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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
SGI
1851
Summit Global Investments
Utah
$956K +$52.8K +243 +6%
CCP
1852
Cardan Capital Partners
Colorado
$953K
WP
1853
WealthShield Partners
North Carolina
$953K +$43.4K +200 +5%
1WA
1854
180 Wealth Advisors
Washington
$948K +$3.69K +17 +0.4%
BHA
1855
Beech Hill Advisors
New York
$946K
CPO
1856
Cerity Partners OCIO
New York
$946K +$4.78K +22 +0.5%
TAM
1857
Tradition Asset Management
Virginia
$945K -$27.1K -125 -3%
AP
1858
Atwood & Palmer
Missouri
$943K
SCM
1859
Southport Capital Management
Tennessee
$941K +$349K +1,607 +63%
GAM
1860
Gemmer Asset Management
California
$940K -$217 -1 -0%
AIM
1861
Acropolis Investment Management
Missouri
$940K +$38K +175 +4%
HWA
1862
Heartwood Wealth Advisors
Virginia
$934K +$895K +4,122 New
CNB
1863
Camden National Bank
Maine
$930K +$62.1K +286 +7%
CNBT
1864
Cornerstone National Bank & Trust
Illinois
$929K +$891K +4,103 New
RWA
1865
River Wealth Advisors
Pennsylvania
$923K -$26.3K -121 -3%
PCIA
1866
Prime Capital Investment Advisors
Kansas
$920K +$12.8K +59 +1%
ACP
1867
Arcus Capital Partners
Georgia
$919K +$135K +620 +18%
TVWM
1868
Tower View Wealth Management
Wisconsin
$918K -$25.8K -119 -3%
FSA
1869
Fort Sheridan Advisors
Illinois
$916K +$36.3K +167 +4%
JSL
1870
JT Stratford LLC
Georgia
$915K -$39.1K -180 -4%
GC
1871
GFG Capital
Florida
$915K +$877K +4,038 New
CAM
1872
Crestone Asset Management
Colorado
$914K
CC
1873
Cedar Capital
Illinois
$911K +$71.9K +331 +9%
NPT
1874
Nixon Peabody Trust
Massachusetts
$910K
GHA
1875
GW Henssler & Associates
Georgia
$909K -$65.8K -303 -7%

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.