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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
CPSC
2451
Carl P. Sherr & Co
Massachusetts
$257K +$246K +1,133 New
TCPWM
2452
Traverso Chambers Private Wealth Management
California
$255K -$44.5K -205 -15%
FM
2453
Foster & Motley
Ohio
$255K -$15K -69 -6%
AFM
2454
Abbot Financial Management
Massachusetts
$255K
PDM
2455
Penn Davis McFarland
Texas
$255K
GLR
2456
Great Lakes Retirement
Ohio
$255K +$246K +1,131 New
MCM
2457
Mattern Capital Management
Colorado
$253K +$242K +1,116 New
NCM
2458
Nelson Capital Management
California
$252K
VV
2459
Verity & Verity
South Carolina
$251K
AS
2460
Altshuler Shaham
Israel
$251K +$240K +1,106 New
BCP
2461
Blue Chip Partners
Michigan
$250K +$59.3K +273 +33%
WFMPM
2462
Woodley Farra Manion Portfolio Management
Indiana
$250K +$240K +1,105 New
SAM
2463
Silphium Asset Management
United Kingdom
$249K +$239K +1,100 New
CWA
2464
Carolina Wealth Advisors
South Carolina
$249K +$239K +1,100 New
WAM
2465
Weiss Asset Management
Massachusetts
$248K -$43.9K -202 -16%
HFP
2466
Holistic Financial Partners
Indiana
$248K +$237K +1,093 New
CF
2467
Copperwynd Financial
Arizona
$247K
CBT
2468
Central Bank & Trust
Kentucky
$246K +$20K +92 +9%
RBC
2469
Roble Belko & Company
Pennsylvania
$245K -$130K -600 -36%
ML
2470
McAdam LLC
Pennsylvania
$245K -$10.9K -50 -4%
State Farm Mutual Automobile Insurance
2471
State Farm Mutual Automobile Insurance
Illinois
$243K -$118K -545 -34%
EWM
2472
Executive Wealth Management
Michigan
$241K +$232K +1,066 New
FFW
2473
Fusion Family Wealth
New York
$240K
WQ
2474
Wealth Quarterback
New Jersey
$240K +$230K +1,059 New
APC
2475
Aspire Private Capital
North Carolina
$239K

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.