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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
NB
1726
Northwest Bancshares
Pennsylvania
$1.2M
CIP
1727
Convergence Investment Partners
Florida
$1.2M -$6.95K -32 -0.6%
NL
1728
NVWM LLC
Pennsylvania
$1.2M -$13.7K -63 -1%
LP
1729
LGL Partners
Pennsylvania
$1.2M +$13.7K +63 +1%
CFD
1730
Creative Financial Designs
Indiana
$1.19M -$154K -707 -12%
MCA
1731
Magnolia Capital Advisors
Mississippi
$1.19M +$1.14M +5,256 New
CFA
1732
Capstone Financial Advisors
Illinois
$1.19M +$5K +23 +0.4%
JAFL
1733
Jay A. Fishman Ltd
Michigan
$1.19M -$2.17K -10 -0.2%
IFWM
1734
Institute for Wealth Management
Colorado
$1.19M +$38.9K +179 +4%
PO
1735
Private Ocean
California
$1.19M +$309K +1,423 +37%
SIA
1736
Soltis Investment Advisors
Utah
$1.19M +$1.14M +5,245 New
OPCM
1737
Osborne Partners Capital Management
California
$1.19M +$111K +512 +11%
HZ
1738
Hixon Zuercher
Ohio
$1.19M +$1.14M +5,242 New
BWM
1739
Bernicke Wealth Management
Wisconsin
$1.19M +$42.1K +194 +4%
JA
1740
JOYN Advisors
Georgia
$1.19M +$115K +531 +11%
AFC
1741
AFT Forsyth & Company
Florida
$1.18M +$22.8K +105 +2%
NB
1742
Nicolet Bankshares
Wisconsin
$1.18M
MFW
1743
Meristem Family Wealth
Minnesota
$1.18M +$5.43K +25 +0.5%
VR
1744
Viridian RIA
Washington
$1.18M -$32.6K -150 -3%
MLFP
1745
MPS Loria Financial Planners
Illinois
$1.18M
EWM
1746
Elmwood Wealth Management
California
$1.17M -$40.8K -188 -4%
AB
1747
Atlas Brown
Kentucky
$1.16M -$263K -1,210 -19%
JLBC
1748
J.L. Bainbridge & Co
Florida
$1.16M -$20.8K -96 -2%
SSA
1749
Schonfeld Strategic Advisors
New York
$1.16M -$1.43M -6,600 -56%
PA
1750
Procyon Advisors
Connecticut
$1.15M +$1.11M +5,090 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.