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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
CAL
1626
Capital Advisors Ltd
Ohio
$1.43M
JIP
1627
Jaffetilchin Investment Partners
Florida
$1.43M +$49.9K +230 +4%
FTI
1628
Fiduciary Trust International
Massachusetts
$1.43M -$107K -494 -7%
DPIM
1629
Duff & Phelps Investment Management
Illinois
$1.43M
KA
1630
Kovack Advisors
Florida
$1.42M -$20K -92 -1%
BCA
1631
Berman Capital Advisors
Georgia
$1.42M +$3.48K +16 +0.3%
AIP
1632
Ahrens Investment Partners
Louisiana
$1.42M +$90.1K +415 +7%
GI
1633
GS Investments
Minnesota
$1.42M +$434 +2 +0%
HI
1634
Hudock Inc
Pennsylvania
$1.42M +$43.9K +202 +3%
AIM
1635
Avity Investment Management
Connecticut
$1.41M -$38K -175 -3%
PCMC
1636
Private Capital Management (Colorado)
Colorado
$1.41M
ATPW
1637
Ashton Thomas Private Wealth
Arizona
$1.41M +$330K +1,519 +32%
ECM
1638
Estabrook Capital Management
New York
$1.41M -$43.4K -200 -3%
IDA
1639
Intelligence Driven Advisers
California
$1.41M -$27.1K -125 -2%
CCM
1640
Campbell Capital Management
Florida
$1.41M -$28.2K -130 -2%
DCM
1641
Donaldson Capital Management
Indiana
$1.41M +$1.35M +6,208 New
JIM
1642
Jupiter Investment Management
United Kingdom
$1.4M -$12.1M -55,678 -90%
EDRIA
1643
Edmonds Duncan Registered Investment Advisors
Kansas
$1.4M
MECA
1644
Miller Equity Capital Advisors
Texas
$1.4M +$1.35M +6,200 New
NA
1645
Nottingham Advisors
New York
$1.4M
PCG
1646
Private Capital Group
Connecticut
$1.4M -$4.34M -20,003 -76%
CAC
1647
Certified Advisory Corp
Florida
$1.39M -$93.6K -431 -7%
FCA
1648
FLC Capital Advisors
California
$1.39M -$17.2K -79 -1%
DI
1649
Dalton Investments
Nevada
$1.39M
SCM
1650
Spreng Capital Management
Ohio
$1.39M +$1.33M +6,141 New

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.