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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
TWM
826
TLW Wealth Management
Florida
$6.63M +$6.43M +31,077 New
CI
827
Conning Inc
Connecticut
$6.61M -$1.08M -5,210 -14%
KJWM
828
Kiley Juergens Wealth Management
Washington
$6.57M +$86.3K +417 +1%
RFWA
829
RPg Family Wealth Advisory
Massachusetts
$6.55M +$4.28M +20,693 +206%
ACP
830
Aviance Capital Partners
Florida
$6.54M -$127K -615 -2%
STB
831
S&T Bank
Pennsylvania
$6.51M +$66.2K +320 +1%
AP
832
Arlington Partners
Alabama
$6.51M +$4.4M +21,269 +230%
MCM
833
Manchester Capital Management
Vermont
$6.49M -$348K -1,682 -5%
JRP
834
Jasper Ridge Partners
California
$6.49M
GIM
835
Goelzer Investment Management
Indiana
$6.47M +$92.5K +447 +1%
PWLP
836
Prio Wealth Limited Partnership
Massachusetts
$6.46M -$734K -3,549 -10%
RBA
837
Richard Bernstein Advisors
New York
$6.45M -$2.38M -11,511 -28%
BDS
838
Banco de Sabadell
Florida
$6.42M -$689K -3,330 -10%
PJSIMP
839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.42M +$53.2K +257 +0.9%
VHAM
840
Van Hulzen Asset Management
California
$6.39M +$29.2K +141 +0.5%
FAB
841
First American Bank
Illinois
$6.38M +$43.9K +212 +0.7%
CA
842
Clearstead Advisors
Ohio
$6.37M +$422K +2,038 +7%
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.33M +$539K +2,603 +10%
BS
844
Banco Santander
Spain
$6.3M +$1.17M +5,673 +24%
FCBT
845
First Citizens Bank & Trust
North Carolina
$6.26M -$429K -2,073 -7%
AF
846
Arrow Financial
New York
$6.17M -$88.4K -427 -1%
PFPT
847
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.15M +$818K +3,955 +16%
ISB
848
Iowa State Bank
Iowa
$6.14M
SB
849
Simmons Bank
Arkansas
$6.12M -$427K -2,064 -7%
ONB
850
Old National Bancorp
Indiana
$6.11M -$4.11M -19,840 -41%

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.