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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
MCM
2126
MV Capital Management
Maryland
$565K +$3.91K +18 +0.7%
PAG
2127
Pinnacle Advisory Group
Maryland
$564K -$28.4K -131 -5%
CAM
2128
Congress Asset Management
Massachusetts
$564K
NSB
2129
Norway Savings Bank
Maine
$564K
FP
2130
Financial Perspectives
Minnesota
$562K +$539K +2,482 New
LWA
2131
Lenox Wealth Advisors
New York
$561K +$9.99K +46 +2%
HFBOT
2132
Home Federal Bank of Tennessee
Tennessee
$560K
CCM
2133
Crabel Capital Management
California
$560K +$537K +2,471 New
CS
2134
Capital Square
Tennessee
$558K +$535K +2,465 New
VBFP
2135
Valtinson Bruner Financial Planning
Minnesota
$557K +$25.2K +116 +5%
SHGA
2136
Sand Hill Global Advisors
California
$557K +$123K +566 +30%
AP
2137
Adero Partners
California
$557K +$534K +2,460 New
CCM
2138
Crossvault Capital Management
Texas
$556K -$123K -565 -19%
APSI
2139
Asset Planning Services Inc
Louisiana
$555K
MAM
2140
Marquette Asset Management
Minnesota
$554K
KPWG
2141
KFA Private Wealth Group
Virginia
$554K +$532K +2,448 New
DDPIC
2142
Deroy & Devereaux Private Investment Counsel
Michigan
$553K -$38K -175 -7%
HP
2143
HT Partners
Connecticut
$552K +$7.82K +36 +1%
HIS
2144
Harvest Investment Services
Illinois
$552K +$257K +1,184 +94%
SC
2145
Solstein Capital
California
$552K +$530K +2,439 New
SWMG
2146
Strategic Wealth Management Group
Maryland
$549K +$7.6K +35 +1%
AW
2147
Avion Wealth
Texas
$547K -$10.9K -50 -2%
WPA
2148
West Paces Advisors
Georgia
$546K
TP
2149
Tranquility Partners
Tennessee
$546K
SMH
2150
Sanders Morris Harris
Texas
$544K -$1.84M -8,470 -78%

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.