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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
TCOK
726
Trust Company of Kansas
Kansas
$10.1M +$9.7M +44,663 New
CHAM
727
Clear Harbor Asset Management
Connecticut
$10.1M -$151K -697 -2%
TFCP
728
Twin Focus Capital Partners
Massachusetts
$10.1M +$880K +4,052 +10%
ANBT
729
American National Bank & Trust
Texas
$10.1M +$164K +754 +2%
HI
730
HBK Investments
Texas
$10.1M +$9.44M +43,480 +4,446%
HCM
731
Hutchinson Capital Management
California
$10.1M -$33.9K -156 -0.3%
TCM
732
Twin Capital Management
Pennsylvania
$10.1M -$3.55M -16,350 -27%
CA
733
Cornerstone Advisory
Maryland
$10M +$1.73M +7,949 +22%
UR
734
USCA RIA
Texas
$10M +$131K +603 +1%
SCC
735
Steel Canyon Capital
Arizona
$10M +$9.61M +44,256 New
MERSOM
736
Municipal Employees' Retirement System of Michigan
Michigan
$9.99M +$141K +650 +1%
CPA
737
Court Place Advisors
Maryland
$9.99M -$77.7K -358 -0.8%
DSAM
738
Dock Street Asset Management
Florida
$9.98M -$71.4K -329 -0.7%
HIA
739
Harbor Investment Advisory
Maryland
$9.97M +$9.56M +44,034 New
WF
740
WoodTrust Financial
Wisconsin
$9.95M +$78K +359 +0.8%
NA
741
NewEdge Advisors
Louisiana
$9.94M +$94.5K +435 +1%
JWBC
742
J.W. Burns & Co
New York
$9.91M -$72.1K -332 -0.8%
WDL
743
Well Done LLC
Michigan
$9.88M -$166K -764 -2%
MIA
744
MainStreet Investment Advisors
Illinois
$9.86M +$822K +3,786 +10%
WS
745
Wedbush Securities
California
$9.81M -$236K -1,086 -2%
AIM
746
Allen Investment Management
New York
$9.81M -$12.2K -56 -0.1%
PHS
747
Pekin Hardy Strauss
Illinois
$9.8M -$126K -580 -1%
CM
748
Churchill Management
California
$9.69M +$4.09M +18,822 +79%
AWM
749
Avior Wealth Management
Nebraska
$9.68M +$166K +763 +2%
WPW
750
Waldron Private Wealth
Pennsylvania
$9.65M +$659K +3,033 +8%

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.