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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
CI
626
Cigna Investments
Connecticut
$12M -$373K -1,803 -3%
CEP
627
Chicago Equity Partners
Illinois
$12M -$5.2M -25,150 -31%
EGA
628
Eagle Global Advisors
Texas
$12M +$52.8K +255 +0.5%
GCM
629
GoodHaven Capital Management
New Jersey
$11.9M +$26.9K +130 +0.2%
OMC
630
Overbrook Management Corp
New York
$11.9M -$459K -2,219 -4%
LKIM
631
Lawson Kroeker Investment Management
Nebraska
$11.9M -$151K -730 -1%
SF
632
Synovus Financial
Georgia
$11.8M -$4.14K -20 -0%
SI
633
Stephens Inc
Arkansas
$11.8M +$114K +551 +1%
SBL
634
Sargent Bickham Lagudis
Colorado
$11.7M -$126K -607 -1%
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$11.7M -$1.15M -5,547 -9%
PCM
636
Poehling Capital Management
Wisconsin
$11.7M +$314K +1,519 +3%
PTB
637
Pioneer Trust Bank
Oregon
$11.6M +$39.3K +190 +0.3%
LDFR
638
Lehman & Derafelo Financial Resources
Pennsylvania
$11.6M +$934K +4,515 +9%
WDL
639
Well Done LLC
Michigan
$11.6M -$214K -1,032 -2%
SPC
640
Sigma Planning Corp
Michigan
$11.5M +$419K +2,023 +4%
VCM
641
Violich Capital Management
California
$11.4M -$167K -805 -1%
VIP
642
Vantage Investment Partners
Missouri
$11.4M +$6K +29 +0.1%
FAT
643
First American Trust
California
$11.3M +$469K +2,266 +4%
FG
644
Fiduciary Group
Georgia
$11.3M +$39.5K +191 +0.4%
AIP
645
Ameritas Investment Partners
Nebraska
$11.3M -$297K -1,435 -3%
CA
646
CapWealth Advisors
Tennessee
$11.3M +$470K +2,269 +4%
MC
647
Middleton & Co
Massachusetts
$11.2M +$180K +870 +2%
Daiwa Securities Group
648
Daiwa Securities Group
Japan
$11.2M +$284K +1,372 +3%
MIM
649
Martin Investment Management
Florida
$11.2M -$545K -2,636 -5%
WCF
650
West Coast Financial
California
$11.2M -$200K -966 -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.