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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
MSDF
751
Michael & Susan Dell Foundation
New York
$8.27M
NA
752
NewEdge Advisors
Louisiana
$8.27M +$9.1K +44 +0.1%
BFIM
753
Beese Fulmer Investment Management
Ohio
$8.21M -$143K -690 -2%
TCCM
754
Timber Creek Capital Management
Massachusetts
$8.21M +$16.6K +80 +0.2%
BHIA
755
Birch Hill Investment Advisors
Massachusetts
$8.2M -$176K -850 -2%
PAIM
756
Punch & Associates Investment Management
Minnesota
$8.15M +$85.5K +413 +1%
FFWA
757
FRG Family Wealth Advisors
Washington
$8.09M -$285K -1,377 -4%
PI
758
PEAK6 Investments
Illinois
$8.08M +$7.84M +37,903 New
Jane Street
759
Jane Street
New York
$8.07M +$7.21M +34,825 +1,147%
SHWM
760
Smith & Howard Wealth Management
Georgia
$8.01M -$475K -2,294 -6%
SRAM
761
Stone Ridge Asset Management
New York
$7.99M +$910K +4,400 +13%
TPW
762
Tiller Private Wealth
Pennsylvania
$7.96M -$24K -116 -0.3%
HCM
763
Hutner Capital Management
Vermont
$7.95M -$90.6K -438 -1%
ZCA
764
Zeke Capital Advisors
Pennsylvania
$7.87M -$487K -2,352 -6%
PP
765
Palladium Partners
Virginia
$7.87M +$80.5K +389 +1%
SCM
766
Symons Capital Management
Pennsylvania
$7.86M -$303K -1,462 -4%
BRWA
767
B. Riley Wealth Advisors
Florida
$7.86M +$22.6K +109 +0.3%
NL
768
NWAM LLC
Washington
$7.83M +$118K +570 +2%
SSB
769
Sandy Spring Bank
Maryland
$7.8M +$208K +1,006 +3%
VNB
770
Virginia National Bank
Virginia
$7.79M -$905K -4,375 -11%
SWM
771
Stockman Wealth Management
Montana
$7.77M +$1.47M +7,102 +24%
AAS
772
Avantax Advisory Services
Texas
$7.69M +$709K +3,427 +10%
GCGDR
773
Geo Capital Gestora de Recursos
Brazil
$7.66M
AWA
774
Arete Wealth Advisors
Illinois
$7.64M +$357K +1,723 +5%
CCA
775
Covey Capital Advisors
Georgia
$7.64M +$381K +1,840 +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.