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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
SAM
2351
Sycomore Asset Management
France
$124K
BEI
2352
Benjamin Edwards Inc
Missouri
$115K
KBFS
2353
Kohmann Bosshard Financial Services
Ohio
$114K +$113K +550 New
LFG
2354
LifePlan Financial Group
Ohio
$109K -$9.07K -44 -8%
CIM
2355
Contravisory Investment Management
Massachusetts
$107K
CRM
2356
Cramer Rosenthal McGlynn
Connecticut
$104K
TI
2357
Truehand Inc
New Hampshire
$104K
BL
2358
Balentine LLC
Georgia
$103K
PR
2359
Payden & Rygel
California
$103K
RFM
2360
Royal Fund Management
Florida
$102K +$19.2K +93 +23%
FFC
2361
First Financial Corp
Indiana
$96K +$17.9K +87 +24%
APW
2362
Acima Private Wealth
Virginia
$94K +$13.4K +65 +17%
TA
2363
Thor Advisors
New York
$94K +$92.7K +450 New
SFM
2364
Systematic Financial Management
New Jersey
$91K -$4.79M -23,260 -98%
CWM
2365
Cranbrook Wealth Management
Michigan
$89K
FMTCOCP
2366
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K
FA
2367
Fortis Advisors
Pennsylvania
$85K
NPP
2368
New Potomac Partners
Maryland
$83K
QCMC
2369
Quantum Capital Management (California)
California
$83K +$82.4K +400 New
JPLA
2370
Joseph P. Lucia & Associates
New York
$76K
SIA
2371
Sit Investment Associates
Minnesota
$74K
GC
2372
Grace Capital
Massachusetts
$73K -$294K -1,425 -80%
PCM
2373
Princeton Capital Management
New Jersey
$73K
HS
2374
Horan Securities
United States
$72K
HCM
2375
HMS Capital Management
Tennessee
$71K

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.