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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
LPWM
2551
Lake Point Wealth Management
Texas
$161K +$154K +709 New
AAMA
2552
Advanced Asset Management Advisors
Ohio
$152K +$146K +672 New
FWC
2553
First Washington Corp
Washington
$147K -$64.7K -298 -31%
EI
2554
Ellevest Inc
New York
$147K -$24.5K -113 -15%
LD
2555
Lipe & Dalton
New York
$147K -$17.4K -80 -11%
MIM
2556
Macroview Investment Management
Maryland
$147K
SGAM
2557
Smith Group Asset Management
Texas
$145K +$8.69K +40 +7%
TFGT
2558
TS Financial Group (TSFG)
Illinois
$144K +$4.34K +20 +3%
GCM
2559
Gables Capital Management
Florida
$142K
FRA
2560
Front Row Advisors
California
$139K -$217 -1 -0.2%
SAM
2561
Sycomore Asset Management
France
$135K
FWM
2562
Filbrandt Wealth Management
Wisconsin
$135K +$130K +600 New
RFM
2563
Royal Fund Management
Florida
$134K +$21.7K +100 +20%
CIM
2564
Contravisory Investment Management
Massachusetts
$132K +$15.2K +70 +14%
LFG
2565
LifePlan Financial Group
Ohio
$131K +$11.9K +55 +10%
CA
2566
Centerpoint Advisors
Massachusetts
$130K -$44.5K -205 -26%
BEI
2567
Benjamin Edwards Inc
Missouri
$126K
KBFS
2568
Kohmann Bosshard Financial Services
Ohio
$125K
GC
2569
Grace Capital
Massachusetts
$124K +$43.4K +200 +57%
CRM
2570
Cramer Rosenthal McGlynn
Connecticut
$113K
TI
2571
Truehand Inc
New Hampshire
$113K
CIR
2572
Clear Investment Research
Georgia
$113K +$104K +480 +2,400%
PR
2573
Payden & Rygel
California
$112K
RCG
2574
Ruggie Capital Group
Florida
$109K -$1.26M -5,806 -92%
FFC
2575
First Financial Corp
Indiana
$104K

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.