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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
AIM
601
Achmea Investment Management
Netherlands
$13.1M -$1.23M -5,921 -9%
CA
602
Callahan Advisors
Texas
$13M -$24.8K -120 -0.2%
PGIM
603
Pacific Global Investment Management
California
$13M -$519K -2,510 -4%
OI
604
Oakbrook Investments
Illinois
$13M -$679K -3,283 -5%
ADEF
605
Adams Diversified Equity Fund
Maryland
$13M -$22.9M -110,700 -65%
EP
606
Elkhorn Partners
Nebraska
$13M +$10.3K +50 +0.1%
FFN
607
Focus Financial Network
Minnesota
$13M -$168K -810 -1%
CAM
608
Capco Asset Management
Florida
$12.9M +$1.09M +5,283 +10%
WCM
609
Weik Capital Management
Pennsylvania
$12.8M -$197K -951 -2%
CCA
610
Cobblestone Capital Advisors
New York
$12.7M -$71K -343 -0.6%
FLII
611
First Long Island Investors
New York
$12.7M +$26.7K +129 +0.2%
AFG
612
Albion Financial Group
Utah
$12.6M -$184K -889 -1%
PWP
613
Private Wealth Partners
California
$12.6M +$327K +1,578 +3%
BII
614
Bainco International Investors
Massachusetts
$12.6M -$233K -1,127 -2%
Truist Financial
615
Truist Financial
North Carolina
$12.6M -$318K -1,539 -3%
NRS
616
Neville Rodie & Shaw
New York
$12.6M -$139K -670 -1%
SIM
617
Sterling Investment Management
Arizona
$12.5M -$77K -372 -0.6%
QI
618
QS Investors
New York
$12.4M -$446K -2,156 -4%
AWM
619
Altium Wealth Management
New York
$12.4M -$16.6K -80 -0.1%
BG
620
Bahl & Gaynor
Ohio
$12.4M -$433K -2,095 -3%
FQ
621
First Quadrant
California
$12.4M -$20.5K -99 -0.2%
NIPH
622
NN Investment Partners Holdings
Netherlands
$12.4M +$2.88M +13,909 +32%
PAM
623
Premier Asset Management
Illinois
$12.4M -$1.42M -6,840 -11%
CTI
624
Community Trust & Investment
Kentucky
$12.2M +$4.24M +20,502 +56%
SAM
625
SP Asset Management
California
$12.1M -$562M -2,714,250 -98%

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.