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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
FFA
251
First Foundation Advisors
California
$64.9M -$1.12M -5,139 -2%
KFC
252
Klingenstein Fields & Co
New York
$64.8M -$908K -4,182 -1%
ACM
253
AKRE Capital Management
Virginia
$64.6M -$231K -1,065 -0.4%
H
254
Hexavest
Quebec, Canada
$64.6M +$61.9M +285,168 New
EWM
255
Evercore Wealth Management
New York
$64.2M +$912K +4,200 +2%
SJL
256
Shayne & Jacobs LLC
Tennessee
$63.8M -$155K -715 -0.3%
URS
257
Utah Retirement Systems
Utah
$63.5M -$17.6M -81,100 -22%
TIM
258
Tikehau Investment Management
France
$63.2M +$60.6M +279,208 New
MSA
259
Mason Street Advisors
Wisconsin
$63.2M -$59.9K -276 -0.1%
WIM
260
Waverton Investment Management
United Kingdom
$63M -$5.58M -25,696 -8%
PMG
261
Private Management Group
California
$62.8M -$1.78M -8,176 -3%
BHIA
262
Birch Hill Investment Advisors
Massachusetts
$62.3M +$5.28M +24,301 +10%
TF
263
TIAA FSB
Florida
$62.1M -$913K -4,205 -2%
WP
264
WealthPLAN Partners
Nebraska
$61.7M +$1.47M +6,748 +3%
AT
265
AMF Tjänstepension
Sweden
$61.4M +$7.04M +32,431 +14%
HNB
266
Huntington National Bank
Ohio
$61.2M +$1.27M +5,863 +2%
GT
267
Glenmede Trust
Pennsylvania
$60.7M +$151K +694 +0.3%
PI
268
Putnam Investments
Massachusetts
$60.5M +$8.87M +40,831 +18%
AIM
269
Artemis Investment Management
United Kingdom
$60.5M -$18.4M -84,895 -24%
MOACM
270
Mutual of America Capital Management
New York
$59.8M +$347K +1,599 +0.6%
Verition Fund Management
271
Verition Fund Management
Connecticut
$58.8M +$43.8M +201,488 +346%
PAG
272
Private Advisor Group
New Jersey
$58.5M -$1.17M -5,406 -2%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$58.4M -$2M -9,187 -3%
KBC Group
274
KBC Group
Belgium
$57.9M +$11.7M +53,858 +27%
BTW
275
Boston Trust Walden
Massachusetts
$57.3M -$271K -1,249 -0.5%

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.