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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
IVA
176
International Value Advisers
$114M -$14.2M -65,275 -11%
OAC
177
OMERS Administration Corp
Ontario, Canada
$114M -$107M -490,981 -49%
SRIM
178
Saratoga Research & Investment Management
California
$108M +$969K +4,463 +0.9%
RRAM
179
River Road Asset Management
Kentucky
$107M +$5.65M +25,998 +6%
VCM
180
Voleon Capital Management
California
$106M +$94.3M +434,000 +1,240%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$105M -$223K -1,025 -0.2%
Axa
182
Axa
France
$104M -$368K -1,694 -0.4%
MC
183
Metropolis Capital
United Kingdom
$104M +$14.7M +67,858 +17%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$103M +$254K +1,168 +0.3%
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$100M +$4.54M +20,917 +5%
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$99.9M +$171K +786 +0.2%
Calamos Advisors
187
Calamos Advisors
Illinois
$98.7M -$1.22M -5,621 -1%
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$97.9M +$12.2M +56,045 +15%
TAM
189
Timucuan Asset Management
Florida
$97.1M -$738K -3,396 -0.8%
UCFA
190
United Capital Financial Advisors
Texas
$97.1M +$5.71M +26,301 +7%
CB
191
Cooke & Bieler
Pennsylvania
$97M -$4.67M -21,524 -5%
MSL
192
Mackay Shields LLC
New York
$95.4M -$22.6M -104,025 -20%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$95.1M -$3.75M -17,257 -4%
VIM
194
Veritas Investment Management
United Kingdom
$94.9M +$2.76M +12,687 +3%
LDB
195
Lee, Danner & Bass
Tennessee
$94.7M -$19.6M -90,268 -18%
SBCM
196
Schwerin Boyle Capital Management
Massachusetts
$94.1M -$103K -475 -0.1%
RE
197
RBC Europe
United Kingdom
$93.8M +$8.66M +39,891 +11%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$92.9M -$11.9M -55,021 -12%
VanEck Associates
199
VanEck Associates
New York
$92.1M +$49.5M +228,061 +128%
Comerica Bank
200
Comerica Bank
Texas
$91.6M -$2.43M -11,189 -3%

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.