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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
AO
1576
Allen Operations
New York
$1.56M
BCM
1577
Bayesian Capital Management
New York
$1.56M +$1.5M +6,900 New
WANY
1578
Wealthspire Advisors (New York)
New York
$1.56M +$308K +1,420 +26%
NERM
1579
New England Research & Management
Illinois
$1.56M -$5.43K -25 -0.4%
FWSM
1580
First Wilshire Securities Management
California
$1.55M +$226K +1,040 +18%
AIC
1581
Ameritas Investment Company
Nebraska
$1.55M -$120K -554 -7%
Jane Street
1582
Jane Street
New York
$1.55M -$1.87M -8,630 -56%
SVCP
1583
Silicon Valley Capital Partners
California
$1.55M -$45.4K -209 -3%
TA
1584
Townsend & Associates
Colorado
$1.55M +$49.1K +226 +3%
ANTB
1585
AMG National Trust Bank
Colorado
$1.55M -$327K -1,508 -18%
SC
1586
Searle & Co
Connecticut
$1.55M
CC
1587
Courier Capital
New York
$1.55M +$84.7K +390 +6%
WPC
1588
Waters Parkerson & Co
Louisiana
$1.55M -$21.7K -100 -1%
BSB
1589
Bangor Savings Bank
Maine
$1.53M -$50.4K -232 -3%
PIM
1590
Penobscot Investment Management
Massachusetts
$1.53M
HCM
1591
Hall Capital Management
Rhode Island
$1.53M +$9.77K +45 +0.7%
XF
1592
XML Financial
Maryland
$1.53M +$1.47M +6,749 New
HCMNY
1593
Howard Capital Management (New York)
New York
$1.53M -$34.7K -160 -2%
VA
1594
Valmark Advisers
Ohio
$1.53M +$37.8K +174 +3%
CC
1595
Capital Counsel
New York
$1.53M -$168K -775 -10%
QCM
1596
Quest Capital Management
Texas
$1.53M -$89.9K -414 -6%
BST
1597
Bath Savings Trust
Maine
$1.53M +$136K +627 +10%
SAM
1598
Sequent Asset Management
Texas
$1.53M +$1.05M +4,837 +254%
RT
1599
Rockland Trust
Massachusetts
$1.52M -$9.12K -42 -0.6%
KF
1600
Krilogy Financial
Missouri
$1.52M -$345K -1,587 -19%

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.