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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
ME
2301
McIlrath & Eck
Washington
$214K +$7.21K +35 +4%
WCM
2302
Wealthcare Capital Management
Virginia
$213K
SFC
2303
SYM Financial Corp
Indiana
$212K +$1.03K +5 +0.5%
AFM
2304
Andesa Financial Management
Pennsylvania
$212K +$1.85K +9 +0.9%
BWCS
2305
Beirne Wealth Consulting Services
Connecticut
$211K
EWF
2306
Epstein & White Financial
California
$210K -$32.3K -157 -14%
BCAM
2307
Boston Common Asset Management
Massachusetts
$210K
EMG
2308
Ellington Management Group
Connecticut
$208K -$124K -600 -38%
HFM
2309
Hartford Financial Management
Connecticut
$208K
HIM
2310
Hillsdale Investment Management
Ontario, Canada
$208K
BMA
2311
Brooks Moore & Associates
Tennessee
$208K +$206K +1,000 New
EMB
2312
Elefante Mark B
$208K +$206K +1,000 New
CBT
2313
Central Bank & Trust
Kentucky
$207K -$24.1K -117 -11%
BWL
2314
Bogart Wealth LLC
Virginia
$207K
PP
2315
PrairieView Partners
Minnesota
$206K +$204K +990 New
RIG
2316
Renaissance Investment Group
Massachusetts
$204K -$865K -4,198 -81%
GWMIA
2317
Global Wealth Management Investment Advisory
Florida
$204K
OFS
2318
OneAscent Financial Services
Alabama
$203K -$45.5K -221 -19%
LFA
2319
Landmark Financial Advisors
Kentucky
$203K -$5.15K -25 -2%
HI
2320
HBK Investments
Texas
$203K +$202K +978 New
PI
2321
Parkside Investments
Illinois
$200K +$198K +962 New
WOC
2322
West Oak Capital
California
$199K
1IA
2323
1834 Investment Advisors
Wisconsin
$198K -$61.8K -300 -24%
CAM
2324
Cacti Asset Management
Georgia
$198K +$155K +750 +375%
FWC
2325
First Washington Corp
Washington
$197K

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.