We are live on ! Find out more
BRK.B icon

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
MCI
426
McDonald Capital Investors
California
$24.9M +$24.2M +116,844 New
MLL
427
Moody Lynn & Lieberson
Massachusetts
$24.8M -$3.36M -16,220 -12%
Millennium Management
428
Millennium Management
New York
$24.8M +$23.6M +114,126 +4,811%
CIM
429
Courant Investment Management
Tennessee
$24.8M -$47.8K -231 -0.2%
DOA
430
D'Orazio & Associates
Virginia
$24.7M -$657K -3,174 -3%
Fayez Sarofim & Co
431
Fayez Sarofim & Co
Texas
$24.6M +$7.48M +36,145 +46%
WI
432
Wintrust Investments
Illinois
$24.5M +$2.35M +11,347 +11%
AC
433
Avenir Corporation
Virginia
$24.3M -$302K -1,459 -1%
COPPSERS
434
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.3M +$16.3K +79 +0.1%
RC
435
RegentAtlantic Capital
New Jersey
$24.2M -$1.53M -7,393 -6%
GG
436
Gofen & Glossberg
Illinois
$24.1M +$36.6K +177 +0.2%
RFC
437
Regions Financial Corp
Alabama
$24M -$343K -1,658 -1%
AT
438
AMF Tjänstepension
Sweden
$24M -$63.5K -307 -0.3%
WorldQuant Millennium Advisors
439
WorldQuant Millennium Advisors
New York
$23.6M +$3.74M +18,093 +20%
HKAM
440
Horizon Kinetics Asset Management
New York
$23.5M -$872K -4,214 -4%
TAF
441
Tredje AP-fonden
Sweden
$23.5M +$2.26M +10,923 +11%
RIG
442
Roosevelt Investment Group
New York
$23.4M -$7.86M -37,962 -26%
CK
443
Cohen Klingenstein
New York
$23.3M -$35.5M -171,768 -61%
Lazard Asset Management
444
Lazard Asset Management
New York
$23.1M -$5.95M -28,776 -21%
PC
445
Pecaut & Co
Iowa
$23.1M -$527K -2,545 -2%
HI
446
Hendershot Investments
Virginia
$23.1M +$1.15M +5,580 +5%
CANC
447
Culbertson A N & Co
Virginia
$23.1M +$204K +986 +0.9%
JWA
448
JFS Wealth Advisors
Pennsylvania
$22.8M -$1.72M -8,314 -7%
RCM
449
Riverhead Capital Management
Delaware
$22.8M +$9.2M +44,483 +71%
ACM
450
Alta Capital Management
Utah
$22.8M -$16.9M -81,573 -43%

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.