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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
CNFG
1226
Creegan & Nassoura Financial Group
New Hampshire
$3.06M +$2.93M +13,493 New
ECG
1227
Edge Capital Group
Georgia
$3.05M
BA
1228
Birinyi Associates
Connecticut
$3.05M +$26.1K +120 +0.9%
PFBT
1229
Parkside Financial Bank & Trust
Missouri
$3.04M +$29.1K +134 +1%
AMIM
1230
Aull & Monroe Investment Management
Alabama
$3.04M
HW
1231
Hedeker Wealth
Illinois
$3.04M +$112K +514 +4%
FAIM
1232
Financial Advocates Investment Management
Washington
$3.03M -$376K -1,730 -11%
UBPAM
1233
Union Bancaire Privee Asset Management
New York
$3.03M +$456K +2,100 +19%
LOAME
1234
Lombard Odier Asset Management (Europe)
United Kingdom
$3.03M
GTAM
1235
Global Trust Asset Management
Florida
$3.03M -$14.1K -65 -0.5%
CBTWT
1236
Community Bank & Trust (Waco, Texas)
Texas
$3.03M +$150K +689 +5%
ERIM
1237
Eagle Ridge Investment Management
Connecticut
$3.02M -$65.2K -300 -2%
CFG
1238
Cooper Financial Group
California
$3.02M -$33K -152 -1%
GFP
1239
Gryphon Financial Partners
Ohio
$3.01M +$65.4K +301 +2%
SIAP
1240
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M +$45.6K +210 +2%
LHC
1241
Little House Capital
Massachusetts
$2.99M -$1.18M -5,425 -29%
NCM
1242
Next Capital Management
New York
$2.99M -$3.26K -15 -0.2%
SC
1243
Slow Capital
California
$2.98M -$17.2K -79 -0.6%
SIMM
1244
Stillwater Investment Management (Minnesota)
Minnesota
$2.98M +$35.2K +162 +1%
IWC
1245
Integrated Wealth Concepts
Massachusetts
$2.97M +$183K +842 +7%
WG
1246
Winton Group
United Kingdom
$2.96M -$154K -709 -5%
AP
1247
Appleton Partners
Massachusetts
$2.96M +$78.8K +363 +3%
Dodge & Cox
1248
Dodge & Cox
California
$2.94M
MHIC
1249
Marble Harbor Investment Counsel
Massachusetts
$2.94M -$38K -175 -1%
MCM
1250
Mitchell Capital Management
Kansas
$2.93M +$207K +955 +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.