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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$352M +$57.1M +262,781 +20%
MG
77
Markel Group
Virginia
$346M +$261K +1,200 +0.1%
BWA
78
Brave Warrior Advisors
New York
$334M -$6.55M -30,175 -2%
Barrow, Hanley, Mewhinney & Strauss
79
Barrow, Hanley, Mewhinney & Strauss
Texas
$329M +$52.5M +241,665 +20%
National Pension Service
80
National Pension Service
South Korea
$329M +$22.9M +105,592 +8%
RCG
81
Ruane, Cunniff & Goldfarb
New York
$325M +$16.6M +76,442 +6%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$318M +$17.9M +82,317 +6%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$311M -$3.72M -17,109 -1%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$310M -$1.59M -7,332 -0.5%
CCM
85
Check Capital Management
California
$309M -$4.46M -20,548 -1%
PP
86
Prudential plc
United Kingdom
$292M +$25.4M +116,755 +10%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$290M +$5.48M +25,212 +2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$286M +$24.6M +113,274 +10%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$284M +$212K +975 +0.1%
Brown Advisory
90
Brown Advisory
Maryland
$276M -$6.56M -30,214 -2%
Franklin Resources
91
Franklin Resources
California
$276M +$171M +788,528 +184%
American Century Companies
92
American Century Companies
Missouri
$272M +$8.16M +37,566 +3%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$265M -$15.7M -72,380 -6%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$265M -$1.14M -5,260 -0.4%
SL
95
SWF LLC
Nebraska
$262M +$86.9M +400,000 +53%
MVIP
96
Mar Vista Investment Partners
California
$254M -$14.9M -68,723 -6%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$249M +$26.7M +122,917 +13%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$244M +$8.85M +40,733 +4%
Citigroup
99
Citigroup
New York
$244M -$49.2M -226,770 -17%
SO
100
STRS Ohio
Ohio
$241M -$5.54M -25,503 -2%

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.