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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
LJHT
1676
Laurie J. Hall Trustee
$1.32M +$19.5K +90 +2%
EP
1677
Edgestream Partners
New Jersey
$1.32M +$1.26M +5,816 New
SCM
1678
Schnieders Capital Management
California
$1.31M -$13.7K -63 -1%
KFS
1679
Kurt F. Somerville
$1.31M -$149K -687 -11%
GLI
1680
Guardian Life Insurance
New York
$1.3M +$4.78K +22 +0.4%
BSA
1681
Bull Street Advisors
Georgia
$1.3M +$19.5K +90 +2%
SIG
1682
Sargent Investment Group
Maryland
$1.3M +$73.8K +340 +6%
GCA
1683
Gradient Capital Advisors
California
$1.3M +$18.5K +85 +2%
PRWA
1684
Platte River Wealth Advisors
Colorado
$1.3M +$1.26M +5,782 New
BWA
1685
Burt Wealth Advisors
Maryland
$1.29M
B
1686
Bellecapital
Switzerland
$1.29M +$26.5K +122 +2%
P
1687
&Partners
Tennessee
$1.29M +$10.9K +50 +0.9%
IAS
1688
IMA Advisory Services
Colorado
$1.29M -$101K -465 -8%
LOAMS
1689
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M +$145K +669 +13%
AAM
1690
Ascension Asset Management
New York
$1.28M -$10.9K -50 -0.9%
GWM
1691
Greenwich Wealth Management
Connecticut
$1.28M -$1.74K -8 -0.1%
TP
1692
Truvvo Partners
New York
$1.27M -$315K -1,450 -21%
GFS
1693
GYL Financial Synergies
Connecticut
$1.27M -$610K -2,810 -33%
SWA
1694
Stratos Wealth Advisors
Ohio
$1.26M -$180K -830 -13%
CWM
1695
Confluence Wealth Management
Oregon
$1.26M -$166K -764 -12%
SWK
1696
Stephen W. Kidder
$1.26M -$5.43K -25 -0.4%
NGA
1697
Naples Global Advisors
Florida
$1.26M +$2.39K +11 +0.2%
REMPR
1698
Roof Eidam Maycock Peralta (REMP)
California
$1.26M
MCM
1699
Monarch Capital Management
Indiana
$1.26M +$217K +1,000 +22%
ACM
1700
AlphaCrest Capital Management
New York
$1.25M -$4.56K -21 -0.4%

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.