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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
CC
1126
Cognios Capital
Kansas
$3.74M -$41.5K -191 -1%
SC
1127
Savant Capital
Illinois
$3.74M +$44.7K +206 +1%
SBIA
1128
Sheaff Brock Investment Advisors
Indiana
$3.73M -$154K -710 -4%
FPS
1129
Fieldpoint Private Securities
Connecticut
$3.72M +$71.4K +329 +2%
PP
1130
Paloma Partners
Connecticut
$3.71M +$2.91M +13,396 +446%
MIM
1131
Moseley Investment Management
Florida
$3.7M +$122K +563 +4%
FGP
1132
Foyston, Gordon, & Payne
Ontario, Canada
$3.7M
TPA
1133
Trivium Point Advisory
Connecticut
$3.7M +$9.77K +45 +0.3%
CT
1134
Chicago Trust
Illinois
$3.69M -$73K -336 -2%
FCM
1135
Fairholme Capital Management
Florida
$3.69M -$42.3K -195 -1%
PK
1136
Pflug Koory
Nebraska
$3.69M -$10.2K -47 -0.3%
1SB
1137
1ST Source Bank
Indiana
$3.69M +$54.3K +250 +2%
TCM
1138
Traynor Capital Management
Pennsylvania
$3.68M +$188K +864 +6%
CWM
1139
CMH Wealth Management
New Hampshire
$3.68M +$54.3K +250 +2%
ICOM
1140
Investment Counselors of Maryland
Maryland
$3.67M -$27.1K -125 -0.8%
PIC
1141
Portland Investment Counsel
Ontario, Canada
$3.67M -$21.7K -100 -0.6%
PWM
1142
Perigon Wealth Management
California
$3.67M +$299K +1,377 +9%
WG
1143
Watchman Group
Texas
$3.66M +$3.51M +16,175 New
AP
1144
Arlington Partners
Alabama
$3.66M +$851K +3,917 +32%
RIA
1145
Realta Investment Advisors
Delaware
$3.66M +$248K +1,144 +7%
DI
1146
DAGCO Inc
Ohio
$3.66M +$21.7K +100 +0.6%
KFA
1147
Kelleher Financial Advisors
New York
$3.65M +$195K +900 +6%
NFG
1148
Nations Financial Group
Iowa
$3.65M -$153K -705 -4%
EVM
1149
Evelyn V. Moreno
$3.65M -$178K -820 -5%
LSAG
1150
Lake Street Advisors Group
New Hampshire
$3.62M +$45K +207 +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.