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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
VPI
976
Value Partners Investments
Manitoba, Canada
$5.34M +$5.13M +23,600 New
Man Group
977
Man Group
United Kingdom
$5.3M
CQS
978
Credential Qtrade Securities
$5.3M -$60.4K -278 -1%
MPI
979
Mairs & Power Inc
Minnesota
$5.28M +$250K +1,152 +5%
OI
980
Oakbrook Investments
Illinois
$5.27M -$5.65M -26,000 -53%
BAC
981
Boys Arnold & Co
North Carolina
$5.27M +$70.1K +323 +1%
AIM
982
Anchor Investment Management
South Carolina
$5.26M -$10.9K -50 -0.2%
FVSAZ
983
Flossbach von Storch AG Zurich
Switzerland
$5.26M -$217K -1,000 -4%
FI
984
Financial Insights
Washington
$5.25M -$77.7K -358 -2%
P
985
Pitcairn
Pennsylvania
$5.24M -$139K -640 -3%
CL
986
Choreo LLC
Illinois
$5.21M +$1.44M +6,631 +40%
SNBOSCI
987
Security National Bank of Sioux City Iowa
Iowa
$5.19M +$28.4K +131 +0.6%
GT
988
Glenview Trust
Kentucky
$5.16M +$70.4K +324 +1%
EIP
989
Ellis Investment Partners
Pennsylvania
$5.1M -$54.3K -250 -1%
IB
990
Intrust Bank
Kansas
$5.09M +$326K +1,500 +7%
TIA
991
Traphagen Investment Advisors
New Jersey
$5.09M
BPA
992
Beacon Pointe Advisors
California
$5.09M +$4.88M +22,456 New
TCOO
993
Trust Company of Oklahoma
Oklahoma
$5.08M +$2.46M +11,345 +102%
RAM
994
RK Asset Management
Michigan
$5.08M -$92.5K -426 -2%
BS
995
Banco Santander
Spain
$5.06M +$59.3K +273 +1%
ZIC
996
ZWJ Investment Counsel
Georgia
$5.04M +$2.8M +12,905 +138%
CA
997
Cambridge Advisors
Nebraska
$5.04M +$4.83M +22,237 New
OCAM
998
Onex Canada Asset Management
Ontario, Canada
$5.02M -$92.1K -424 -2%
APP
999
Avantax Planning Partners
Iowa
$5.01M -$104K -480 -2%
PCAP
1000
Pratt Collard Advisory Partners
New York
$5M -$53K -244 -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.