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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
GP
526
Greenline Partners
New York
$17.8M +$32.1K +155 +0.2%
Jones Financial Companies
527
Jones Financial Companies
Missouri
$17.7M +$614K +2,965 +4%
SWM
528
Segment Wealth Management
Texas
$17.4M +$3.03M +14,647 +22%
HCMT
529
Highland Capital Management (Tennessee)
Tennessee
$17.2M -$1.9M -9,163 -10%
HLCM
530
Hi-Line Capital Management
South Dakota
$17.1M +$20.1K +97 +0.1%
BWP
531
Baldwin Wealth Partners
Massachusetts
$17.1M -$629K -3,038 -4%
FBB
532
Fulton Breakefield Broenniman
Maryland
$17M +$1.5M +7,250 +10%
NCM
533
Novare Capital Management
North Carolina
$16.9M -$454K -2,193 -3%
GIA
534
Guyasuta Investment Advisors
Pennsylvania
$16.9M +$11.7M +56,523 +248%
IGGA
535
Iron Gate Global Advisors
Utah
$16.8M +$472K +2,282 +3%
VFA
536
Valeo Financial Advisors
Indiana
$16.8M +$311K +1,505 +2%
DWM
537
Doyle Wealth Management
Florida
$16.8M +$274K +1,325 +2%
SMDAM
538
Sumitomo Mitsui DS Asset Management
Japan
$16.6M -$22.1M -106,774 -58%
BSW
539
Buckingham Strategic Wealth
Missouri
$16.5M +$832K +4,019 +5%
DY
540
Dowling & Yahnke
California
$16.5M +$16M +77,230 New
SC
541
SouthState Corp
Florida
$16.2M -$1.91M -9,247 -11%
WTC
542
WhitTier Trust Company
Nevada
$16.2M -$293K -1,415 -2%
WF
543
Welch & Forbes
Massachusetts
$16M -$781K -3,772 -5%
NP
544
NS Partners
United Kingdom
$16M -$2.47M -11,950 -14%
S
545
SignatureFD
Georgia
$15.9M +$284K +1,372 +2%
ST
546
Spinnaker Trust
Maine
$15.9M +$89.6K +433 +0.6%
EDRH
547
Edmond de Rothschild Holding
Switzerland
$15.9M -$80.3K -388 -0.5%
Macquarie Group
548
Macquarie Group
Australia
$15.7M +$718K +3,469 +5%
NMIMC
549
Northwestern Mutual Investment Management Company
Wisconsin
$15.7M -$45.9M -221,984 -75%
TAM
550
Tiverton Asset Management
Delaware
$15.7M +$5.38M +25,978 +55%

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.