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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
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$81.6M +$8.63M +41,890 +12%
MC
202
Metropolis Capital
United Kingdom
$81.5M +$17.2M +83,463 +27%
ASRS
203
Arizona State Retirement System
Arizona
$80.8M -$398K -1,930 -0.5%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$80.5M +$630K +3,060 +0.8%
Federated Hermes
205
Federated Hermes
Pennsylvania
$80.4M -$11.9M -57,539 -13%
WRF
206
Waddell & Reed Financial
Kansas
$79.4M +$288K +1,400 +0.4%
SCM
207
Smead Capital Management
Arizona
$78.4M -$2.25M -10,940 -3%
SB
208
Suntrust Banks
Georgia
$78.4M -$2.76M -13,387 -3%
Capital World Investors
209
Capital World Investors
California
$78.3M +$5.53M +26,816 +8%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$78M +$11.6M +56,307 +18%
BAM
211
Burgundy Asset Management
Ontario, Canada
$78M +$7.09M +34,435 +10%
RE
212
RBC Europe
United Kingdom
$77.9M +$7.12M +34,539 +10%
WCM
213
Wallace Capital Management
Texas
$76.4M -$2.25M -10,937 -3%
HP
214
Hosking Partners
United Kingdom
$76.3M -$3.75M -18,224 -5%
TPSF
215
Texas Permanent School Fund
Texas
$76M -$1.74M -8,451 -2%
URS
216
Utah Retirement Systems
Utah
$75.2M +$144K +700 +0.2%
SL
217
Summitry LLC
California
$73.5M -$368K -1,787 -0.5%
AIM
218
Artemis Investment Management
United Kingdom
$73.2M -$6.7M -32,508 -8%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$72.6M -$331K -1,605 -0.5%
BCM
220
Bronte Capital Management
Australia
$72.5M +$14.5M +70,243 +25%
HHAA
221
Henry H. Armstrong Associates
Pennsylvania
$72M +$609K +2,958 +0.9%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$70.7M +$52.4M +254,315 +298%
MWNA
223
Marshall Wace North America
New York
$70.5M +$4.26M +20,700 +7%
UAM
224
UAS Asset Management
New York
$70.2M +$4.66M +22,614 +7%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$69.3M -$608K -2,953 -0.9%

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.