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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
CAM
851
Close Asset Management
United Kingdom
$7.29M +$647K +2,979 +10%
BBA
852
BLB&B Advisors
Pennsylvania
$7.23M -$83.8K -386 -1%
ICM
853
Intrepid Capital Management
Florida
$7.23M -$1.98M -9,134 -22%
SAM
854
Strategy Asset Managers
California
$7.22M -$45.4K -209 -0.7%
MWM
855
Mission Wealth Management
California
$7.21M +$53.4K +246 +0.8%
IFLIT
856
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$7.2M
AAIM
857
Asset Advisors Investment Management
Georgia
$7.14M +$152K +700 +2%
POIA
858
Pin Oak Investment Advisors
Texas
$7.12M +$76K +350 +1%
AWS
859
Arkfeld Wealth Strategies
Nebraska
$7.11M +$7.43M +34,197 New
CHP
860
Cable Hill Partners
Oregon
$7.1M -$258K -1,190 -4%
MFCM
861
Mercator Fund (Cayman Master)
New York
$7.08M +$6.78M +31,239 New
SA
862
Sycale Advisors
New York
$7.08M +$6.78M +31,239 New
IRF
863
IBM Retirement Fund
New York
$7.07M -$273K -1,257 -4%
IA
864
IFP Advisors
Florida
$7.05M -$1.83M -8,418 -21%
PMG
865
ProVise Management Group
Florida
$7M -$194K -895 -3%
MIM
866
Martin Investment Management
Florida
$6.98M -$4.76M -21,924 -42%
BNP Paribas Asset Management
867
BNP Paribas Asset Management
France
$6.98M -$2.53M -11,627 -27%
WCM
868
WealthBridge Capital Management
Ohio
$6.97M +$185K +850 +3%
NFG
869
Next Financial Group
Texas
$6.97M +$349K +1,606 +6%
FAB
870
First American Bank
Illinois
$6.91M +$6.63M +30,510 New
ATI
871
Act Two Investors
California
$6.91M -$25.6K -118 -0.4%
STB
872
S&T Bank
Pennsylvania
$6.89M +$1.52K +7 +0%
PJSIMP
873
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.88M -$34.3K -158 -0.5%
CA
874
Clearstead Advisors
Ohio
$6.87M +$68.4K +315 +1%
HHMI
875
Howard Hughes Medical Institute
Maryland
$6.79M

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.