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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
WIC
451
Whitegate Investment Counselors
New Hampshire
$23.8M -$119K -549 -0.5%
CANC
452
Culbertson A N & Co
Virginia
$23.8M -$649K -2,989 -3%
RFC
453
Regions Financial Corp
Alabama
$23.7M +$79.5K +366 +0.4%
HKAM
454
Horizon Kinetics Asset Management
New York
$23.7M -$810K -3,729 -3%
GJCM
455
Grand Jean Capital Management
California
$23.6M -$48.2K -222 -0.2%
PSUF
456
People's United Financial
Connecticut
$23.6M -$297K -1,366 -1%
WorldQuant Millennium Advisors
457
WorldQuant Millennium Advisors
New York
$23.6M -$1.34M -6,174 -6%
SC
458
Saybrook Capital
North Carolina
$23.6M -$121K -556 -0.5%
PC
459
Pecaut & Co
Iowa
$23.6M -$185K -854 -0.8%
JWA
460
JFS Wealth Advisors
Pennsylvania
$23.4M -$335K -1,542 -1%
Massachusetts Financial Services
461
Massachusetts Financial Services
Massachusetts
$23.3M -$10.8M -49,943 -33%
KAS
462
Kemnay Advisory Services
New York
$23.1M +$2.3M +10,606 +12%
SDWIA
463
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$22.9M +$637K +2,933 +3%
ZIG
464
Zuckerman Investment Group
Illinois
$22.9M -$1.02M -4,682 -4%
GD
465
Grandfield & Dodd
New York
$22.9M -$189K -870 -0.9%
FCI
466
Financial Counselors Inc
Kansas
$22.9M +$1.3M +6,008 +6%
KRS
467
Kentucky Retirement Systems
Kentucky
$22.8M +$33.2K +153 +0.2%
UONDDL
468
University of Notre Dame du Lac
Indiana
$22.8M
CS
469
Cannell & Spears
New York
$22.8M +$351K +1,617 +2%
TYCC
470
Texas Yale Capital Corp
Florida
$22.7M -$101K -465 -0.5%
PAMP
471
Polar Asset Management Partners
Ontario, Canada
$22.6M +$21.7M +100,000 New
CGH
472
Crossmark Global Holdings
Texas
$22.6M +$1.79M +8,225 +9%
QOP
473
Quinn Opportunity Partners
Virginia
$22.5M +$6.56M +30,200 +44%
FT
474
Fiduciary Trust
Massachusetts
$22.3M -$364K -1,677 -2%
TNB
475
Thomasville National Bank
Georgia
$22M +$870K +4,005 +4%

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.