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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
EAM
826
Evanson Asset Management
California
$7.92M +$47.8K +220 +0.6%
FNT
827
First National Trust
Pennsylvania
$7.91M -$142K -652 -2%
OIA
828
OneDigital Investment Advisors
Kansas
$7.9M -$197K -909 -3%
SHWM
829
Smith & Howard Wealth Management
Georgia
$7.89M -$280K -1,291 -4%
M
830
MOTCO
Texas
$7.89M +$76.4K +352 +1%
BFM
831
Boston Financial Management
Massachusetts
$7.86M +$450K +2,074 +6%
BCV
832
Banque Cantonale Vaudoise
Switzerland
$7.85M +$7.53M +34,656 New
WSTAM
833
Wilbanks Smith & Thomas Asset Management
Virginia
$7.74M +$257K +1,185 +4%
PCM
834
Palisade Capital Management
New Jersey
$7.73M +$427K +1,965 +6%
OWD
835
Osborn Williams & Donohoe
Ohio
$7.72M -$2.24M -10,328 -23%
VI
836
Vestcor Inc
New Brunswick, Canada
$7.68M +$7.37M +33,918 New
FIB
837
First Interstate Bank
Montana
$7.67M -$166K -766 -2%
KJWM
838
Kiley Juergens Wealth Management
Washington
$7.66M +$339K +1,563 +5%
PAI
839
Pittenger & Anderson Inc
Nebraska
$7.6M -$40.8K -188 -0.6%
FMW
840
Farr Miller & Washington
District of Columbia
$7.57M
EML
841
Eos Management LP
New York
$7.53M
RMC
842
Regis Management Company
California
$7.49M -$53K -244 -0.7%
CAM
843
Cubic Asset Management
Massachusetts
$7.49M +$194K +894 +3%
NCM
844
Northside Capital Management
Oregon
$7.46M -$999K -4,600 -12%
CT
845
Caldwell Trust
Florida
$7.44M +$7.13M +32,848 New
JWCA
846
J.W. Cole Advisors
Florida
$7.4M +$7.09M +32,664 New
RCC
847
Red Cedar Capital
Nebraska
$7.39M -$26.3K -121 -0.4%
PWW
848
Pettyjohn Wood & White
Virginia
$7.35M -$54.9K -253 -0.8%
TWM
849
TLW Wealth Management
Florida
$7.32M +$23K +106 +0.3%
PAM
850
Private Asset Management
California
$7.3M -$102K -469 -1%

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.