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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
AFM
2276
Abbot Financial Management
Massachusetts
$234K
PDM
2277
Penn Davis McFarland
Texas
$234K +$232K +1,125 New
CCA
2278
Clearwater Capital Advisors
Illinois
$233K -$103K -500 -31%
CIC
2279
Cornercap Investment Counsel
Georgia
$232K -$3.5K -17 -2%
FFG
2280
Ford Financial Group
California
$231K
NCM
2281
Nelson Capital Management
California
$231K
BAM
2282
Bruderman Asset Management
New York
$230K
RF
2283
RHS Financial
California
$229K +$30.9K +150 +16%
VV
2284
Verity & Verity
South Carolina
$229K +$229K +1,110 New
HCM
2285
Howard Capital Management
Georgia
$228K
EIG
2286
Ellenbecker Investment Group
Wisconsin
$227K
FFW
2287
Fusion Family Wealth
New York
$221K -$615K -2,986 -74%
APC
2288
Aspire Private Capital
North Carolina
$220K
SAM
2289
Smithbridge Asset Management
Pennsylvania
$219K
WCWM
2290
Wooster Corthell Wealth Management
Connecticut
$219K
BC
2291
Brio Consultants
California
$219K +$20.6K +100 +11%
HCM
2292
Hilton Capital Management
New York
$218K -$222K -1,077 -51%
PAA
2293
Peregrine Asset Advisers
Oregon
$218K -$10.3K -50 -5%
FDS
2294
First Dallas Securities
Texas
$218K
CNC
2295
Citizens & Northern Corp
Pennsylvania
$218K +$216K +1,050 New
HPC
2296
Hobart Private Capital
North Carolina
$217K -$4.95K -24 -2%
BBA
2297
Braun-Bostich & Associates
Pennsylvania
$217K
SSWM
2298
Sheets Smith Wealth Management
North Carolina
$215K +$1.85K +9 +0.9%
DA
2299
Dillon & Associates
Michigan
$215K +$7.62K +37 +4%
DW
2300
Domani Wealth
Pennsylvania
$215K +$17.1K +83 +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.