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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
B
676
Barings
North Carolina
$10.3M +$3.07M +14,839 +44%
VW
677
Vantage Wealth
California
$10.2M +$118K +571 +1%
KLI
678
Kelman-Lazarov Inc
Tennessee
$10.2M +$17.4K +84 +0.2%
MSR
679
Main Street Research
Connecticut
$10.1M +$1M +4,842 +11%
ICM
680
Intrepid Capital Management
Florida
$10.1M -$2.44M -11,810 -20%
AP
681
Advisor Partners
California
$10.1M +$339K +1,636 +4%
Twin Tree Management
682
Twin Tree Management
Texas
$10.1M -$7.52M -36,320 -43%
BFG
683
Beacon Financial Group
Texas
$10.1M -$347K -1,677 -3%
OWD
684
Osborn Williams & Donohoe
Ohio
$10M +$2.24M +10,812 +30%
AC
685
Alexandria Capital
Virginia
$10M -$143K -690 -1%
Man Group
686
Man Group
United Kingdom
$10M +$13.4K +65 +0.1%
HCM
687
Howland Capital Management
Massachusetts
$9.97M +$160K +775 +2%
BNP Paribas Asset Management
688
BNP Paribas Asset Management
France
$9.97M +$2.68M +12,963 +38%
MCM
689
MAI Capital Management
Ohio
$9.93M +$901K +4,354 +10%
RGC
690
Roberts, Glore & Co
Illinois
$9.92M -$47K -227 -0.5%
SW
691
SVB Wealth
Massachusetts
$9.88M -$27.9K -135 -0.3%
WS
692
Wedbush Securities
California
$9.84M -$685K -3,309 -7%
SKK
693
Shepherd Kaplan Krochuk
Massachusetts
$9.71M -$333K -1,608 -3%
AF
694
Alerus Financial
North Dakota
$9.71M -$403K -1,946 -4%
LNC
695
Lincoln National Corp
Pennsylvania
$9.7M +$111K +536 +1%
WHRC
696
W.H. Reaves & Co
New Jersey
$9.7M +$5.17K +25 +0.1%
GWM
697
Geneos Wealth Management
Colorado
$9.65M -$470K -2,272 -5%
PG
698
Pendal Group
Australia
$9.64M -$2.8M -13,550 -23%
ACG
699
Allen Capital Group
Nebraska
$9.59M +$410K +1,980 +5%
DSAM
700
Dock Street Asset Management
Florida
$9.54M -$221K -1,070 -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.