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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
AWM
2076
Aevitas Wealth Management
Massachusetts
$612K +$8.69K +40 +2%
PCA
2077
Providence Capital Advisors
North Carolina
$612K +$65.2K +300 +12%
LBD
2078
Landsberg Bennett & Dubbaneh
Florida
$611K -$38.2K -176 -6%
PPCM
2079
Pillar Pacific Capital Management
California
$610K
FCFC
2080
First Commonwealth Financial Corp
Pennsylvania
$610K +$69.5K +320 +13%
DP
2081
Dearborn Partners
Illinois
$608K +$23.5K +108 +4%
DSN
2082
D. Scott Neal
Kentucky
$607K +$582K +2,680 New
I
2083
IberiaBank
Louisiana
$606K -$16.9K -78 -3%
PWMG
2084
Prestige Wealth Management Group
New Jersey
$606K
GBT
2085
Grove Bank & Trust
Florida
$605K
HIIFS
2086
Harel Insurance Investments & Financial Services
Israel
$605K +$265K +1,222 +84%
EFL
2087
ERn Financial LLC
Wisconsin
$605K +$326K +1,500 +128%
FUBT
2088
First United Bank & Trust
Maryland
$603K
OAMG
2089
Odey Asset Management Group
United Kingdom
$603K +$252K +1,162 +77%
OLA
2090
Oliver Luxxe Assets
New Jersey
$602K -$3.26K -15 -0.6%
CHJWM
2091
Carlton Hofferkamp & Jenks Wealth Management
Texas
$602K
CYG
2092
Clean Yield Group
Vermont
$602K +$43.4K +200 +8%
WMC
2093
Westwood Management Corporation
Illinois
$600K
GG
2094
Gleason Group
Kentucky
$598K +$574K +2,642 New
HWA
2095
HHM Wealth Advisors
Tennessee
$596K +$94.5K +435 +20%
TCWM
2096
Total Clarity Wealth Management
Illinois
$596K +$572K +2,633 New
SFWC
2097
Strategic Family Wealth Counselors
New Jersey
$595K
MCWS
2098
McKinley Carter Wealth Services
West Virginia
$593K -$76.2K -351 -12%
WLIM
2099
White Lighthouse Investment Management
Massachusetts
$589K -$227K -1,046 -29%
HC
2100
Hamilton Capital
Ohio
$588K -$10.9K -50 -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.