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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
SC
576
Spindletop Capital
New York
$15.9M
MGIA
577
Moneta Group Investment Advisors
Missouri
$15.9M +$147K +676 +1%
S
578
SignatureFD
Georgia
$15.8M -$648K -2,982 -4%
GIA
579
Granite Investment Advisors
New Hampshire
$15.8M -$264K -1,217 -2%
CAM
580
Carret Asset Management
New York
$15.7M +$16.3K +75 +0.1%
LC
581
Lincoln Capital
Nebraska
$15.7M +$156K +719 +1%
FWCM
582
Ferguson Wellman Capital Management
Oregon
$15.7M -$121K -559 -0.8%
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$15.7M +$5.09M +23,450 +51%
AAS
584
Avantax Advisory Services
Texas
$15.7M +$6.66M +30,655 +80%
NEWAS
585
N.E.W. Advisory Services
Wisconsin
$15.6M +$14.9M +68,736 New
CCA
586
Cobblestone Capital Advisors
New York
$15.4M +$111K +512 +0.8%
AJ
587
Ashburton (Jersey)
Jersey
$15.3M +$13.9M +63,986 +1,736%
Citadel Advisors
588
Citadel Advisors
Florida
$15.3M -$46.2M -212,960 -76%
DA
589
Denali Advisors
California
$15.2M +$6.25M +28,800 +75%
FC
590
FORA Capital
Florida
$15.1M +$14.5M +66,817 New
BC
591
Burney Company
Virginia
$15.1M +$1.37M +6,320 +10%
Rockefeller Capital Management
592
Rockefeller Capital Management
New York
$15M +$3.3M +15,187 +30%
CCMD
593
Cypress Capital Management (Delaware)
Delaware
$15M -$34.7K -160 -0.2%
WCMN
594
Westchester Capital Management (Nebraska)
Nebraska
$15M +$75.6K +348 +0.5%
AFG
595
Albion Financial Group
Utah
$15M +$1.9M +8,737 +15%
BCM
596
Bridgeway Capital Management
Texas
$14.9M -$1.48M -6,800 -9%
SI
597
Stephens Inc
Arkansas
$14.9M +$519K +2,391 +4%
EOJOAM
598
E. Ohman J:or Asset Management
Sweden
$14.9M +$14.2M +65,600 New
GA
599
GFS Advisors
Texas
$14.9M -$2.6M -11,975 -15%
SIG
600
Schaller Investment Group
North Carolina
$14.8M -$1.08M -4,965 -7%

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.