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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
TNB
501
Thomasville National Bank
Georgia
$19.4M +$454K +2,192 +2%
SSWM
502
Smith Salley Wealth Management
North Carolina
$19.3M +$465K +2,245 +3%
SC
503
Steginsky Capital
New York
$19.3M -$9.93K -48 -0.1%
TSW
504
Thompson Siegel & Walmsley
Virginia
$19.3M -$828K -4,001 -4%
KRS
505
Kentucky Retirement Systems
Kentucky
$19.2M +$1.08M +5,227 +6%
GIA
506
Granite Investment Advisors
New Hampshire
$19.2M -$252K -1,219 -1%
Fisher Asset Management
507
Fisher Asset Management
Washington
$19.2M -$15M -72,400 -45%
SAM
508
Silvercrest Asset Management
New York
$19.1M +$101K +486 +0.5%
MCM
509
McKinley Capital Management
Alaska
$19M +$2.78M +13,413 +18%
DP
510
DDD Partners
Washington
$19M +$2.47M +11,919 +15%
BFA
511
Beaumont Financial Advisors
Massachusetts
$18.7M +$800K +3,868 +5%
GT
512
Greenleaf Trust
Michigan
$18.6M +$1.41M +6,826 +8%
BB
513
Busey Bank
Illinois
$18.6M -$1.55M -7,498 -8%
VFA
514
Voya Financial Advisors
Connecticut
$18.6M -$207K -998 -1%
CFA
515
Carroll Financial Associates
North Carolina
$18.5M +$3.47M +16,770 +24%
RIM
516
Redpoint Investment Management
Australia
$18.4M -$131K -635 -0.7%
AL
517
Aspiriant LLC
California
$18.4M -$204K -987 -1%
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$18.3M -$726K -3,511 -4%
YIA
519
YHB Investment Advisors
Connecticut
$18.2M -$1.37M -6,632 -7%
FCI
520
Financial Counselors Inc
Kansas
$18.2M +$4.55M +22,010 +35%
ECM
521
Elgethun Capital Management
South Dakota
$18.1M +$790K +3,817 +5%
BAM
522
Barrett Asset Management
New York
$18M +$202K +977 +1%
AIM
523
AMI Investment Management
Indiana
$18M +$65.8K +318 +0.4%
HA
524
Heartland Advisors
Wisconsin
$18M -$128K -620 -0.7%
JIC
525
Johnson Investment Counsel
Ohio
$17.9M +$95.8K +463 +0.6%

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.