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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
IPW
876
Inlet Private Wealth
Florida
$5.72M +$201K +971 +4%
GWA
877
Guidant Wealth Advisors
Illinois
$5.71M -$220K -1,065 -4%
GFA
878
Gifford Fong Associates
California
$5.65M
RMAM
879
Raab & Moskowitz Asset Management
New Jersey
$5.64M -$33.1K -160 -0.6%
CAM
880
Close Asset Management
United Kingdom
$5.63M +$1.11M +5,379 +25%
APP
881
Avantax Planning Partners
Iowa
$5.62M -$52.4K -253 -1%
CC
882
ClearArc Capital
Ohio
$5.61M -$746K -3,605 -12%
BHWM
883
Bar Harbor Wealth Management
New Hampshire
$5.61M -$163K -786 -3%
MFWM
884
Motley Fool Wealth Management
Virginia
$5.57M +$358K +1,730 +7%
DAS
885
Dynamic Advisor Solutions
Arizona
$5.56M +$1.51M +7,319 +39%
WKWM
886
Walter & Keenan Wealth Management
Indiana
$5.54M
WCM
887
WealthBridge Capital Management
Ohio
$5.54M -$326K -1,576 -5%
HT
888
Heritage Trust
Oklahoma
$5.52M +$3.52K +17 +0.1%
FA
889
FDx Advisors
Illinois
$5.52M -$490K -2,367 -8%
RWP
890
RWA Wealth Partners
Massachusetts
$5.52M -$132K -639 -2%
TCM
891
Telos Capital Management
California
$5.51M +$309K +1,491 +6%
HR
892
Howe & Rusling
New York
$5.5M +$18K +87 +0.3%
BA
893
Boston Advisors
Massachusetts
$5.46M -$609K -2,945 -10%
First Trust Advisors
894
First Trust Advisors
Illinois
$5.46M -$22.6M -109,240 -81%
BPA
895
Beacon Pointe Advisors
California
$5.44M -$4.42M -21,362 -46%
HCM
896
Highlander Capital Management
New Jersey
$5.43M +$75.5K +365 +1%
ATIA
897
American Trust Investment Advisors
New Hampshire
$5.43M -$2.07K -10 -0%
HAC
898
Harbor Advisory Corp
New Hampshire
$5.43M +$30K +145 +0.6%
CM
899
Churchill Management
California
$5.41M -$157K -757 -3%
CL
900
CPWM LLC
Washington
$5.4M -$330K -1,594 -6%

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.