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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
CCFCSB
1026
Cape Cod Five Cents Savings Bank
Massachusetts
$4.69M -$329K -1,514 -7%
PAM
1027
Paradigm Asset Management
New York
$4.69M +$293K +1,350 +7%
APW
1028
Aurora Private Wealth
New Jersey
$4.67M +$4.48M +20,623 New
WB
1029
WesBanco Bank
West Virginia
$4.64M -$28.2K -130 -0.6%
SLA
1030
Silver Lake Advisory
Utah
$4.62M +$343K +1,580 +8%
FA
1031
Fagan Associates
New York
$4.58M +$94.5K +435 +2%
QCMNJ
1032
Quantum Capital Management (New Jersey)
New Jersey
$4.58M +$122K +560 +3%
TFS
1033
Thoroughbred Financial Services
Tennessee
$4.58M -$133K -614 -3%
BC
1034
Blackhill Capital
New Jersey
$4.58M -$2.17K -10 -0%
TW
1035
Transform Wealth
Colorado
$4.56M -$48.4K -223 -1%
BA
1036
Bristlecone Advisors
Washington
$4.55M +$159K +731 +4%
MOS
1037
MGO One Seven
Ohio
$4.54M -$54.3K -250 -1%
AAM
1038
AR Asset Management
California
$4.53M
GIA
1039
GHP Investment Advisors
Colorado
$4.53M +$165K +761 +4%
NC
1040
Naman Capital
Brazil
$4.53M
SACTSONJ
1041
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.53M
BOS
1042
Bingham Osborn & Scarborough
California
$4.53M +$65.2K +300 +2%
MPM
1043
Meritage Portfolio Management
Kansas
$4.52M -$68.2K -314 -2%
MAFM
1044
Mid Atlantic Financial Management
Pennsylvania
$4.51M +$217 +1 +0%
CRC
1045
Curi RMB Capital
Illinois
$4.5M -$243K -1,118 -5%
BIMC
1046
Benson Investment Management Company
Virginia
$4.49M +$58.6K +270 +1%
TBA
1047
Tower Bridge Advisors
Pennsylvania
$4.49M +$245K +1,129 +6%
ACP
1048
Aviance Capital Partners
Florida
$4.44M -$201K -927 -5%
VVP
1049
Venture Visionary Partners
Ohio
$4.43M +$4.25M +19,560 New
WGCA
1050
Wolf Group Capital Advisors
Virginia
$4.42M +$44.5K +205 +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.