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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
YL
851
YCG LLC
Texas
$6.09M +$62.1K +300 +1%
CFA
852
Cahill Financial Advisors
Minnesota
$6.09M -$9.31K -45 -0.2%
ASN
853
Advisory Services Network
Georgia
$6.07M +$983K +4,752 +20%
KS
854
Karpas Strategies
Connecticut
$6.01M
FHA
855
First Horizon Advisors
Tennessee
$5.96M -$371K -1,792 -6%
ST
856
Smithfield Trust
Pennsylvania
$5.95M +$1.38M +6,646 +31%
NFG
857
Next Financial Group
Texas
$5.94M +$2.7M +13,043 +88%
CCT
858
Country Club Trust
Missouri
$5.94M +$525K +2,536 +10%
WC
859
Whitnell & Co
Illinois
$5.94M -$41.4K -200 -0.7%
ECM
860
Evergreen Capital Management
Washington
$5.93M +$153K +738 +3%
SFSG
861
Stearns Financial Services Group
North Carolina
$5.92M -$252K -1,218 -4%
CBT
862
Capital Bank & Trust
California
$5.9M +$1.15M +5,571 +25%
CA
863
Cullinan Associates
Kentucky
$5.88M -$186K -900 -3%
MCP
864
Mirador Capital Partners
California
$5.86M -$30.2K -146 -0.5%
APA
865
American Portfolios Advisors
New York
$5.86M +$398K +1,923 +8%
SFS
866
Searcy Financial Services
Kansas
$5.86M -$41.8K -202 -0.7%
MSAM
867
Moloney Securities Asset Management
Missouri
$5.84M -$110K -530 -2%
KCPG
868
Kavar Capital Partners Group
Kansas
$5.84M +$141K +683 +3%
PCM
869
Pointe Capital Management
Michigan
$5.84M -$388K -1,875 -6%
BJL
870
Brighton Jones LLC
Washington
$5.83M +$59.2K +286 +1%
AF
871
Aldebaran Financial
$5.81M +$690K +3,335 +14%
MPAM
872
Murphy Pohlad Asset Management
Minnesota
$5.81M -$125K -605 -2%
HIC
873
Hartline Investment Corp
Illinois
$5.8M -$4.38M -21,176 -44%
Fiera Capital (Canada)
874
Fiera Capital (Canada)
Quebec, Canada
$5.76M -$6.42K -31 -0.1%
SYBT
875
Stock Yards Bank & Trust
Kentucky
$5.75M -$6.42K -31 -0.1%

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.