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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
CIA
2251
CCM Investment Advisers
South Carolina
$252K -$329K -1,595 -57%
FSWA
2252
Financial Synergies Wealth Advisors
Texas
$251K +$4.95K +24 +2%
PCA
2253
Private Capital Advisors
Connecticut
$250K
JC
2254
Jentner Corp
Ohio
$250K +$248K +1,203 New
FM
2255
Foster & Motley
Ohio
$249K -$11.1K -54 -4%
GAG
2256
GM Advisory Group
New York
$248K +$32.1K +156 +15%
EFL
2257
ERn Financial LLC
Wisconsin
$244K
CF
2258
Copperwynd Financial
Arizona
$243K -$2.06K -10 -0.9%
AW
2259
Alpha Windward
Massachusetts
$242K +$412 +2 +0.2%
CCM
2260
Carderock Capital Management
Maryland
$241K +$30.9K +150 +15%
BCM
2261
Bluefin Capital Management
New York
$241K +$239K +1,159 New
IAMOG
2262
Investors Asset Management of Georgia
Georgia
$240K
WC
2263
Westhampton Capital
North Carolina
$240K
AFNAS
2264
American Financial Network Advisory Services
California
$239K -$286K -1,387 -55%
AL
2265
Arnhold LLC
New York
$239K
RPA
2266
Rock Point Advisors
Vermont
$239K
CIS
2267
Connors Investor Services
Pennsylvania
$239K +$20.6K +100 +10%
HWM
2268
Highwater Wealth Management
Colorado
$239K +$39.4K +191 +20%
DAC
2269
Dividend Assets Capital
South Carolina
$238K
FPIS
2270
Financial Planning & Information Services
Wisconsin
$238K
CB
2271
CNB Bank
Pennsylvania
$237K -$41.2K -200 -15%
HA
2272
Harborview Advisors
Maine
$237K
PA
2273
Parkside Advisors
California
$237K
ML
2274
McAdam LLC
Pennsylvania
$235K -$7K -34 -3%
OCG
2275
Opus Capital Group
Ohio
$235K

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.