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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
RA
2426
RiverPark Advisors
New York
-$5.37M -25,185 Closed
CA
2427
Cambridge Advisors
Nebraska
-$4.87M -22,857 Closed
RCAG
2428
Rehmann Capital Advisory Group
Michigan
-$4.26M -19,964 Closed
CC
2429
Cipher Capital
New York
-$3.7M -17,369 Closed
AI
2430
Atria Investments
North Carolina
-$3.34M -16,983 Closed
OGC
2431
Oak Grove Capital
New Hampshire
-$3.47M -16,261 Closed
Holocene Advisors
2432
Holocene Advisors
New York
-$3.1M -14,555 Closed
DAM
2433
Deltec Asset Management
New York
-$3.09M -14,500 Closed
QT
2434
Quantbot Technologies
New York
-$2.7M -12,688 Closed
EWM
2435
Executive Wealth Management
Michigan
-$2.68M -12,593 Closed
Balyasny Asset Management
2436
Balyasny Asset Management
Illinois
-$2.14M -10,029 Closed
SL
2437
Signition LP
New York
-$2.13M -9,994 Closed
IWA
2438
IBEX Wealth Advisors
New Jersey
-$1.91M -8,938 Closed
FAM
2439
Formidable Asset Management
Ohio
-$1.59M -7,754 Closed
NL
2440
NKCFO LLC
Illinois
-$1.48M -6,950 Closed
DCM
2441
Donaldson Capital Management
Indiana
-$1.37M -6,417 Closed
RMA
2442
Roffman Miller Associates
Pennsylvania
-$1.36M -6,367 Closed
Cohen & Steers
2443
Cohen & Steers
New York
-$1.28M -6,003 Closed
SIM
2444
Sonora Investment Management
Arizona
-$957K -4,489 Closed
PHK
2445
Point72 Hong Kong
Hong Kong
-$956K -4,486 Closed
CAM
2446
Concorde Asset Management
Michigan
-$917K -4,298 Closed
DSA
2447
Droms Strauss Advisors
Missouri
-$858K -4,025 Closed
SIAG
2448
Signet Investment Advisory Group
Rhode Island
-$849K -3,985 Closed
FSA
2449
Financial Sense Advisors
California
-$839K -3,937 Closed
JT
2450
Jump Trading
Illinois
-$833K -3,908 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.