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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
CMBA
2401
C.M. Bidwell & Associates
Hawaii
$13K +$12.8K +62 New
MG
2402
MilWealth Group
Wisconsin
$10.4K
MAU
2403
MRA Associates USA
Arizona
$10.4K
DRS
2404
Deane Retirement Strategies
Louisiana
$10K -$1.84M -8,948 -99%
MWC
2405
MBM Wealth Consultants
Missouri
$10K
TAIM
2406
TD Ameritrade Investment Management
Nebraska
$10K +$1.85K +9 +24%
AIM
2407
AIA Investment Management
Singapore
$10K +$9.68K +47 New
JIR
2408
James Investment Research
Ohio
$8K
MCMT
2409
Moon Capital Management (Tennessee)
Tennessee
$7K +$32.1K +156 +0.4%
SL
2410
Salomon & Ludwin
Virginia
$5K
UB
2411
UMB Bank
Missouri
$4.94K -$4.95K -24 -0.1%
CAM
2412
ClariVest Asset Management
California
$4K -$216K -1,047 -98%
CIR
2413
Clear Investment Research
Georgia
$4K
TCM
2414
TD Capital Management
Tennessee
$4K
MCM
2415
McMillion Capital Management
North Carolina
$3K
FCH
2416
Freestone Capital Holdings
Washington
$2.24K +$670K +3,252 +43%
SHCM
2417
Silver Heights Capital Management
Ontario, Canada
$1K
OSAM
2418
O'Shaughnessy Asset Management
Connecticut
$1K +$412 +2 +50%
AC
2419
Alleghany Corporation
New York
-$70.2M -329,100 Closed
CBOA
2420
Commonwealth Bank of Australia
Australia
-$52M -243,817 Closed
MSV
2421
MN Services Vermogensbeheer
Netherlands
-$47.8M -224,154 Closed
TCA
2422
Taconic Capital Advisors
New York
-$21.3M -100,000 Closed
SCM
2423
Symons Capital Management
Pennsylvania
-$7.86M -36,858 Closed
CAM
2424
Centre Asset Management
New York
-$6.8M -31,880 Closed
BPA
2425
Beacon Pointe Advisors
California
-$5.44M -25,517 Closed

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.