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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
AII
401
AGF Investments Inc
Ontario, Canada
$29.8M -$326K -1,500 -1%
NFGCM
402
Norman Fields Gottscho Capital Management
New York
$29.6M -$1.22M -5,620 -4%
SS
403
Sunbelt Securities
Texas
$29.6M +$299K +1,379 +1%
ABC
404
Associated Banc-Corp
Wisconsin
$29.4M +$274K +1,261 +1%
AM
405
Account Management
Massachusetts
$29.4M -$517K -2,380 -2%
SFM
406
Stack Financial Management
Montana
$29.3M -$44.5K -205 -0.2%
NCM
407
New Capital Management
Texas
$29.3M +$11.1M +50,984 +65%
AC
408
Allstate Corporation
Illinois
$29.2M +$652 +3 +0%
WT
409
Whittier Trust
California
$28.9M +$926K +4,265 +3%
PFO
410
Pathstone Family Office
New Jersey
$28.9M +$121K +558 +5%
SRC
411
Shufro Rose & Co
New York
$28.6M +$134K +618 +0.5%
COPPSERS
412
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.5M +$67.5K +311 +0.2%
MML Investors Services
413
MML Investors Services
Massachusetts
$28.4M +$1.73M +7,984 +7%
HIC
414
Harvey Investment Company
Kentucky
$28.1M +$74.9K +345 +0.3%
WPIC
415
White Pine Investment Company
Michigan
$28M -$837K -3,856 -3%
RIG
416
Roosevelt Investment Group
New York
$27.9M +$969K +4,460 +4%
WAM
417
World Asset Management
Michigan
$27.8M -$161K -740 -0.6%
SLAM
418
Swiss Life Asset Management
$27.4M -$8.77M -40,386 -25%
AC
419
Avenir Corporation
Virginia
$27.2M +$586K +2,699 +2%
CCM
420
Covington Capital Management
California
$27.1M +$28K +129 +0.1%
RC
421
RegentAtlantic Capital
New Jersey
$27.1M +$378K +1,739 +1%
VIMU
422
Veritas Investment Management (UK)
United Kingdom
$27M -$498K -2,292 -2%
CAN
423
Cetera Advisor Networks
California
$27M -$327K -1,507 -1%
NB
424
Norinchukin Bank
Japan
$26.8M -$5.24M -24,109 -17%
LFAS
425
Level Four Advisory Services
Texas
$26.5M +$536K +2,468 +7%

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.