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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
FM
901
Family Management
New York
$6.41M +$89.3K +411 +1%
Fiera Capital (Canada)
902
Fiera Capital (Canada)
Quebec, Canada
$6.37M +$128K +590 +2%
SB
903
Simmons Bank
Arkansas
$6.36M -$41.9K -193 -0.7%
VHAM
904
Van Hulzen Asset Management
California
$6.35M -$204K -938 -3%
KCPG
905
Kavar Capital Partners Group
Kansas
$6.34M -$76K -350 -1%
BJL
906
Brighton Jones LLC
Washington
$6.32M -$53K -244 -0.9%
RFWA
907
RPg Family Wealth Advisory
Massachusetts
$6.32M -$586K -2,699 -9%
OAG
908
Orbis Allan Gray
Bermuda
$6.32M +$853K +3,927 +16%
TGAM
909
TBH Global Asset Management
Tennessee
$6.3M +$6.04M +27,832 New
BBVA
910
Banco Bilbao Vizcaya Argentaria
Spain
$6.28M +$6.02M +27,742 New
LOPW
911
Live Oak Private Wealth
North Carolina
$6.25M +$5.99M +27,598 New
MC
912
Moors & Cabot
Massachusetts
$6.24M +$16.1K +74 +0.3%
KS
913
Karpas Strategies
Connecticut
$6.22M
FFG
914
Frisch Financial Group
New York
$6.15M +$809K +3,724 +16%
MPAM
915
Murphy Pohlad Asset Management
Minnesota
$6.15M +$29.3K +135 +0.5%
ST
916
Smithfield Trust
Pennsylvania
$6.13M -$26.9K -124 -0.5%
MSAM
917
Moloney Securities Asset Management
Missouri
$6.13M +$94.9K +437 +2%
MBTD
918
Mechanics Bank - Trust Department
California
$6.1M -$10.9K -50 -0.2%
CCT
919
Country Club Trust
Missouri
$6.1M -$56.7K -261 -1%
EM
920
Excalibur Management
Massachusetts
$6.07M +$287K +1,321 +5%
SFS
921
Searcy Financial Services
Kansas
$6.06M -$52.1K -240 -0.9%
SFSG
922
Stearns Financial Services Group
North Carolina
$6.05M -$57.1K -263 -1%
HT
923
Heritage Trust
Oklahoma
$6.05M +$134K +618 +2%
AF
924
Arrow Financial
New York
$6.03M -$207K -954 -3%
CL
925
CPWM LLC
Washington
$6.02M -$44.3K -204 -0.8%

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.