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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
SIAS
1901
Shine Investment Advisory Services
Colorado
$858K -$55.6K -256 -6%
CCM
1902
Carlson Capital Management
Minnesota
$857K -$21.9K -101 -3%
CCFM
1903
Clear Creek Financial Management
Washington
$856K +$233K +1,071 +39%
PCFFS
1904
Pacific Center for Financial Services
California
$855K -$171K -789 -17%
GPFA
1905
Game Plan Financial Advisors
Ohio
$854K +$819K +3,771 New
LCM
1906
Logan Capital Management
Pennsylvania
$853K
MFP
1907
Meridian Financial Partners
Virginia
$850K +$17.2K +79 +2%
B
1908
Bridgeworth
Alabama
$848K -$76K -350 -9%
FNBOH
1909
First National Bank of Hutchinson
Kansas
$845K +$60.4K +278 +8%
BAAM
1910
Baker Avenue Asset Management
California
$844K -$335K -1,542 -29%
ACM
1911
Armbruster Capital Management
New York
$844K -$45K -207 -5%
FNBOSM
1912
First National Bank of South Miami
Florida
$840K -$558K -2,570 -41%
SCA
1913
Stonebridge Capital Advisors
Minnesota
$837K -$62.8K -289 -7%
MS
1914
Madden Securities
Texas
$836K +$803K +3,696 New
CCM
1915
Chilton Capital Management
Texas
$830K -$76K -350 -9%
RGIA
1916
Rainier Group Investment Advisory
Washington
$829K -$29.8K -137 -4%
JGUA
1917
John G. Ullman & Associates
New York
$827K
PWAP
1918
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$825K +$1.74K +8 +0.2%
WAOTB
1919
Wealth Advisors of Tampa Bay
Florida
$822K
SWM
1920
SeaCrest Wealth Management
New York
$822K +$120K +551 +18%
PWM
1921
PBMares Wealth Management
Virginia
$819K +$786K +3,618 New
KA
1922
KLCM Advisors
Wisconsin
$815K -$46.7K -215 -6%
WA
1923
Waverly Advisors
Alabama
$815K -$9.34K -43 -1%
VFPI
1924
Vantage Financial Partners (Illinois)
Illinois
$815K +$141K +650 +22%
SGK
1925
Steigerwald Gordon & Koch
Virginia
$812K -$11.9K -55 -2%

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.