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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
BIA
2251
BHK Investment Advisors
Alabama
$421K -$91.6K -422 -18%
ATWA
2252
Arbor Trust Wealth Advisors
Michigan
$421K +$403K +1,857 New
SW
2253
SkyOak Wealth
Michigan
$421K +$404K +1,859 New
ACWM
2254
Adams Chetwood Wealth Management
North Carolina
$419K +$402K +1,849 New
KLWA
2255
Kelly Lawrence W & Associates
California
$418K
AA
2256
Advisory Alpha
Michigan
$417K +$9.77K +45 +3%
MIM
2257
Marco Investment Management
Georgia
$416K -$86.9K -400 -18%
LSA
2258
L & S Advisors
California
$415K -$21.7K -100 -5%
RWA
2259
Redhawk Wealth Advisors
Minnesota
$415K
ACM
2260
AUA Capital Management
Pennsylvania
$413K
MC
2261
Miramar Capital
Illinois
$412K -$54.3K -250 -12%
PP
2262
Parplus Partners
New York
$410K +$393K +1,809 New
LFG
2263
Larson Financial Group
Missouri
$409K -$59.9K -276 -13%
BWA
2264
BDO Wealth Advisors
Florida
$406K -$197K -909 -34%
DLCIG
2265
D.L. Carlson Investment Group
New Hampshire
$403K -$26.1K -120 -6%
CAG
2266
Csenge Advisory Group
Florida
$403K +$11.1K +51 +3%
IWS
2267
Insight Wealth Strategies
California
$401K -$4.78K -22 -1%
BFIC
2268
Bedell Frazier Investment Counselling
California
$401K
VIA
2269
Vident Investment Advisory
Georgia
$400K +$16.5K +76 +4%
SMG
2270
Smart Money Group
Texas
$399K -$68.4K -315 -15%
DPI
2271
Diversified Portfolios Inc
Michigan
$399K -$9.99K -46 -3%
CCP
2272
Clarkston Capital Partners
Michigan
$399K
RFO
2273
RiverGlades Family Offices
Florida
$398K
AAS
2274
Annex Advisory Services
Wisconsin
$397K -$21.3K -98 -5%
PG
2275
Proffitt & Goodson
Tennessee
$397K +$38.2K +176 +11%

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.