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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
VSI
2676
Verde Servicos Internacionais
Brazil
-$4.59M -22,070 Closed
ECM
2677
Element Capital Management
New York
-$4.35M -20,911 Closed
PCM
2678
Prelude Capital Management
New York
-$4.19M -19,284 Closed
CIC
2679
Chilton Investment Company
Connecticut
-$3.82M -18,383 Closed
ACPU
2680
Arrowgrass Capital Partners (US)
Delaware
-$3.82M -18,372 Closed
GH
2681
GAM Holding
Switzerland
-$3.44M -16,540 Closed
HWA
2682
HCR Wealth Advisors
California
-$3.06M -14,681 Closed
CC
2683
Cannell Capital
Wyoming
-$3M -14,438 Closed
NEPWA
2684
New England Private Wealth Advisors
Massachusetts
-$2.76M -13,257 Closed
Arrowstreet Capital
2685
Arrowstreet Capital
Massachusetts
-$2.63M -12,666 Closed
NIS
2686
National Investment Services
Wisconsin
-$2.6M -12,483 Closed
GCM
2687
Gladius Capital Management
Illinois
-$2.48M -11,416 Closed
MC
2688
Machina Capital
France
-$2.35M -11,311 Closed
QCMA
2689
Quad Capital Management Advisors
New York
-$2.34M -11,260 Closed
CG
2690
Cutler Group
California
-$2.12M -10,200 Closed
VAS
2691
Vestmark Advisory Solutions
Massachusetts
-$1.97M -9,445 Closed
CC
2692
Caxton Corporation
New Jersey
-$1.94M -9,312 Closed
GM
2693
GeoWealth Management
Illinois
-$1.93M -9,285 Closed
ARMC
2694
American Research & Management Company
Massachusetts
-$1.91M -9,180 Closed
USAA
2695
United Services Automobile Association
Texas
-$1.86M -8,968 Closed
TCM
2696
Teza Capital Management
Illinois
-$1.78M -8,581 Closed
CW
2697
CreativeOne Wealth
Kansas
-$1.68M -8,069 Closed
GLAM
2698
Gardner Lewis Asset Management
Pennsylvania
-$1.58M -7,610 Closed
PCM
2699
Penserra Capital Management
California
-$1.26M -6,078 Closed
MWM
2700
Meridian Wealth Management
Kentucky
-$1.09M -5,232 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.