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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
AC
2401
AlphaCore Capital
California
$288K +$276K +1,273 New
PFC
2402
Phocas Financial Corp
California
$287K -$276K -1,270 Closed
CCM
2403
Cohen Capital Management
California
$287K +$4.34K +20 +2%
JT
2404
Jump Trading
Illinois
$286K +$274K +1,263 New
HS
2405
Haafor (Singapore)
Singapore
$286K +$275K +1,264 New
PCA
2406
Peddock Capital Advisors
Massachusetts
$285K
CMA
2407
Cedar Mountain Advisors
Oregon
$285K +$273K +1,259 New
FGAM
2408
Financial Gravity Asset Management
Texas
$284K -$26.1K -120 -19%
IIM
2409
Ipswich Investment Management
Massachusetts
$283K
MAM
2410
Mastrapasqua Asset Management
Tennessee
$283K
DAC
2411
Dividend Assets Capital
South Carolina
$282K +$21.7K +100 +9%
RC
2412
RBF Capital
California
$281K
VFM
2413
Vivid Financial Management
California
$281K +$268K +1,234 New
FSWA
2414
Financial Synergies Wealth Advisors
Texas
$281K +$6.73K +31 +3%
SPI
2415
Santori & Peters Inc
Pennsylvania
$279K
HI
2416
Hoey Investments
Pennsylvania
$278K +$266K +1,226 New
BWM
2417
BT Wealth Management
Georgia
$278K +$266K +1,227 New
WPC
2418
White Pine Capital
Minnesota
$277K -$12.4K -57 -4%
CAGAS
2419
Capital Advisory Group Advisory Services
Minnesota
$277K +$227K +1,047 +609%
PS
2420
Portfolio Solutions
Michigan
$277K +$266K +1,225 New
SWAG
2421
Spectrum Wealth Advisory Group
California
$276K
ACM
2422
Ayrshire Capital Management
Connecticut
$276K +$265K +1,219 New
PFGIA
2423
Patriot Financial Group Insurance Agency
Massachusetts
$275K -$32.4K -149 -11%
CFA
2424
CWS Financial Advisors
Michigan
$275K +$264K +1,216 New
BCAM
2425
Boston Common Asset Management
Massachusetts
$274K +$43.4K +200 +20%

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.