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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
MJRIC
351
Mogy Joel R Investment Counsel
California
$38.1M -$251K -1,155 -0.7%
AP
352
Archon Partners
New Jersey
$38.1M
SIM
353
Sprucegrove Investment Management
Ontario, Canada
$37.9M +$3.63M +16,694 +11%
Capstone Investment Advisors
354
Capstone Investment Advisors
New York
$37.9M +$33M +151,967 +989%
SCM
355
Sirios Capital Management
Massachusetts
$37.7M -$9.36M -43,120 -21%
CC
356
Cadinha & Co
Hawaii
$37.3M +$1.15M +5,288 +3%
PL
357
Parthenon LLC
Kentucky
$37.2M -$39.7K -183 -0.1%
ESCM
358
Echo Street Capital Management
New York
$37.1M +$55.4K +255 +0.2%
LWCA
359
Locust Wood Capital Advisers
New York
$36.8M -$1.86M -8,575 -5%
NIM
360
Northeast Investment Management
Massachusetts
$36.7M -$394K -1,814 -1%
CTC
361
Central Trust Company
Missouri
$36.3M +$287K +1,323 +0.8%
RG
362
Rathbones Group
United Kingdom
$36.3M +$663K +3,052 +2%
ERSOT
363
Employees Retirement System of Texas
Texas
$35.9M -$6.49M -29,900 -16%
CPSAC
364
Chas P. Smith & Associates (CPS)
Florida
$35.8M +$505K +2,327 +1%
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$35.4M +$2.13M +9,804 +7%
FRM
366
Foundation Resource Management
Arkansas
$35.4M -$1.63M -7,512 -5%
FAM
367
Fenimore Asset Management
New York
$35.1M +$317K +1,460 +1%
PGFC
368
Peapack-Gladstone Financial Corp
New Jersey
$35.1M -$48K -221 -0.1%
RC
369
Roundview Capital
New Jersey
$35.1M +$760K +3,501 +2%
QI
370
QV Investors
Alberta, Canada
$35M -$6.85M -31,530 -17%
FCMC
371
Founders Capital Management (Connecticut)
Connecticut
$34.5M -$268K -1,232 -0.8%
BCM
372
Becker Capital Management
Oregon
$34.5M +$17.8M +81,733 +116%
CPIG
373
Chicago Partners Investment Group
Illinois
$34.4M +$57.5K +265 +0.2%
ECAM
374
East Coast Asset Management
Massachusetts
$34.3M +$13.9K +64 +0%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$33.9M

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.