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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
MCA
701
Mercer Capital Advisers
New Jersey
$9.51M +$18.6K +90 +0.2%
SWP
702
Stratos Wealth Partners
Ohio
$9.48M -$47K -227 -0.5%
UR
703
USCA RIA
Texas
$9.43M +$153K +737 +2%
PHS
704
Pekin Hardy Strauss
Illinois
$9.4M -$120K -580 -1%
JWBC
705
J.W. Burns & Co
New York
$9.34M +$121K +585 +1%
CPA
706
Court Place Advisors
Maryland
$9.34M +$234K +1,133 +3%
FHB
707
First Hawaiian Bank
Hawaii
$9.31M +$12.8K +62 +0.1%
PA
708
Pinnacle Associates
New York
$9.28M +$524K +2,531 +6%
BPC
709
Banque Pictet & Cie
Switzerland
$9.27M -$597K -2,885 -6%
SWM
710
SVA Wealth Management
Wisconsin
$9.26M -$1.6M -7,730 -15%
BWM
711
Buckley Wealth Management
Nevada
$9.22M -$7.66K -37 -0.1%
MERSOM
712
Municipal Employees' Retirement System of Michigan
Michigan
$9.21M +$325K +1,570 +4%
Rockefeller Capital Management
713
Rockefeller Capital Management
New York
$9.14M -$953K -4,608 -10%
ACM
714
Academy Capital Management
Texas
$9.12M -$70.6K -341 -0.8%
Mirae Asset Global Investments
715
Mirae Asset Global Investments
South Korea
$9.12M +$448K +2,165 +5%
WAM
716
Wealthspire Advisors (Maryland)
Maryland
$9.09M +$223K +1,078 +3%
WF
717
WoodTrust Financial
Wisconsin
$9.09M +$1.22M +5,899 +16%
CIM
718
Corda Investment Management
Texas
$9.05M +$1.43M +6,894 +19%
WRM
719
Weybosset Research & Management
Rhode Island
$9.03M -$22.8K -110 -0.3%
CHAM
720
Clear Harbor Asset Management
Connecticut
$8.98M -$600K -2,898 -6%
CFB
721
Cullen/Frost Bankers
Texas
$8.92M -$16.6K -80 -0.2%
ANBT
722
American National Bank & Trust
Texas
$8.88M -$704K -3,404 -8%
KTM
723
Keeler Thomas Management
Utah
$8.86M +$166K +800 +2%
CFG
724
Citizens Financial Group
Rhode Island
$8.83M -$5.18M -25,036 -38%
BAM
725
Berkshire Asset Management
Pennsylvania
$8.8M +$33.3K +161 +0.4%

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.