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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
HP
1701
Holowesko Partners
Bahamas
$1.25M
HRC
1702
Hoertkorn Richard Charles
$1.25M +$6.3K +29 +0.5%
APG
1703
Abacus Planning Group
South Carolina
$1.25M -$23.9K -110 -2%
BAM
1704
Baldrige Asset Management
Pennsylvania
$1.25M
SPC
1705
Stewart & Patten Company
California
$1.25M +$19.8K +91 +2%
CMI
1706
Clare Market Investments
Texas
$1.24M +$671K +3,090 +129%
CNBT
1707
Canandaigua National Bank & Trust
New York
$1.24M -$21.3K -98 -2%
BFO
1708
Biltmore Family Office
North Carolina
$1.24M +$132K +610 +13%
RWM
1709
Raffa Wealth Management
District of Columbia
$1.24M +$185K +850 +18%
MA
1710
MCF Advisors
Kentucky
$1.23M -$130K -600 -10%
SB
1711
Strategic Blueprint
Georgia
$1.23M +$88K +405 +8%
NWA
1712
New World Advisors
Massachusetts
$1.23M +$10.9K +50 +0.9%
AFG
1713
Arkansas Financial Group
Arkansas
$1.22M
GA
1714
Greytown Advisors
Florida
$1.22M
AMG
1715
Asset Management Group
Connecticut
$1.22M
Walleye Capital
1716
Walleye Capital
New York
$1.22M +$1.17M +5,396 New
FPFS
1717
First Personal Financial Services
North Carolina
$1.22M -$81.4K -375 -7%
OIA
1718
Optimum Investment Advisors
Illinois
$1.22M -$9.77K -45 -0.8%
SIC
1719
SFE Investment Counsel
California
$1.22M
CII
1720
Capital International Inc
California
$1.22M
TPWA
1721
TRUE Private Wealth Advisors
Oregon
$1.21M -$4.34K -20 -0.4%
CONA
1722
Capital One National Association
New York
$1.21M +$1.16M +5,360 New
I2I
1723
Insight 2811 Inc
Illinois
$1.21M +$160K +737 +16%
MWNA
1724
Marshall Wace North America
New York
$1.2M -$72.4M -333,493 -98%
MCM
1725
Maple Capital Management
Vermont
$1.2M -$74.9K -345 -6%

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.