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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
BWM
1926
BCS Wealth Management
Tennessee
$812K +$778K +3,583 New
LWA
1927
Lineweaver Wealth Advisors
Ohio
$812K +$779K +3,589 New
TFF
1928
The Family Firm
Maryland
$811K -$308K -1,417 -28%
LRIA
1929
Leonard Rickey Investment Advisors
Washington
$810K -$31.3K -144 -4%
PHIMC
1930
Private Harbour Investment Management & Counsel
Ohio
$810K +$4.34K +20 +0.6%
BAMG
1931
Brand Asset Management Group
Missouri
$806K -$141K -650 -15%
CC
1932
Cornerstone Capital
California
$805K -$16.3K -75 -2%
GC
1933
Gibson Capital
Pennsylvania
$805K
GGI
1934
Godsey & Gibb Inc
Virginia
$804K -$8.04K -37 -1%
Aristotle Capital Management
1935
Aristotle Capital Management
California
$804K
BI
1936
Ballast Inc
Kentucky
$803K -$18.7K -86 -2%
SEEDPG
1937
S.E.E.D. Planning Group
New York
$801K +$768K +3,538 New
HFA
1938
Huber Financial Advisors
Illinois
$800K
SG
1939
Strid Group
Pennsylvania
$800K
WIA
1940
World Investment Advisors
California
$800K +$8.69K +40 +1%
PPW
1941
Parcion Private Wealth
Washington
$799K +$766K +3,529 New
PWAG
1942
Polaris Wealth Advisory Group
California
$795K -$9.56K -44 -1%
FNFDCM
1943
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$795K
PIM
1944
Provident Investment Management
Michigan
$795K +$23.2K +107 +3%
GSBTD
1945
Glenview State Bank Trust Department
Illinois
$790K
LPIC
1946
LeJeune Puetz Investment Counsel
Michigan
$790K
FMTC
1947
Farmers & Merchants Trust Company
California
$789K -$71.4K -329 -9%
VC
1948
Veracity Capital
Georgia
$787K +$755K +3,476 New
BCM
1949
Boltwood Capital Management
California
$786K
WSC
1950
Wellington Shields & Co
New York
$786K +$754K +3,471 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.