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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
BWP
2451
BSW Wealth Partners
Colorado
-$820K -3,849 Closed
BCM
2452
Bienville Capital Management
New York
-$810K -3,800 Closed
MCM
2453
Marsico Capital Management
Colorado
-$806K -3,779 Closed
CAW
2454
Cornerstone Advisors (Washington)
Washington
-$785K -3,681 Closed
OAM
2455
Oxford Asset Management
United Kingdom
-$745K -3,494 Closed
WSC
2456
Wellington Shields & Co
New York
-$705K -3,306 Closed
AWA
2457
Alaska Wealth Advisors
Alaska
-$579K -2,883 Closed
BOE
2458
Bank of Edwardsville
Illinois
-$610K -2,862 Closed
CWG
2459
Cornerstone Wealth Group
North Carolina
-$546K -2,561 Closed
NCM
2460
Noesis Capital Mangement
Florida
-$544K -2,550 Closed
BHB
2461
Bank Hapoalim BM
Israel
-$475K -2,227 Closed
F
2462
F3Logic
Minnesota
-$463K -2,183 Closed
HIM
2463
Hanlon Investment Management
New Jersey
-$413K -1,938 Closed
NC
2464
Noked Capital
Israel
-$405K -1,900 Closed
NI
2465
Noked Israel
Israel
-$405K -1,900 Closed
GCC
2466
Guardian Capital (Canada)
Ontario, Canada
-$396K -1,859 Closed
AI
2467
Atom Investors
Texas
-$368K -1,724 Closed
SCM
2468
Stordahl Capital Management
Colorado
-$337K -1,581 Closed
PWS
2469
Paragon Wealth Strategies
Florida
-$317K -1,488 Closed
IOOF
2470
Independent Order of Foresters
Ontario, Canada
-$310K -1,454 Closed
AIA
2471
Armor Investment Advisors
North Carolina
-$302K -1,417 Closed
BAM
2472
Blueshift Asset Management
New Jersey
-$284K -1,331 Closed
OWA
2473
One Wealth Advisors
California
-$279K -1,309 Closed
MA
2474
MANA Advisors
New York
-$266K -1,248 Closed
Qube Research & Technologies (QRT)
2475
Qube Research & Technologies (QRT)
United Kingdom
-$239K -1,122 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.