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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
DCM
426
Dupont Capital Management
Delaware
$26.3M +$937K +4,314 +4%
CIM
427
Courant Investment Management
Tennessee
$26.3M
WT
428
Washington Trust
Rhode Island
$26.2M +$21.6M +99,281 +599%
BF
429
BOK Financial
Oklahoma
$26.2M +$1.69M +7,794 +7%
HI
430
Hendershot Investments
Virginia
$26.1M +$1.35M +6,228 +6%
GG
431
Gofen & Glossberg
Illinois
$25.7M +$485K +2,233 +2%
DC
432
Defender Capital
North Carolina
$25.7M -$1.99M -9,165 -7%
DOA
433
D'Orazio & Associates
Virginia
$25.5M -$102K -471 -0.4%
HCM
434
Hollencrest Capital Management
California
$25.4M +$28.4K +131 +0.1%
NPA
435
Nichols & Pratt Advisers
Massachusetts
$25.4M -$1.31M -6,044 -5%
OCM
436
Osterweis Capital Management
California
$25.4M +$3.59M +16,543 +17%
WI
437
Wintrust Investments
Illinois
$25.4M -$808K -3,719 -3%
FDCC
438
Foster Dykema Cabot & Co
Massachusetts
$25.3M -$6.07M -27,951 -20%
TAM
439
Tocqueville Asset Management
New York
$25M -$1.23M -5,645 -5%
JIC
440
JRM Investment Counsel
Nebraska
$24.7M +$364K +1,678 +2%
ADEF
441
Adams Diversified Equity Fund
Maryland
$24.4M +$10.1M +46,700 +77%
SAM
442
Shell Asset Management
Netherlands
$24.2M -$4.61M -21,234 -17%
TCOV
443
Trust Company of Vermont
Vermont
$24.1M +$272K +1,252 +1%
BB
444
Busey Bank
Illinois
$24.1M +$13K +60 +0.1%
AFA
445
American Financial Advisors
Georgia
$24.1M -$9.45M -43,497 -27%
FAAS
446
First Allied Advisory Services
California
$24.1M -$435K -2,002 -2%
RCM
447
Rockshelter Capital Management
Pennsylvania
$24M -$574K -2,645 -2%
GAM
448
Gotham Asset Management
New York
$24M +$5.42M +24,965 +31%
FNT
449
First Nebraska Trust
Nebraska
$23.9M -$30.4K -140 -0.1%
JCM
450
Jacobi Capital Management
Pennsylvania
$23.8M +$602K +2,771 +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.