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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
BFO
601
Boston Family Office
Massachusetts
$14.8M +$24.1K +111 +0.2%
NIPH
602
NN Investment Partners Holdings
Netherlands
$14.8M +$5.74M +26,408 +68%
MRCM
603
M&R Capital Management
New Jersey
$14.8M -$431K -1,985 -3%
SBWIC
604
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.8M -$207K -951 -1%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$14.7M -$342K -1,576 -2%
SPIA
606
Steward Partners Investment Advisory
New York
$14.6M -$6.3K -29 -0%
MA
607
Mutual Advisors
Nebraska
$14.6M +$585K +2,694 +4%
PGIM
608
Pacific Global Investment Management
California
$14.6M +$400K +1,843 +3%
RIL
609
Rothschild Investment LLC
Illinois
$14.5M -$69.7K -321 -0.5%
H
610
HoyleCohen
California
$14.5M -$267K -1,229 -2%
BUB
611
BBVA USA Bancshares
Texas
$14.5M -$94.5K -435 -0.7%
CTI
612
Community Trust & Investment
Kentucky
$14.3M -$413K -1,901 -3%
AWM
613
Absher Wealth Management
North Carolina
$14.3M +$13.9M +63,952 New
EH
614
Equitable Holdings
New York
$14.2M +$13.7M +62,896 New
BEAM
615
Baker Ellis Asset Management
Washington
$14.2M -$357K -1,644 -3%
FAT
616
First American Trust
California
$14.1M +$169K +778 +1%
FSCM
617
Front Street Capital Management
Montana
$14.1M -$69.1K -318 -0.5%
EP
618
Elkhorn Partners
Nebraska
$14M
CAM
619
Capco Asset Management
Florida
$14M +$84.3K +388 +0.6%
HC
620
Hendley & Co
Ohio
$14M -$2.61K -12 -0%
NCM
621
Novare Capital Management
North Carolina
$14M -$2.62M -12,054 -16%
BFIM
622
Beese Fulmer Investment Management
Ohio
$13.9M +$397K +1,830 +3%
PA
623
Parallel Advisors
California
$13.9M -$5K -23 -0%
FSA
624
Franklin Street Advisors
North Carolina
$13.9M -$79.9K -368 -0.6%
CA
625
Callahan Advisors
Texas
$13.9M -$53.2K -245 -0.4%

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.