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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
BCP
2226
Blackhawk Capital Partners
Wisconsin
$272K
OPTFSNA
2227
Old Point Trust & Financial Services N A
Virginia
$271K
LFS
2228
Lutz Financial Services
Nebraska
$270K -$20.8K -101 -7%
BG
2229
Bollard Group
Massachusetts
$270K
BIM
2230
Bridgecreek Investment Management
Oklahoma
$270K
WAM
2231
Weiss Asset Management
Massachusetts
$270K +$60.4K +293 +29%
GA
2232
Gateway Advisory
New Jersey
$268K
WPC
2233
White Pine Capital
Minnesota
$267K
NG
2234
NatWest Group
United Kingdom
$266K -$11.3K -55 -4%
BCM
2235
Brasada Capital Management
Texas
$266K +$264K +1,281 New
AF
2236
AtlasMark Financial
Texas
$265K +$263K +1,275 New
IA
2237
IFG Advisors
Missouri
$265K +$262K +1,273 New
PFC
2238
Phocas Financial Corp
California
$264K +$10.3K +50 +4%
PCA
2239
Peddock Capital Advisors
Massachusetts
$262K
AC
2240
Arjuna Capital
North Carolina
$261K +$10.3K +50 +4%
DA
2241
DSC Advisors
Illinois
$261K +$13.2K +64 +5%
CCM
2242
Cohen Capital Management
California
$260K
IIM
2243
Ipswich Investment Management
Massachusetts
$260K
MAM
2244
Mastrapasqua Asset Management
Tennessee
$260K
LC
2245
Loews Corp
New York
$260K +$258K +1,250 New
HIS
2246
Harvest Investment Services
Illinois
$259K +$258K +1,254 New
CG
2247
Corundum Group
Colorado
$258K -$1.24K -6 -0.5%
RC
2248
RBF Capital
California
$258K
SPI
2249
Santori & Peters Inc
Pennsylvania
$256K -$315K -1,531 -55%
SWAG
2250
Spectrum Wealth Advisory Group
California
$253K

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.