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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
PWW
801
Pettyjohn Wood & White
Virginia
$7.12M +$138K +665 +2%
BBA
802
BLB&B Advisors
Pennsylvania
$7.11M -$654K -3,159 -9%
RMC
803
Regis Management Company
California
$7.1M -$6.9M -33,325 -50%
EML
804
Eos Management LP
New York
$7.09M
WSTAM
805
Wilbanks Smith & Thomas Asset Management
Virginia
$7.04M +$193K +934 +3%
IRF
806
IBM Retirement Fund
New York
$7M +$170K +821 +3%
RCC
807
Red Cedar Capital
Nebraska
$6.97M -$24.6K -119 -0.4%
PCM
808
Palisade Capital Management
New Jersey
$6.9M -$779K -3,764 -10%
CAM
809
Cubic Asset Management
Massachusetts
$6.87M -$123K -594 -2%
OBGC
810
O'Brien Greene & Co
Pennsylvania
$6.87M +$5.17K +25 +0.1%
ATC
811
Argent Trust Co
Tennessee
$6.87M +$124K +599 +2%
LFAS
812
Level Four Advisory Services
Texas
$6.85M +$207K +999 +3%
PMG
813
ProVise Management Group
Florida
$6.85M +$233K +1,126 +4%
BS
814
Boenning & Scattergood
Pennsylvania
$6.83M -$50.9K -246 -0.8%
RJT
815
Raymond James Trust
Florida
$6.83M -$175K -848 -3%
ATI
816
Act Two Investors
California
$6.81M -$1.8M -8,715 -21%
AWA
817
ARS Wealth Advisors
Florida
$6.8M +$90K +435 +1%
CAM
818
Centre Asset Management
New York
$6.8M +$451K +2,180 +7%
IFLIT
819
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$6.78M
SLI
820
Sumitomo Life Insurance
Japan
$6.77M +$265K +1,281 +4%
KIA
821
KCM Investment Advisors
California
$6.73M +$2.02M +9,784 +45%
CCT
822
Chemung Canal Trust
New York
$6.69M +$266K +1,287 +4%
CAM
823
Columbia Asset Management
Michigan
$6.67M -$45.9K -222 -0.7%
CCP
824
Corient Capital Partners
California
$6.66M +$341K +1,649 +6%
MWM
825
Mission Wealth Management
California
$6.64M +$217K +1,049 +3%

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.