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Berkshire Hathaway Class B

2,655 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 356 funds opening new positions, 945 increasing their positions, 977 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more first-time investments, than exits

New positions opened: 356 | Existing positions closed: 79

39% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.67B

13% more funds holding in top 10

Funds holding in top 10: 440496 (+56)

10% more capital invested

Capital invested by funds: $195B → $214B (+$19.6B)

10% more funds holding

Funds holding: 2,4182,655 (+237)

1.21% more ownership

Funds ownership: 67.45%68.67% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 977

Holders
2,655
Holders Change
+237
Holders Change %
+9.8%
% of All Funds
52.3%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
9.77%
New
356
Increased
945
Reduced
977
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2476
Smithbridge Asset Management
Pennsylvania
$239K
WEPOG
2477
Wealth Enhancement & Preservation of GA
Georgia
$239K +$229K +1,054 New
BBA
2478
Braun-Bostich & Associates
Pennsylvania
$238K
BC
2479
Brio Consultants
California
$238K
CNC
2480
Citizens & Northern Corp
Pennsylvania
$238K
FDS
2481
First Dallas Securities
Texas
$238K
HCM
2482
Hilton Capital Management
New York
$238K
WCWM
2483
Wooster Corthell Wealth Management
Connecticut
$238K
LBA
2484
Lowell Blake & Associates
Massachusetts
$238K +$228K +1,050 New
IWP
2485
Insight Wealth Partners
Texas
$238K +$228K +1,051 New
TF
2486
TRH Financial
Iowa
$238K +$228K +1,052 New
CB
2487
CNB Bank
Pennsylvania
$235K -$21.7K -100 -9%
DA
2488
Dillon & Associates
Michigan
$234K
DW
2489
Domani Wealth
Pennsylvania
$234K
SSWM
2490
Sheets Smith Wealth Management
North Carolina
$234K
RC
2491
Rovin Capital
Arizona
$232K +$222K +1,023 New
AFM
2492
Andesa Financial Management
Pennsylvania
$231K
CIA
2493
Compass Ion Advisors
Pennsylvania
$230K +$220K +1,014 New
CCA
2494
Clearwater Capital Advisors
Illinois
$229K -$23.9K -110 -10%
SWIG
2495
Strategic Wealth Investment Group
Kentucky
$228K +$218K +1,005 New
HFM
2496
Hartford Financial Management
Connecticut
$227K
HIM
2497
Hillsdale Investment Management
Ontario, Canada
$227K
IBOK
2498
Independence Bank of Kentucky
Kentucky
$227K +$86.9K +400 +67%
MG
2499
Meritage Group
California
$227K +$217K +1,000 New
SDJVC
2500
St. Denis J. Villere & Co
Louisiana
$226K +$217K +1,000 New

BRK.B Hedge Fund Activity: Q4 2019 in Review

2,655 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2019, worth a combined $214B — up 10% from $195B a quarter earlier.

Buyers outnumbered sellers: 356 funds opened new BRK.B positions and 79 closed out — a net gain of 277 holders — while 945 added to existing stakes and 977 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.06B. The largest seller was Gates Foundation Trust, cutting an estimated $1.09B.

  • 2,655 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2019, up from 2,418 in Q3 2019.
  • Funds reported $214B of Berkshire Hathaway Class B stock for Q4 2019, up 10% quarter-over-quarter.
  • 356 funds opened new Berkshire Hathaway Class B positions in Q4 2019 and 79 closed out, a net change of +277 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2019 was Capital World Investors, an estimated $1.06B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2019 was Gates Foundation Trust, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2019.