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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
S
1801
Seeyond
France
$1.04M -$83.2K -383 -8%
BAM
1802
Brave Asset Management
New Jersey
$1.03M -$47.6K -219 -5%
WI
1803
Wedgewood Investors
Pennsylvania
$1.03M
WAS
1804
WESPAC Advisors SoCal
California
$1.03M +$49.1K +226 +5%
Edgewood Management
1805
Edgewood Management
Connecticut
$1.03M -$10.9K -50 -1%
DAM
1806
Doheny Asset Management
California
$1.03M -$32.6K -150 -3%
FLI
1807
Family Legacy Inc
South Carolina
$1.03M -$21.3K -98 -2%
CRIG
1808
Charter Research & Investment Group
Connecticut
$1.03M +$59.7K +275 +6%
SCA
1809
Sage Capital Advisors
South Dakota
$1.02M -$99K -456 -9%
GIA
1810
Gladstone Institutional Advisory
Florida
$1.02M -$21.7K -100 -2%
GSC
1811
G&S Capital
Colorado
$1.02M
TI
1812
Truepoint Inc
Ohio
$1.02M +$25K +115 +3%
GI
1813
Glovista Investments
New Jersey
$1.02M -$21.7K -100 -2%
RW
1814
RVW Wealth
California
$1.02M +$17.4K +80 +2%
HA
1815
HYA Advisors
Missouri
$1.02M +$975K +4,490 New
WIS
1816
Wright Investors Service
Connecticut
$1.02M -$9.56K -44 -1%
LC
1817
LCNB Corp
Ohio
$1.01M -$16.3K -75 -2%
Kayne Anderson Rudnick Investment Management
1818
Kayne Anderson Rudnick Investment Management
California
$1.01M +$22.8K +105 +2%
GCP
1819
GSA Capital Partners
United Kingdom
$1.01M +$413K +1,900 +75%
MGWM
1820
Marks Group Wealth Management
Minnesota
$1.01M +$966K +4,447 New
DWM
1821
Dakota Wealth Management
Florida
$1.01M -$46K -212 -5%
JGIA
1822
Jackson Grant Investment Advisers
Connecticut
$1.01M -$35.6K -164 -4%
OC
1823
Oakworth Capital
Alabama
$1M +$210K +968 +28%
PCMK
1824
Paragon Capital Management (Kansas)
Kansas
$1M +$23.5K +108 +2%
TMAM
1825
Tokio Marine Asset Management
Japan
$998K +$84.5K +389 +10%

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.