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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
KWM
2376
Keebeck Wealth Management
Illinois
$306K +$294K +1,353 New
SIC
2377
Samalin Investment Counsel
New York
$306K +$294K +1,355 New
FBC
2378
Fairfield, Bush & Co
Connecticut
$305K +$4.34K +20 +2%
MMM
2379
Mendel Money Management
Illinois
$304K -$6.08K -28 -2%
ACM
2380
AlphaStar Capital Management
North Carolina
$302K +$2.17K +10 +0.8%
FA
2381
Financial Advisors
Massachusetts
$301K
SBWM
2382
Sunflower Bank Wealth Management
Arizona
$300K -$22.6K -104 -7%
WCM
2383
Wealthcare Capital Management
Virginia
$300K +$64.7K +298 +29%
GHAM
2384
Gilman Hill Asset Management
Connecticut
$299K -$45.6K -210 -14%
FMP
2385
Financial Management Professionals
Texas
$299K
CWM
2386
Concentrum Wealth Management
California
$298K +$434 +2 +0.2%
BOM
2387
Bank of Marin
California
$297K +$285K +1,311 New
FFG
2388
Ford Financial Group
California
$296K +$42.3K +195 +17%
OPTFSNA
2389
Old Point Trust & Financial Services N A
Virginia
$295K
CCM
2390
Cutler Capital Management
Massachusetts
$294K +$109K +500 +63%
ACA
2391
Aptus Capital Advisors
Alabama
$293K -$1.23M -5,658 -81%
KM
2392
Kalos Management
Georgia
$293K -$13.9K -64 -5%
MWPCG
2393
Measured Wealth Private Client Group
New Hampshire
$293K -$10.9K -50 -4%
GA
2394
Gateway Advisory
New Jersey
$292K
DFG
2395
Demars Financial Group
Washington
$292K +$280K +1,290 New
AWM
2396
Apollon Wealth Management
South Carolina
$290K +$276K +1,270 New
CG
2397
Corundum Group
Colorado
$289K +$8.04K +37 +3%
RWRC
2398
R.W. Roge & Company
New York
$289K +$276K +1,271 New
AF
2399
AtlasMark Financial
Texas
$289K
IA
2400
IFG Advisors
Missouri
$288K

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.