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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$1.09B -$590K -2,850 -0.1%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$1.09B -$11.5M -55,755 -1%
Capital International Investors
28
Capital International Investors
California
$1.06B +$497M +2,399,668 +94%
Invesco
29
Invesco
Georgia
$1.04B +$446M +2,154,337 +79%
MAM
30
Magellan Asset Management
Australia
$1.02B +$25.5M +123,359 +3%
PPA
31
Parametric Portfolio Associates
Washington
$993M +$31.4M +151,638 +3%
UBS AM
32
UBS AM
Illinois
$907M -$45.9M -221,732 -5%
Deutsche Bank
33
Deutsche Bank
Germany
$884M +$9.8M +47,362 +1%
Principal Financial Group
34
Principal Financial Group
Iowa
$875M +$4.3M +20,781 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$798M +$111M +534,800 +17%
Creative Planning
36
Creative Planning
Kansas
$771M +$20.3M +98,073 +3%
BBHC
37
Brown Brothers Harriman & Co
New York
$755M -$14.2M -68,483 -2%
PSCM
38
Pershing Square Capital Management
New York
$749M +$727M +3,512,997 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$740M +$5.93M +28,636 +0.8%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$735M -$62.8M -303,413 -8%
UBS Group
41
UBS Group
Switzerland
$731M -$37.9M -183,168 -5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$720M -$15.4M -74,557 -2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$709M +$402M +1,942,444 +140%
Barclays
44
Barclays
United Kingdom
$673M +$48.9M +236,330 +8%
Prudential Financial
45
Prudential Financial
New Jersey
$650M +$19M +91,645 +3%
FMI
46
Fiduciary Management Inc
Wisconsin
$638M -$15.3M -74,065 -2%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$613M -$25.6M -123,897 -4%
Capital Research Global Investors
48
Capital Research Global Investors
California
$613M -$1.31B -6,344,929 -69%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$569M +$31M +149,624 +6%
Fidelity International
50
Fidelity International
Bermuda
$546M -$18.6M -89,953 -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.