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Berkshire Hathaway Class B

2,420 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 946 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

23% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.37B

7% more capital invested

Capital invested by funds: $184B → $196B (+$12B)

3% more funds holding in top 10

Funds holding in top 10: 451463 (+12)

4% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 946

0.38% more ownership

Funds ownership: 66.88%67.26% (+0.38%)

0% more funds holding

Funds holding: 2,4192,420 (+1)

Holders
2,420
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.56%
Holding in Top 10
463
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.66%
% of All Funds
10.06%
New
95
Increased
988
Reduced
946
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
Obermeyer Wealth Partners
Colorado
$31.6M +$24.4K +118 +0.1%
MIM
377
Manitou Investment Management
Ontario, Canada
$31.4M +$1.66M +8,000 +6%
FAM
378
Fenimore Asset Management
New York
$31.3M +$169K +815 +0.6%
JVBC
379
J.V. Bruni & Co
Colorado
$31M -$219K -1,059 -0.7%
TAM
380
Tocqueville Asset Management
New York
$30.8M -$6.7M -32,392 -18%
DWM
381
Destination Wealth Management
California
$30.5M +$404K +1,953 +1%
SCM
382
Stevens Capital Management
Pennsylvania
$30.2M -$1.75M -8,474 -6%
ACM
383
Aquamarine Capital Management
New York
$30M
BBI
384
Baxter Bros Inc
Connecticut
$29.9M -$91.5K -442 -0.3%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$29.9M +$3.96M +19,162 +16%
LI
386
Lafayette Investments
Maryland
$29.5M +$8.9K +43 +0%
SIM
387
Sentry Investment Management
Wisconsin
$29.4M +$318K +1,536 +1%
QAM
388
QCI Asset Management
New York
$29M +$551K +2,661 +2%
NFGCM
389
Norman Fields Gottscho Capital Management
New York
$29M +$22.8K +110 +0.1%
GJIC
390
Gamble Jones Investment Counsel
California
$29M -$108K -520 -0.4%
NCM
391
New Capital Management
Texas
$28.8M +$14.1M +68,293 +102%
BA
392
Bridgewater Associates
Connecticut
$28.7M +$20.2M +97,522 +261%
AMAL
393
Asset Management Advisors LLC
Oklahoma
$28.6M -$123K -596 -0.4%
NB
394
Norinchukin Bank
Japan
$28.5M -$4.13M -19,943 -13%
DC
395
Defender Capital
North Carolina
$28.4M +$112K +540 +0.4%
AII
396
AGF Investments Inc
Ontario, Canada
$28.3M
AMCA
397
Arthur M. Cohen & Associates
Illinois
$28.3M +$289K +1,395 +1%
MCIM
398
Meadow Creek Investment Management
Georgia
$28.1M +$3.53M +17,072 +15%
FNBOO
399
First National Bank of Omaha
Nebraska
$28M +$148K +715 +0.5%
LIC
400
Lodestar Investment Counsel
Illinois
$28M +$89.8K +434 +0.3%

BRK.B Hedge Fund Activity: Q2 2019 in Review

2,420 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2019, worth a combined $196B — up 6.6% from $184B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRK.B positions and 69 closed out — a net gain of 26 holders — while 988 added to existing stakes and 946 trimmed.

The largest buyer was Nuveen, adding an estimated $2.01B. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,420 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2019, up from 2,419 in Q1 2019.
  • Funds reported $196B of Berkshire Hathaway Class B stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 95 funds opened new Berkshire Hathaway Class B positions in Q2 2019 and 69 closed out, a net change of +26 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2019 was Nuveen, an estimated $2.01B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q2 2019.