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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
RCA
2326
Ranch Capital Advisors
Florida
$194K +$192K +932 New
SJIM
2327
St. Johns Investment Management
Florida
$192K
EARNEST Partners
2328
EARNEST Partners
Georgia
$190K
SAS
2329
Stelac Advisory Services
New York
$183K
BCP
2330
Blue Chip Partners
Michigan
$173K
RWG
2331
Regal Wealth Group
California
$167K
CCM
2332
Cutler Capital Management
Massachusetts
$166K +$165K +800 New
CA
2333
Centerpoint Advisors
Massachusetts
$162K -$39.1K -190 -20%
EI
2334
Ellevest Inc
New York
$159K +$30.9K +150 +25%
WPW
2335
Winthrop Partners - WNY
New York
$159K +$13K +63 +9%
JWM
2336
Janiczek Wealth Management
Colorado
$157K +$13K +63 +9%
FA
2337
Financial Advantage
Maryland
$156K
LD
2338
Lipe & Dalton
New York
$152K -$14.4K -70 -9%
KFS
2339
Kelly Financial Services
Massachusetts
$149K
AIM
2340
Arcadia Investment Management
Michigan
$148K
OSNBOA
2341
Old Second National Bank of Aurora
Illinois
$141K -$30.9K -150 -18%
MIM
2342
Macroview Investment Management
Maryland
$135K
GCM
2343
Gables Capital Management
Florida
$130K
FGAM
2344
Financial Gravity Asset Management
Texas
$128K -$52.7K -256 -29%
TFGT
2345
TS Financial Group (TSFG)
Illinois
$128K
FRA
2346
Front Row Advisors
California
$128K +$2.88K +14 +2%
EAM
2347
Erste Asset Management
Austria
$128K
FCA
2348
FinTrust Capital Advisors
South Carolina
$127K -$428K -2,075 -77%
SGAM
2349
Smith Group Asset Management
Texas
$125K -$6.39K -31 -5%
IBOK
2350
Independence Bank of Kentucky
Kentucky
$125K +$20.6K +100 +20%

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.