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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
SCM
2151
Shapiro Capital Management
Georgia
$542K
HCM
2152
Hodges Capital Management
Texas
$542K
MAA
2153
Matrix Asset Advisors
New York
$540K +$434 +2 +0.1%
AWA
2154
Alaska Wealth Advisors
Alaska
$540K +$518K +2,383 New
WIP
2155
Wellesley Investment Partners
Massachusetts
$539K
DAM
2156
Diamant Asset Management
Connecticut
$538K
CWG
2157
Cornerstone Wealth Group
North Carolina
$538K +$516K +2,377 New
PAM
2158
Palisade Asset Management
Minnesota
$536K +$101K +464 +24%
ABP
2159
Arthur B. Page
$534K -$86.2K -397 -14%
VFP
2160
Verus Financial Partners
Virginia
$534K +$4.56K +21 +0.9%
SC
2161
SRB Corp
Massachusetts
$532K +$15.2K +70 +3%
FBT
2162
First Bank & Trust
South Dakota
$528K +$54.3K +250 +12%
BSPF
2163
British Steel Pension Fund
United Kingdom
$527K
CWM
2164
CCG Wealth Management
California
$526K +$33.9K +156 +7%
CSPIA
2165
Cary Street Partners Investment Advisory
Virginia
$524K +$177K +814 New
IC
2166
Intersect Capital
California
$523K -$123K -565 -20%
MC
2167
Matisse Capital
Oregon
$522K
BMA
2168
Brooks Moore & Associates
Tennessee
$516K +$278K +1,280 +128%
LFASL
2169
Lugano Financial Advisors SA (LFA)
Switzerland
$516K +$494K +2,276 New
KMWM
2170
Keudell/Morrison Wealth Management
Oregon
$512K +$6.51K +30 +1%
CRCM
2171
Corbett Road Capital Management
Virginia
$512K +$491K +2,260 New
NED
2172
Nancy E. Dempze
$511K -$6.3K -29 -1%
CST
2173
Charles Schwab Trust
Nevada
$510K +$91.6K +422 +23%
CA
2174
Continuum Advisory
Idaho
$508K +$66.9K +308 +16%
LCAM
2175
London & Capital Asset Management
United Kingdom
$507K

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.