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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
GA
551
GFS Advisors
Texas
$15.6M +$3.87M +18,708 +34%
RC
552
RBO & Co
California
$15.6M +$33.5K +162 +0.2%
CA
553
Cetera Advisors
Colorado
$15.5M +$421K +2,033 +3%
WCM
554
Wedge Capital Management
North Carolina
$15.5M -$2.63M -12,730 -15%
SNB
555
Security National Bank
Nebraska
$15.3M +$265K +1,279 +2%
Nomura Holdings
556
Nomura Holdings
Japan
$15.2M +$13.8M +66,928 +1,639%
GLLW
557
Graves Light Lenhart Wealth
Virginia
$15.1M +$310K +1,496 +2%
CAM
558
Carret Asset Management
New York
$15.1M +$228K +1,100 +2%
KCM
559
Kanawha Capital Management
Virginia
$15.1M +$130K +628 +0.9%
TIP
560
Torray Investment Partners
Maryland
$15.1M -$33.9K -164 -0.2%
SIG
561
Schaller Investment Group
North Carolina
$15M -$1.21M -5,843 -8%
WWM
562
Western Wealth Management
Colorado
$15M +$23K +111 +0.2%
FWCM
563
Ferguson Wellman Capital Management
Oregon
$15M -$199K -960 -1%
SC
564
Spindletop Capital
New York
$14.9M
AWM
565
AE Wealth Management
Kansas
$14.9M +$9.41M +45,467 +186%
BCM
566
Bridgeway Capital Management
Texas
$14.9M -$1.84M -8,900 -11%
LC
567
Lincoln Capital
Nebraska
$14.9M +$154K +743 +1%
MGIA
568
Moneta Group Investment Advisors
Missouri
$14.8M +$20.7K +100 +0.1%
MRCM
569
M&R Capital Management
New Jersey
$14.7M -$30K -145 -0.2%
Wealthfront Advisers
570
Wealthfront Advisers
California
$14.7M +$203K +981 +1%
Victory Capital Management
571
Victory Capital Management
Texas
$14.6M -$6.6M -31,906 -32%
FWM
572
Frontier Wealth Management
Missouri
$14.6M -$80.7K -390 -0.6%
BAPIM
573
British Airways Pensions Investment Management
United Kingdom
$14.5M -$20.3K -98 -0.1%
BUB
574
BBVA USA Bancshares
Texas
$14.4M -$141K -683 -1%
CAM
575
Claret Asset Management
Quebec, Canada
$14.4M -$261K -1,263 -2%

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.