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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
WRM
751
Weybosset Research & Management
Rhode Island
$9.62M -$31.7K -146 -0.3%
MFAM
752
Motley Fool Asset Management
Virginia
$9.54M +$64.3K +296 +0.7%
CCA
753
Covey Capital Advisors
Georgia
$9.52M +$912K +4,200 +11%
B
754
Barings
North Carolina
$9.5M -$1.37M -6,325 -13%
ECM
755
Exchange Capital Management
Michigan
$9.48M -$347K -1,597 -4%
MMA
756
Miracle Mile Advisors
California
$9.41M -$3.16M -14,570 -26%
DA
757
Duality Advisers
Florida
$9.38M +$5.51M +25,363 +158%
NU
758
Northwestern University
Illinois
$9.33M
PAM
759
Peak Asset Management
Colorado
$9.28M -$1.74K -8 -0%
SWM
760
SVA Wealth Management
Wisconsin
$9.26M -$438K -2,015 -5%
KTM
761
Keeler Thomas Management
Utah
$9.23M -$80.4K -370 -0.9%
WWM
762
Willingdon Wealth Management
North Carolina
$9.2M +$178K +819 +2%
TVAMP
763
Tennessee Valley Asset Management Partners
Tennessee
$9.19M +$567K +2,613 +7%
Skandinaviska Enskilda Banken (SEB)
764
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.12M -$4.63M -21,336 -35%
CAG
765
Curtis Advisory Group
California
$9.12M +$8.74M +40,266 New
PLFAM
766
Pineno Levin & Ford Asset Management
Virginia
$9.09M -$31.5K -145 -0.4%
BC
767
Brinker Capital
Pennsylvania
$9.08M +$471K +2,169 +6%
PA
768
Profund Advisors
Maryland
$9.04M -$552K -2,544 -6%
BS
769
Boenning & Scattergood
Pennsylvania
$9.02M +$230K +1,058 +3%
FNBT
770
FineMark National Bank & Trust
Florida
$9M -$33K -152 -0.4%
MFWM
771
Motley Fool Wealth Management
Virginia
$8.99M +$275K +1,264 +3%
CFG
772
Citizens Financial Group
Rhode Island
$8.96M -$199K -915 -2%
TCCM
773
Timber Creek Capital Management
Massachusetts
$8.95M +$78.2K +360 +0.9%
WP
774
Wedgewood Partners
Missouri
$8.94M -$4.7M -21,623 -35%
PAM
775
Premier Asset Management
Illinois
$8.88M -$3.68M -16,958 -30%

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.