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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
FNBTCON
2226
First National Bank & Trust Co of Newtown
Pennsylvania
$453K
BCA
2227
Biltmore Capital Advisors
New Jersey
$450K -$28.4K -131 -6%
AIA
2228
Allied Investment Advisors
Montana
$450K -$5.21K -24 -1%
CWM
2229
Cahaba Wealth Management
Georgia
$447K -$1.3K -6 -0.3%
TA
2230
Trellis Advisors
Washington
$447K +$4.78K +22 +1%
FTC
2231
Farmers Trust Company
Ohio
$446K -$5.43K -25 -1%
MGAM
2232
McGowan Group Asset Management
Texas
$445K -$2.39K -11 -0.6%
C
2233
Cerebellum
California
$445K
UBV
2234
United Bank (Virginia)
Virginia
$445K
ST
2235
Sageworth Trust
Pennsylvania
$441K +$126K +582 +43%
AFAS
2236
Acorn Financial Advisory Services
Virginia
$439K +$420K +1,935 New
AFS
2237
Access Financial Services
Minnesota
$437K -$37.8K -174 -8%
BDF
2238
Black Diamond Financial
Maryland
$437K +$35.4K +163 +9%
AM
2239
Atwater Malick
Pennsylvania
$435K
PPW
2240
Pasadena Private Wealth
California
$434K
HFS
2241
HBC Financial Services
Washington
$433K +$416K +1,915 New
AIP
2242
Almanack Investment Partners
Pennsylvania
$432K -$70.4K -324 -15%
NCM
2243
Northwest Capital Management
Oregon
$429K
JCM
2244
Jag Capital Management
Missouri
$427K -$21.7K -100 -5%
FPA
2245
First Pacific Advisors
California
$427K
AIA
2246
Alera Investment Advisors
Illinois
$426K -$238K -1,097 -37%
PIA
2247
Powell Investment Advisors
Florida
$426K +$408K +1,881 New
AIFAIM
2248
American Institute for Advanced Investment Management
Arizona
$425K +$407K +1,876 New
SIC
2249
Shoker Investment Counsel
Ohio
$424K
IC
2250
Inscription Capital
Texas
$422K +$98.4K +453 +32%

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.