -6%
VIA
2137
Vident Investment Advisory
Georgia
$351K +$3.3K +16 +1%
RBC
2138
Roble Belko & Company
Pennsylvania
$350K -$135K -657 -28%
CP
2139
Cumberland Partners
Ontario, Canada
$350K -$82.4K -400 -19%
RCM
2140
RNC Capital Management
California
$346K -$118K -572 -26%
MCG
2141
McCollum Christoferson Group
New York
$344K
SRC
2142
Sage Rhino Capital
California
$344K +$6.18K +30 +2%
MCIA
2143
Mountain Capital Investment Advisors
Colorado
$342K -$14.6K -71 -4%
RP
2144
Riverbridge Partners
Minnesota
$342K
VST
2145
Van Strum & Towne
California
$342K
TF
2146
Trek Financial
Arizona
$336K -$30.1K -146 -8%
State Farm Mutual Automobile Insurance
2147
State Farm Mutual Automobile Insurance
Illinois
$336K
TBNY
2148
Trustco Bank (New York)
New York
$336K
RIA
2149
Regal Investment Advisors
Michigan
$334K -$131K -634 -28%
CWM
2150
Connecticut Wealth Management
Connecticut
$334K -$104K -507 -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.