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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
LF
1876
Lantz Financial
Illinois
$907K -$17.6K -81 -2%
SWRP
1877
Summit Wealth & Retirement Planning
California
$906K -$269K -1,238 -24%
FFBTD
1878
First Financial Bank - Trust Division
Ohio
$906K -$45K -207 -5%
NWP
1879
Northstar Wealth Partners
Connecticut
$906K -$6.08K -28 -0.7%
MAWCM
1880
Mine & Arao Wealth Creation & Management
California
$899K +$862K +3,971 New
Vanguard Capital Wealth Advisors
1881
Vanguard Capital Wealth Advisors
Colorado
$891K
TAM
1882
Townsend Asset Management
North Carolina
$891K +$854K +3,933 New
SHJ
1883
Sharkey, Howes & Javer
Colorado
$890K +$434 +2 +0.1%
IP
1884
Investment Partners
Ohio
$886K
PCM
1885
Pennsylvania Capital Management
Pennsylvania
$883K +$847K +3,899 New
BA
1886
Bard Associates
Illinois
$880K
FC
1887
Financial Consulate
Maryland
$880K +$13K +60 +2%
DCM
1888
Dimension Capital Management
Florida
$879K -$71K -327 -8%
HFA
1889
Hoover Financial Advisors
Pennsylvania
$879K +$34.7K +160 +4%
BT
1890
Brandywine Trust
Delaware
$878K
SWA
1891
Sutton Wealth Advisors
Florida
$877K
RZH
1892
Relyea Zuckerberg Hanson
Connecticut
$874K +$838K +3,857 New
CIG
1893
Cairn Investment Group
Washington
$872K +$837K +3,854 New
SAM
1894
Stansberry Asset Management
Texas
$871K +$410K +1,886 +96%
NSAM
1895
North Star Asset Management
Wisconsin
$870K +$5.21K +24 +0.6%
SIM
1896
SSI Investment Management
California
$867K -$9.34K -43 -1%
HR
1897
Hardy Reed
Mississippi
$865K +$90.8K +418 +12%
LCP
1898
Legacy Capital Partners
Wisconsin
$864K -$41.3K -190 -5%
AWM
1899
AllSquare Wealth Management
New York
$861K -$43.4K -200 -5%
BIA
1900
Biondo Investment Advisors
Pennsylvania
$861K

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.