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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
WAS
1151
Wealth Advisory Solutions
Indiana
$3.6M +$3.46M +15,910 New
JC
1152
Jacobs & Co
California
$3.6M +$269K +1,240 +8%
SRC
1153
Stone Run Capital
New York
$3.6M
HCA
1154
Hyperion Capital Advisors
New York
$3.6M +$3.45M +15,876 New
RMCM
1155
Reynders McVeigh Capital Management
Massachusetts
$3.59M +$267K +1,231 +8%
BOTW
1156
Bank of the West
California
$3.58M -$39.3K -181 -1%
WP
1157
WMS Partners
Maryland
$3.57M -$339K -1,562 -9%
WEC
1158
Winslow Evans & Crocker
Massachusetts
$3.56M -$21.3K -98 -0.6%
BIM
1159
Barton Investment Management
Pennsylvania
$3.56M
PB
1160
Pinnacle Bancorp
Nebraska
$3.56M +$299K +1,376 +10%
NAM
1161
North American Management
Massachusetts
$3.56M
HCP
1162
Holt Capital Partners
Texas
$3.55M +$48.9K +225 +1%
COI
1163
Connable Office Inc
Michigan
$3.54M -$55.2K -254 -2%
CCA
1164
Checchi Capital Advisers
California
$3.54M +$34.7K +160 +1%
IAN
1165
Integrated Advisors Network
Texas
$3.5M +$3.36M +15,475 New
CIM
1166
CenturyLink Investment Management
Colorado
$3.49M +$763K +3,515 +30%
CAM
1167
Cypress Asset Management
Texas
$3.48M -$201K -925 -6%
NWS
1168
Newport Wealth Strategies
California
$3.47M +$130K +599 +4%
GI
1169
Gradient Investments
Minnesota
$3.47M -$1.36M -6,259 -29%
FP
1170
Factorial Partners
New York
$3.47M +$3.32M +15,300 New
CT
1171
Cambridge Trust
Massachusetts
$3.45M +$195K +900 +6%
IP
1172
Intellectus Partners
California
$3.45M +$56.5K +260 +2%
PP
1173
Pacifica Partners
Canada
$3.44M +$3.3M +15,175 New
BIM
1174
Baldwin Investment Management
Pennsylvania
$3.43M -$95.6K -440 -3%
FBA
1175
Front Barnett Associates
Illinois
$3.42M

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.