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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
LWM
326
Lenox Wealth Management
Ohio
$43.3M -$1.74M -8,003 -4%
SCA
327
STALEY CAPITAL ADVISERS
Pennsylvania
$43M +$282K +1,300 +0.7%
PP
328
Prospector Partners
Connecticut
$43M +$139K +640 +0.3%
SAIG
329
Semper Augustus Investments Group
Colorado
$42.5M -$17.4K -80 -0%
CB
330
Commerce Bank
Missouri
$42.4M +$950K +4,374 +2%
OPERF
331
Oregon Public Employees Retirement Fund
Oregon
$42M -$2.34M -10,778 -5%
TH
332
TCTC Holdings
Texas
$40.8M +$187K +860 +0.5%
RCAMU
333
Rothschild & Co Asset Management US
Connecticut
$40.6M -$766K -3,526 -2%
SIC
334
Salem Investment Counselors
North Carolina
$40.5M -$7.17K -33 -0%
WBC
335
Westpac Banking Corp
Australia
$40.4M +$1.2M +5,537 +3%
FCIM
336
Fairview Capital Investment Management
California
$40.3M +$1.66M +7,661 +4%
PL
337
Perpetual Ltd
Australia
$40.3M +$5.15M +23,700 +15%
CK
338
Cohen Klingenstein
New York
$40.3M -$261K -1,200 -0.7%
PL
339
PWMCO LLC
Illinois
$39.8M -$3.39M -15,627 -8%
HCM
340
Horan Capital Management
Maryland
$39.7M +$258K +1,187 +0.7%
GCM
341
Gabalex Capital Management
New York
$39.6M
WRF
342
Waddell & Reed Financial
Kansas
$39.6M -$45M -207,089 -54%
DnB Asset Management
343
DnB Asset Management
Norway
$39.4M -$2.64M -12,142 -7%
Teacher Retirement System of Texas
344
Teacher Retirement System of Texas
Texas
$39.4M -$7.65M -35,238 -17%
MP
345
Manikay Partners
New York
$39.1M +$37.5M +172,500 New
OC
346
Oppenheimer & Co
New York
$39M +$278K +1,281 +0.7%
ICP
347
Ironvine Capital Partners
Nebraska
$38.9M +$273K +1,258 +0.7%
CS
348
Candriam SCA
Luxembourg
$38.8M +$840K +3,869 +2%
SWA
349
SFMG Wealth Advisors
Texas
$38.5M -$5.49M -25,286 -13%
CIM
350
Confluence Investment Management
Missouri
$38.3M -$633K -2,914 -2%

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.