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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
MAM
201
Madison Asset Management
Wisconsin
$90.9M +$87.2M +401,380 New
AG
202
Advisor Group
Arizona
$89.7M +$100K +462 +0.1%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$88.9M +$71.9K +331 +0.1%
SJIC
204
St. James Investment Company
Texas
$88.1M -$2.87M -13,234 -3%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$87.5M -$155K -713 -0.2%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$86.8M +$23.8M +109,703 +40%
ASRS
207
Arizona State Retirement System
Arizona
$86.6M -$1.31M -6,038 -2%
SCM
208
Smead Capital Management
Arizona
$86.6M +$1.19M +5,472 +1%
BAM
209
Burgundy Asset Management
Ontario, Canada
$83.3M -$1.58M -7,273 -2%
BCM
210
Bronte Capital Management
Australia
$82.1M +$3.02M +13,924 +4%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$81.5M -$7.98M -36,753 -9%
SDIC
212
South Dakota Investment Council
South Dakota
$80.4M -$12M -55,300 -13%
HP
213
Hosking Partners
United Kingdom
$80M -$2.95M -13,562 -4%
HHAA
214
Henry H. Armstrong Associates
Pennsylvania
$80M +$1.61M +7,392 +2%
SL
215
Summitry LLC
California
$79.8M -$179K -826 -0.2%
AC
216
Athanor Capital
New York
$79.5M +$29.2M +134,240 +62%
WCM
217
Wallace Capital Management
Texas
$79.4M -$3.61M -16,627 -5%
TPSF
218
Texas Permanent School Fund
Texas
$78.4M -$4.16M -19,140 -5%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$78M -$988K -4,550 -1%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$76.9M -$26.8M -123,599 -27%
PW
221
Price Wealth
Texas
$76.6M -$12.7M -58,441 -15%
SC
222
Scotia Capital
Ontario, Canada
$76.2M +$5.28M +24,306 +8%
WJWM
223
Williams Jones Wealth Management
New York
$75.5M +$638K +2,938 +0.9%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$75.1M +$2M +9,217 +3%
BIM
225
Bridges Investment Management
Nebraska
$75M +$1.58M +7,268 +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.