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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
LS
2651
Leelyn Smith
Illinois
$2.22K +$2.12M +9,781 New
SHCM
2652
Silver Heights Capital Management
Ontario, Canada
$2K
NDSI
2653
Newman Dignan & Sheerar Inc
Rhode Island
$1.8K +$84.5K +389 +5%
SHWM
2654
Silicon Hills Wealth Management
Texas
$1.16K +$5K +23 New
DI
2655
DRH Investments
California
$1K +$652 +3 New
WCA
2656
Windsor Creek Advisors
Vermont
$830
PAA
2657
Peregrine Asset Advisers
Oregon
$238
AC
2658
Asio Capital
Kentucky
$129 +$124K +570 New
HighTower Advisors
2659
HighTower Advisors
Illinois
-$281M -1,352,524 Closed
Acadian Asset Management
2660
Acadian Asset Management
Massachusetts
-$262M -1,259,819 Closed
M&T Bank
2661
M&T Bank
New York
-$95.3M -458,278 Closed
ISL
2662
Ingalls & Snyder LLC
New York
-$55.1M -264,961 Closed
BA
2663
Bridgewater Associates
Connecticut
-$22.7M -109,054 Closed
IGGA
2664
Iron Gate Global Advisors
Utah
-$17.3M -83,384 Closed
Renaissance Technologies
2665
Renaissance Technologies
New York
-$17.2M -82,900 Closed
ZIG
2666
Zurich Insurance Group
Switzerland
-$16.5M -79,398 Closed
Twin Tree Management
2667
Twin Tree Management
Texas
-$15.8M -72,592 Closed
RGC
2668
Roberts, Glore & Co
Illinois
-$9.69M -46,575 Closed
MA
2669
MYDA Advisors
New York
-$9.57M -46,000 Closed
PCM
2670
Prana Capital Management
Connecticut
-$8.39M -40,318 Closed
MSDF
2671
Michael & Susan Dell Foundation
New York
-$8.07M -38,785 Closed
EIP
2672
Easterly Investment Partners
Massachusetts
-$6.76M -32,500 Closed
Nomura Holdings
2673
Nomura Holdings
Japan
-$6.41M -31,034 Closed
TRCT
2674
Tower Research Capital (TRC)
New York
-$5.36M -25,753 Closed
EW
2675
Evoke Wealth
California
-$4.9M -23,545 Closed

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.