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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
AL
526
AJO LP
Pennsylvania
$19.3M +$16.5M +75,772 +790%
AWM
527
AE Wealth Management
Kansas
$19.2M +$2.67M +12,292 +17%
Daiwa Securities Group
528
Daiwa Securities Group
Japan
$19.2M +$6.27M +28,878 +52%
FBB
529
Fulton Breakefield Broenniman
Maryland
$19.1M +$211K +973 +1%
AL
530
Aspiriant LLC
California
$18.9M -$309K -1,424 -2%
BAM
531
Barrett Asset Management
New York
$18.8M -$111K -509 -0.6%
Jones Financial Companies
532
Jones Financial Companies
Missouri
$18.8M -$264K -1,215 -1%
SC
533
SouthState Corp
Florida
$18.8M +$1.03M +4,727 +6%
MLL
534
Moody Lynn & Lieberson
Massachusetts
$18.6M +$136K +627 +0.8%
UB
535
UMB Bank
Missouri
$18.6M +$12.7M +58,405 +246%
TNA
536
True North Advisors
Texas
$18.6M +$17.8M +81,987 New
BIC
537
Beach Investment Counsel
Pennsylvania
$18.5M -$2.97M -13,657 -14%
GLLW
538
Graves Light Lenhart Wealth
Virginia
$18.2M +$127K +584 +0.7%
GP
539
Greenline Partners
New York
$18M -$144K -663 -0.8%
GCGDR
540
Geo Capital Gestora de Recursos
Brazil
$18M +$764K +3,520 +5%
Fisher Asset Management
541
Fisher Asset Management
Washington
$17.8M -$1.65M -7,616 -9%
VFA
542
Valeo Financial Advisors
Indiana
$17.8M -$120K -554 -0.7%
ACM
543
Academy Capital Management
Texas
$17.8M +$7.83M +36,034 +85%
DWM
544
Doyle Wealth Management
Florida
$17.6M -$35.4K -163 -0.2%
NP
545
NS Partners
United Kingdom
$17.4M +$341K +1,569 +2%
HCMT
546
Highland Capital Management (Tennessee)
Tennessee
$17.4M -$385K -1,772 -2%
Macquarie Group
547
Macquarie Group
Australia
$17.3M +$186K +858 +1%
QP
548
Quilter Plc
United Kingdom
$17.3M +$16.6M +76,345 New
DY
549
Dowling & Yahnke
California
$17.2M -$241K -1,110 -1%
NMIMC
550
Northwestern Mutual Investment Management Company
Wisconsin
$17.2M +$284K +1,310 +2%

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.