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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
PCM
376
Parsons Capital Management
Rhode Island
$33.8M -$146K -672 -0.4%
BBI
377
Baxter Bros Inc
Connecticut
$33.5M +$765K +3,523 +2%
OWP
378
Obermeyer Wealth Partners
Colorado
$33.5M +$121K +559 +0.4%
MA
379
MUFG Americas
New York
$33.3M -$505K -2,327 -2%
IG
380
ING Group
Netherlands
$32.6M +$2.56M +11,787 +9%
DWM
381
Destination Wealth Management
California
$32.6M -$249K -1,146 -0.8%
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$32.3M +$10.9M +50,134 +55%
PTC
383
Philadelphia Trust Company
Pennsylvania
$32.2M +$977K +4,501 +3%
ACM
384
Aquamarine Capital Management
New York
$31.8M
SIM
385
Sentry Investment Management
Wisconsin
$31.8M
ACA
386
Anchor Capital Advisors
Massachusetts
$31.7M +$3.48M +16,036 +13%
JVBC
387
J.V. Bruni & Co
Colorado
$31.5M -$1.25M -5,745 -4%
CIC
388
Carnegie Investment Counsel
Ohio
$31.4M -$415K -1,911 -1%
GJIC
389
Gamble Jones Investment Counsel
California
$31.3M -$816K -3,756 -3%
BPB
390
Badgley, Phelps & Bell
Washington
$30.9M +$496K +2,282 +2%
FNBOO
391
First National Bank of Omaha
Nebraska
$30.7M +$444K +2,046 +2%
First Trust Advisors
392
First Trust Advisors
Illinois
$30.7M +$8.89M +40,921 +43%
II
393
IFM Investors
Australia
$30.6M -$1.15M -5,303 -4%
TCA
394
Taconic Capital Advisors
New York
$30.6M +$29.3M +135,000 New
AMAL
395
Asset Management Advisors LLC
Oklahoma
$30.4M +$123K +568 +0.4%
NAM
396
Nissay Asset Management
Japan
$30.2M -$220K -1,014 -0.8%
WCA
397
Waratah Capital Advisors
Ontario, Canada
$30.2M +$17.9M +82,600 +163%
YAM
398
Yacktman Asset Management
Texas
$30M +$1.24M +5,697 +4%
LI
399
Lafayette Investments
Maryland
$30M -$1.13M -5,182 -4%
AMCA
400
Arthur M. Cohen & Associates
Illinois
$29.9M -$758K -3,490 -3%

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.