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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$239M +$13.4M +61,500 +6%
Swedbank
102
Swedbank
Sweden
$238M +$12.3M +56,783 +6%
Janus Henderson Group
103
Janus Henderson Group
$234M -$55.4M -254,876 -20%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$232M +$7.63M +35,125 +4%
GQG Partners
105
GQG Partners
Florida
$230M +$220M +1,014,382 New
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$227M +$164M +757,082 +309%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$227M -$3.58M -16,501 -2%
TC
108
Tetrad Corporation
Nebraska
$227M
GEM
109
Global Endowment Management
North Carolina
$226M +$288K +1,325 +0.1%
ClearBridge Investments
110
ClearBridge Investments
New York
$218M -$151M -694,361 -42%
HHII
111
H&H International Investment
California
$217M -$52.1M -240,000 -20%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$211M -$16.2M -74,700 -7%
AG
113
Aperio Group
California
$208M +$11.6M +53,393 +6%
LPL Financial
114
LPL Financial
California
$204M +$17M +78,462 +10%
LSV Asset Management
115
LSV Asset Management
Illinois
$203M -$3.15M -14,500 -2%
GC
116
Giverny Capital
Quebec, Canada
$202M +$4.3M +19,806 +2%
Harris Associates
117
Harris Associates
Illinois
$201M +$192M +885,859 New
Truist Financial
118
Truist Financial
North Carolina
$200M +$179M +824,706 +1,407%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$198M +$1.92M +8,820 +1%
GIA
120
Gateway Investment Advisers
Ohio
$198M -$1.64M -7,548 -0.9%
EIG
121
EdgePoint Investment Group
Ontario, Canada
$196M +$10.7M +49,422 +6%
EHC
122
Everett Harris & Co
California
$193M -$1.34M -6,188 -0.7%
DWA
123
Douglass Winthrop Advisors
New York
$193M +$1.59M +7,328 +0.9%
C
124
Consulta
United Kingdom
$193M
MAMU
125
Marathon Asset Management (UK)
United Kingdom
$192M +$13.3M +61,384 +8%

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.