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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
MML Investors Services
401
MML Investors Services
Massachusetts
$28M +$328K +1,586 +1%
SAM
402
Shell Asset Management
Netherlands
$27.8M -$1.09M -5,253 -4%
NAM
403
Nissay Asset Management
Japan
$27.8M -$1.56M -7,532 -5%
DCM
404
Dupont Capital Management
Delaware
$27.5M -$2.77M -13,373 -9%
SRC
405
Shufro Rose & Co
New York
$27.4M -$93.5K -452 -0.3%
SFM
406
Stack Financial Management
Montana
$27.4M -$690K -3,337 -3%
WPIC
407
White Pine Investment Company
Michigan
$27.1M +$535K +2,586 +2%
PSUF
408
People's United Financial
Connecticut
$27.1M -$3.74M -18,089 -12%
ABC
409
Associated Banc-Corp
Wisconsin
$27.1M +$428K +2,069 +2%
BPB
410
Badgley, Phelps & Bell
Washington
$26.8M +$622K +3,008 +2%
RHBC
411
R.H. Bluestein & Co
Michigan
$26.7M +$3.5M +16,929 +16%
ACA
412
Anchor Capital Advisors
Massachusetts
$26.6M -$492K -2,379 -2%
SIM
413
Sprucegrove Investment Management
Ontario, Canada
$26.6M -$2.86M -13,800 -10%
YAM
414
Yacktman Asset Management
Texas
$26.3M +$582K +2,815 +2%
HIC
415
Harvey Investment Company
Kentucky
$26.3M +$225K +1,085 +0.9%
CPIG
416
Chicago Partners Investment Group
Illinois
$26.3M -$3.59M -17,344 -12%
AC
417
Athanor Capital
New York
$26.2M -$1.25M -6,047 -5%
RCM
418
Rockshelter Capital Management
Pennsylvania
$26M -$1.21M -5,825 -5%
WAM
419
World Asset Management
Michigan
$25.9M -$305K -1,472 -1%
AC
420
Allstate Corporation
Illinois
$25.9M +$3.1K +15 +0%
VIMU
421
Veritas Investment Management (UK)
United Kingdom
$25.8M +$766K +3,701 +3%
CAN
422
Cetera Advisor Networks
California
$25.6M +$2.08M +10,060 +9%
NPA
423
Nichols & Pratt Advisers
Massachusetts
$25.4M -$173K -835 -0.7%
WT
424
Whittier Trust
California
$25.1M +$477K +2,306 +2%
CCM
425
Covington Capital Management
California
$25M +$195K +941 +0.8%

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.