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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
DLHL
2151
Donald L. Hagan LLC
Florida
$334K -$103K -500 -24%
KIM
2152
Karpus Investment Management
New York
$334K
CF
2153
Corrigan Financial
Rhode Island
$334K -$16.5K -80 -5%
PG
2154
Proffitt & Goodson
Tennessee
$328K +$129K +626 +66%
JFGLC
2155
Johnson Financial Group LLC (Colorado)
Colorado
$326K -$8.24K -40 -2%
FNBOMD
2156
First National Bank of Mount Dora
Florida
$325K -$5.36K -26 -2%
CTA
2157
Colonial Trust Advisors
South Carolina
$325K
BFG
2158
Barber Financial Group
Kansas
$323K +$17.9K +87 +6%
RSWM
2159
Robertson Stephens Wealth Management
California
$323K +$320K +1,555 New
ETI
2160
Enterprise Trust & Investment
California
$322K
CTB
2161
Country Trust Bank
Illinois
$320K
AWM
2162
Affinity Wealth Management
Delaware
$319K -$10.3K -50 -3%
RPGK
2163
Retirement Planning Group (Kansas)
Kansas
$319K
SC
2164
Stratford Consulting
Texas
$319K
NFG
2165
NewFocus Financial Group
Washington
$319K +$7K +34 +2%
MFG
2166
Merit Financial Group
Georgia
$319K +$68K +330 +27%
GHAM
2167
Gilman Hill Asset Management
Connecticut
$318K
SCI
2168
Stableford Capital II
Arizona
$318K +$11.7K +57 +4%
HCM
2169
Hengehold Capital Management
Ohio
$315K -$2.06K -10 -0.7%
BHWM
2170
Bay Harbor Wealth Management
Maryland
$315K
RTC
2171
Riverview Trust Company
Washington
$315K
QPWM
2172
Quadrant Private Wealth Management
Pennsylvania
$314K -$51.5K -250 -14%
BMM
2173
Berkshire Money Management
Massachusetts
$313K
OAMG
2174
Odey Asset Management Group
United Kingdom
$312K -$155K -750 -33%
FEM
2175
Fulcrum Equity Management
Texas
$312K

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.