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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
MAM
926
Martingale Asset Management
Massachusetts
$5.07M -$5.22M -25,218 -51%
PAM
927
Paradigm Asset Management
New York
$5.06M +$2.03M +9,800 +70%
TC
928
Telemus Capital
Michigan
$5.05M -$412K -1,993 -7%
SFM
929
Systematic Financial Management
New Jersey
$5.05M -$935K -4,517 -16%
ECM
930
Element Capital Management
New York
$5.03M +$3.75M +18,146 +333%
RAM
931
RK Asset Management
Michigan
$5.03M -$20.7K -100 -0.4%
CCFCSB
932
Cape Cod Five Cents Savings Bank
Massachusetts
$5.02M -$262K -1,265 -5%
BOH
933
Bank of Hawaii
Hawaii
$5.01M +$83.4K +403 +2%
OIA
934
OneDigital Investment Advisors
Kansas
$5.01M -$886K -4,280 -15%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$5.01M +$4.86M +23,491 New
MBTD
936
Mechanics Bank - Trust Department
California
$5M -$48.4K -234 -1%
KJHP
937
K.J. Harrison & Partners
Ontario, Canada
$4.99M
IEFM
938
IQ EQ Fund Management
Ireland
$4.95M +$4.8M +23,205 New
PCAP
939
Pratt Collard Advisory Partners
New York
$4.9M -$54.8K -265 -1%
HWA
940
Heritage Wealth Advisors
Virginia
$4.9M +$299K +1,444 +7%
BP
941
Ballentine Partners
Massachusetts
$4.9M +$616K +2,979 +15%
JAM
942
Jolley Asset Management
North Carolina
$4.89M -$16.6K -80 -0.3%
CA
943
Cambridge Advisors
Nebraska
$4.87M -$230K -1,111 -5%
VC
944
Vestor Capital
Illinois
$4.85M -$2.98M -14,407 -39%
SNBOSCI
945
Security National Bank of Sioux City Iowa
Iowa
$4.84M -$82.8K -400 -2%
AIIMS
946
Analyst IMS Investment Management Services
Israel
$4.81M +$244K +1,177 +6%
AIM
947
Anchor Investment Management
South Carolina
$4.81M +$82.8K +400 +2%
PFA
948
Paradigm Financial Advisors
Missouri
$4.8M -$91.3K -441 -2%
EFS
949
Essex Financial Services
Connecticut
$4.8M +$828 +4 +0%
NEI
950
Northwest & Ethical Investments
Ontario, Canada
$4.8M -$200K -967 -4%

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.