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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
WC
676
Wexford Capital
Florida
$11.7M -$19.6M -90,182 -64%
KAM
677
Knightsbridge Asset Management
California
$11.6M +$23K +106 +0.2%
AIP
678
Ameritas Investment Partners
Nebraska
$11.6M -$375K -1,727 -3%
CC
679
Chicago Capital
Illinois
$11.6M -$163K -750 -1%
CIA
680
Choate Investment Advisors
Massachusetts
$11.5M -$82.5K -380 -0.7%
MA
681
Montag & Associates
Georgia
$11.5M -$1.12M -5,176 -9%
SWM
682
Sculati Wealth Management
Michigan
$11.4M +$11M +50,542 New
LKIM
683
Lawson Kroeker Investment Management
Nebraska
$11.4M -$290K -1,335 -3%
RSVP
684
Ramsay Stattman Vela & Price
Colorado
$11.4M -$2.82K -13 -0%
MCM
685
Murphy Capital Management
New Jersey
$11.4M -$193K -890 -2%
EWM
686
Edge Wealth Management
New York
$11.4M +$155K +713 +1%
BPCE
687
Bank Pictet & Cie (Europe)
Germany
$11.4M -$8.69K -40 -0.1%
AF
688
Ally Financial
Michigan
$11.3M +$3.26M +15,000 +43%
PA
689
Pinnacle Associates
New York
$11.3M +$1.35M +6,206 +14%
TI
690
Trigran Investments
Illinois
$11.3M
KLI
691
Kelman-Lazarov Inc
Tennessee
$11.3M +$66.9K +308 +0.6%
AAM
692
Autus Asset Management
Arizona
$11.3M +$81K +373 +0.8%
ACG
693
Allen Capital Group
Nebraska
$11.3M +$684K +3,151 +7%
VCM
694
Violich Capital Management
California
$11.2M -$282K -1,300 -3%
WFG
695
Wills Financial Group
Virginia
$11.1M -$68.8K -317 -0.6%
BPC
696
Banque Pictet & Cie
Switzerland
$11.1M -$230K -1,060 -2%
AWM
697
Altavista Wealth Management
North Carolina
$11.1M +$119K +548 +1%
CCM
698
Consolidated Capital Management
California
$11.1M +$122K +563 +1%
SRAM
699
Stone Ridge Asset Management
New York
$11.1M +$391K +1,800 +4%
Mirae Asset Global Investments
700
Mirae Asset Global Investments
South Korea
$11.1M +$220K +1,013 +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.