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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
AWM
576
Arbor Wealth Management
Florida
$14.4M +$3.11M +15,007 +29%
Verition Fund Management
577
Verition Fund Management
Connecticut
$14.3M -$4.03M -19,459 -22%
HB
578
Homrich & Berg
Georgia
$14.3M +$566K +2,735 +4%
TCM
579
Twin Capital Management
Pennsylvania
$14.3M -$8.01M -38,697 -37%
RFA
580
Reilly Financial Advisors
California
$14.1M -$150K -726 -1%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$14M -$43.2K -209 -0.3%
BEAM
582
Baker Ellis Asset Management
Washington
$13.9M +$339K +1,638 +3%
BFO
583
Boston Family Office
Massachusetts
$13.8M +$208K +1,005 +2%
H
584
HoyleCohen
California
$13.8M +$56.9K +275 +0.4%
MA
585
Montag & Associates
Georgia
$13.8M -$968K -4,680 -7%
Skandinaviska Enskilda Banken (SEB)
586
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.8M -$83.2K -402 -0.6%
RIL
587
Rothschild Investment LLC
Illinois
$13.8M +$116K +563 +0.9%
JCM
588
Janney Capital Management
Pennsylvania
$13.7M -$804K -3,887 -6%
MA
589
Mutual Advisors
Nebraska
$13.6M +$382K +1,846 +3%
SPIA
590
Steward Partners Investment Advisory
New York
$13.5M +$1.04M +5,007 +9%
PA
591
Parallel Advisors
California
$13.4M -$91.9K -444 -0.7%
CCMD
592
Cypress Capital Management (Delaware)
Delaware
$13.4M +$926K +4,475 +8%
HC
593
Hendley & Co
Ohio
$13.3M +$108K +523 +0.8%
CPC
594
Congress Park Capital
New York
$13.3M -$230K -1,110 -2%
WCMN
595
Westchester Capital Management (Nebraska)
Nebraska
$13.3M +$240K +1,158 +2%
SBWIC
596
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.2M +$205K +989 +2%
FSCM
597
Front Street Capital Management
Montana
$13.2M -$216K -1,043 -2%
PIA
598
Piedmont Investment Advisors
North Carolina
$13.2M -$12.1M -58,585 -49%
FSA
599
Franklin Street Advisors
North Carolina
$13.2M +$312K +1,507 +3%
SFA
600
Sequoia Financial Advisors
Ohio
$13.1M -$605K -2,925 -5%

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.