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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
TRAM
2701
Tuscan Ridge Asset Management
Illinois
-$1.01M -4,850 Closed
SWP
2702
Strategic Wealth Partners
Ohio
-$38.3K -4,567 Closed
FIA
2703
FNY Investment Advisers
New York
-$773K -3,716 Closed
KLCM
2704
KG&L Capital Management
Louisiana
-$727K -3,498 Closed
TSS
2705
Two Sigma Securities
New York
-$710K -3,270 Closed
MIH
2706
Meitav Investment House
Israel
-$614K -2,962 Closed
JCM
2707
Jacobsen Capital Management
Utah
-$575K -2,765 Closed
AIM
2708
Axiom Investment Management
New York
-$517K -2,512 Closed
IA
2709
Independence Advisors
Pennsylvania
-$465K -2,237 Closed
AIA
2710
Angeles Investment Advisors
California
-$437K -2,103 Closed
QFA
2711
Quattro Financial Advisors
Texas
-$415K -2,010 Closed
RL
2712
Ruffer LLP
United Kingdom
-$416K -2,000 Closed
XWM
2713
Xcel Wealth Management
Florida
-$408K -1,962 Closed
CC
2714
Centiva Capital
New York
-$374K -1,797 Closed
KIM
2715
Karpus Investment Management
New York
-$334K -1,605 Closed
QCM
2716
Quantinno Capital Management
New York
-$290K -1,396 Closed
WFWM
2717
Wechter Feldman Wealth Management
New Jersey
-$278K -1,337 Closed
CWM
2718
Capital Wealth Management
Rhode Island
-$275K -1,322 Closed
LFS
2719
Lutz Financial Services
Nebraska
-$270K -1,300 Closed
NG
2720
NatWest Group
United Kingdom
-$266K -1,277 Closed
JC
2721
Jentner Corp
Ohio
-$250K -1,203 Closed
GAG
2722
GM Advisory Group
New York
-$248K -1,191 Closed
BCM
2723
Bluefin Capital Management
New York
-$241K -1,159 Closed
HCM
2724
Howard Capital Management
Georgia
-$228K -1,100 Closed
HPC
2725
Hobart Private Capital
North Carolina
-$217K -1,044 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.