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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
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$1.22B -$6.7M -30,837 -0.6%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.2B +$41.7M +192,197 +4%
Capital World Investors
28
Capital World Investors
California
$1.19B +$1.06B +4,884,618 +1,298%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.16B +$6.97M +32,100 +0.6%
PPA
30
Parametric Portfolio Associates
Washington
$1.14B +$40.1M +184,871 +4%
UBS AM
31
UBS AM
Illinois
$1.02B +$66.2M +304,804 +7%
Principal Financial Group
32
Principal Financial Group
Iowa
$966M +$5.54M +25,508 +0.6%
Capital International Investors
33
Capital International Investors
California
$962M -$45.2M -208,197 -5%
UBS Group
34
UBS Group
Switzerland
$957M +$152M +698,045 +20%
PSCM
35
Pershing Square Capital Management
New York
$910M
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$845M +$53.6M +246,701 +7%
Creative Planning
37
Creative Planning
Kansas
$823M -$16.7M -76,898 -2%
BBHC
38
Brown Brothers Harriman & Co
New York
$819M +$17.6M +80,886 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$819M -$50M -230,267 -6%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$796M +$6.89M +31,735 +0.9%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$796M -$35.7M -164,372 -4%
FMI
42
Fiduciary Management Inc
Wisconsin
$795M +$106M +487,107 +16%
Barclays
43
Barclays
United Kingdom
$780M +$210M +965,852 +39%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$716M -$7.46M -34,351 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$709M +$1.45M +6,659 +0.2%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$652M +$1.68M +7,730 +0.3%
EVM
47
Eaton Vance Management
Massachusetts
$647M +$17.8M +81,942 +3%
Prudential Financial
48
Prudential Financial
New Jersey
$630M +$9.66M +44,467 +2%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$584M +$12.8M +58,850 +2%
Capital Research Global Investors
50
Capital Research Global Investors
California
$572M +$368K +1,694 +0.1%

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.