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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
PFPT
951
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.65M +$674K +3,105 +14%
HCM
952
Highlander Capital Management
New Jersey
$5.64M -$97.7K -450 -2%
PCM
953
Pointe Capital Management
Michigan
$5.63M -$332K -1,529 -6%
EFS
954
Essex Financial Services
Connecticut
$5.63M +$596K +2,744 +12%
SRCM
955
Swift Run Capital Management
Virginia
$5.62M -$1.97M -9,073 -27%
CWM
956
Chronos Wealth Management
Florida
$5.61M +$5.38M +24,781 New
KIA
957
KCM Investment Advisors
California
$5.61M +$7.6K +35 +0.1%
LA
958
LFL Advisers
Illinois
$5.58M
AFA
959
Arlington Financial Advisors
California
$5.56M -$53.2K -245 -1%
DT
960
Diversified Trust
Tennessee
$5.55M +$2.44M +11,213 +84%
KJHP
961
K.J. Harrison & Partners
Ontario, Canada
$5.54M +$384K +1,767 +8%
KOCAA
962
Knights of Columbus Asset Advisors
Connecticut
$5.54M +$5.31M +24,436 New
KFGK
963
Keystone Financial Group (Kentucky)
Kentucky
$5.52M -$41.5K -191 -0.8%
EWA
964
Exencial Wealth Advisors
Oklahoma
$5.51M -$71.9K -331 -1%
HR
965
Howe & Rusling
New York
$5.5M -$125K -576 -2%
ATIA
966
American Trust Investment Advisors
New Hampshire
$5.49M -$39.5K -182 -0.7%
SIA
967
SeaBridge Investment Advisors
New Jersey
$5.48M -$222K -1,020 -4%
OPS
968
Orion Portfolio Solutions
Nebraska
$5.47M +$5.25M +24,158 New
GF
969
Gabelli Funds
New York
$5.44M +$1.74M +8,000 +50%
Lido Advisors
970
Lido Advisors
California
$5.43M +$392K +1,803 +8%
MRI
971
Mad River Investors
Massachusetts
$5.39M -$10.9K -50 -0.2%
RG
972
Rikoon Group
New Mexico
$5.38M +$24.3K +112 +0.5%
BCM
973
Brooktree Capital Management
Michigan
$5.36M +$5.14M +23,681 New
RIM
974
Rampart Investment Management
Connecticut
$5.36M +$288K +1,325 +6%
AF
975
Aldebaran Financial
$5.34M -$768K -3,535 -13%

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.