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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
PIA
1051
Perennial Investment Advisors
California
$4.42M +$4.24M +19,530 New
CIA
1052
Capital Investment Advisors
Georgia
$4.42M +$22.6K +104 +0.5%
TIM
1053
Tortoise Investment Management
New York
$4.41M +$13.2K +61 +0.3%
RHFI
1054
Reilly Herbert Faulkner III
$4.41M +$140K +646 +3%
FHA
1055
First Horizon Advisors
Tennessee
$4.41M +$16.1K +74 +0.4%
AAF
1056
Andra AP-fonden
Sweden
$4.37M +$282K +1,300 +7%
RBA
1057
Richard Bernstein Advisors
New York
$4.36M -$2.4M -11,030 -36%
SA
1058
Strategic Advisors
New York
$4.35M -$111K -509 -3%
DLA
1059
Douglas Lane & Associates
New York
$4.35M -$152K -700 -4%
PIMG
1060
Patriot Investment Management Group
Tennessee
$4.34M +$79.9K +368 +2%
PWP
1061
Principle Wealth Partners
Connecticut
$4.33M -$48.9K -225 -1%
ACM
1062
Azimuth Capital Management
Michigan
$4.33M -$41.9K -193 -1%
XSC
1063
X-Square Capital
Puerto Rico
$4.33M +$22.6K +104 +0.5%
AC
1064
Alley Company
Illinois
$4.32M +$14.3K +66 +0.3%
CFFP
1065
Center for Financial Planning
Michigan
$4.32M +$4.14M +19,061 New
NFG
1066
Noven Financial Group
Colorado
$4.31M +$28K +129 +0.7%
SCM
1067
Shelton Capital Management
Colorado
$4.3M -$335K -1,544 -8%
CCM
1068
Compton Capital Management
Rhode Island
$4.24M -$54.3K -250 -1%
CCM
1069
Corsair Capital Management
New York
$4.23M +$78.4K +361 +2%
MAM
1070
Martingale Asset Management
Massachusetts
$4.23M -$1.41M -6,490 -26%
SWM
1071
Strategic Wealth Management
Washington
$4.21M
LWAC
1072
Laurel Wealth Advisors (California)
California
$4.2M -$832K -3,832 -17%
JIC
1073
Joel Isaacson & Co
New York
$4.19M -$224K -1,030 -5%
SW
1074
SlateStone Wealth
Florida
$4.19M +$188K +866 +5%
PA
1075
Perennial Advisors
New York
$4.17M -$78.8K -363 -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.