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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
2426
Arjuna Capital
North Carolina
$272K -$10.9K -50 -4%
BCP
2427
Blackhawk Capital Partners
Wisconsin
$272K
PCA
2428
Private Capital Advisors
Connecticut
$272K
RF
2429
RHS Financial
California
$272K +$21.7K +100 +9%
AP
2430
Americana Partners
Texas
$270K +$260K +1,195 New
SFP
2431
Shepherd Financial Partners
Massachusetts
$268K -$36.5K -168 -12%
CIA
2432
CCM Investment Advisers
South Carolina
$267K -$7.6K -35 -3%
WC
2433
Westhampton Capital
North Carolina
$266K +$4.34K +20 +2%
AW
2434
Alpha Windward
Massachusetts
$265K +$1.52K +7 +0.6%
AWMG
2435
Alliance Wealth Management Group
New Jersey
$264K +$253K +1,165 New
BFP
2436
Briaud Financial Planning
Texas
$264K +$253K +1,167 New
CCM
2437
Carderock Capital Management
Maryland
$263K
UF
2438
Univest Financial
Pennsylvania
$263K +$48.9K +225 +16%
IAMOG
2439
Investors Asset Management of Georgia
Georgia
$262K
AL
2440
Arnhold LLC
New York
$260K
CIS
2441
Connors Investor Services
Pennsylvania
$260K
OIS
2442
Okabena Investment Services
Minnesota
$260K +$249K +1,147 New
AWM
2443
Altus Wealth Management
Kentucky
$260K +$250K +1,150 New
FPIS
2444
Financial Planning & Information Services
Wisconsin
$259K
OCG
2445
Opus Capital Group
Ohio
$259K +$3.26K +15 +1%
ME
2446
McIlrath & Eck
Washington
$259K +$24.8K +114 +11%
RPA
2447
Rock Point Advisors
Vermont
$258K -$2.17K -10 -0.9%
HA
2448
Harborview Advisors
Maine
$258K
PA
2449
Parkside Advisors
California
$258K
OL
2450
Optas LLC
Texas
$258K +$247K +1,137 New

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.