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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
ST
551
Spinnaker Trust
Maine
$17.1M +$105K +483 +0.6%
CFB
552
Cullen/Frost Bankers
Texas
$17.1M +$4.01M +18,458 +32%
RC
553
RBO & Co
California
$17.1M -$168K -774 -1%
MSE
554
MUFG Securities EMEA
United Kingdom
$17M +$16.3M +75,000 New
SC
555
Selz Capital
New York
$17M +$16.3M +75,000 New
CA
556
Cetera Advisors
Colorado
$16.8M +$60.8K +280 +0.4%
MWM
557
Madison Wealth Management
Ohio
$16.8M +$16.1M +73,968 New
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$16.7M -$57.7M -265,819 -78%
EDRH
559
Edmond de Rothschild Holding
Switzerland
$16.7M -$128K -590 -0.8%
Wealthfront Advisers
560
Wealthfront Advisers
California
$16.6M +$1.14M +5,271 +8%
WWM
561
Western Wealth Management
Colorado
$16.6M +$569K +2,619 +4%
WF
562
Welch & Forbes
Massachusetts
$16.5M -$184K -849 -1%
PI
563
PEAK6 Investments
Illinois
$16.5M -$13.1M -60,548 -64%
SNB
564
Security National Bank
Nebraska
$16.4M +$36K +166 +0.2%
BSW
565
Buckingham Strategic Wealth
Missouri
$16.4M -$603K -2,778 -4%
WTC
566
WhitTier Trust Company
Nevada
$16.3M -$1.06M -4,895 -6%
CA
567
CapWealth Advisors
Tennessee
$16.3M +$255K +1,172 +2%
WCM
568
Wedge Capital Management
North Carolina
$16.2M -$55.4K -255 -0.4%
PWP
569
Private Wealth Partners
California
$16.1M +$2.07M +9,540 +16%
KCM
570
Kanawha Capital Management
Virginia
$16M +$5K +23 +0%
FTIOP
571
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16M -$6.69M -30,785 -30%
TAM
572
Taurus Asset Management
New York
$16M -$21.7K -100 -0.1%
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$16M +$2.97M +13,657 +24%
TIP
574
Torray Investment Partners
Maryland
$15.9M -$73.6K -339 -0.5%
IPGDR
575
Investidor Profissional Gestao de Recursos
Brazil
$15.9M +$1.46M +6,744 +11%

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.