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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
TIA
951
Traphagen Investment Advisors
New Jersey
$4.78M
MPI
952
Mairs & Power Inc
Minnesota
$4.77M +$48.2K +233 +1%
Marshall Wace
953
Marshall Wace
United Kingdom
$4.77M +$4.63M +22,379 New
WA
954
Wealth Architects
California
$4.75M -$12K -58 -0.3%
EIP
955
Ellis Investment Partners
Pennsylvania
$4.75M +$24.6K +119 +0.5%
AAF
956
Andra AP-fonden
Sweden
$4.75M -$41.4K -200 -0.9%
AW
957
ACG Wealth
Georgia
$4.74M +$73.2K +354 +2%
CHA
958
Carmichael Hill & Associates
Maryland
$4.7M -$19.7K -95 -0.4%
HSA
959
HBK Sorce Advisory
Pennsylvania
$4.7M -$243K -1,175 -5%
MIP
960
Marietta Investment Partners
Wisconsin
$4.68M
VSI
961
Verde Servicos Internacionais
Brazil
$4.67M -$1.13M -5,462 -20%
IB
962
Intrust Bank
Kansas
$4.65M +$143K +692 +3%
BAC
963
Boys Arnold & Co
North Carolina
$4.64M -$137K -664 -3%
BIC
964
Beach Investment Counsel
Pennsylvania
$4.63M -$31K -150 -0.7%
FI
965
Financial Insights
Washington
$4.62M -$2.81M -13,559 -37%
WAS
966
Winch Advisory Services
Wisconsin
$4.61M +$112K +541 +3%
Arrowstreet Capital
967
Arrowstreet Capital
Massachusetts
$4.58M +$4.44M +21,465 New
NFC
968
Northeast Financial Consultants
Connecticut
$4.56M +$2.61M +12,606 +143%
WB
969
WesBanco Bank
West Virginia
$4.55M +$8.9K +43 +0.2%
TFS
970
Thoroughbred Financial Services
Tennessee
$4.53M +$112K +540 +3%
HIMC
971
Heritage Investors Management Corp
Maryland
$4.53M -$220K -1,062 -5%
HTC
972
Haverford Trust Company
Pennsylvania
$4.53M +$29K +140 +0.7%
CIC
973
Chilton Investment Company
Connecticut
$4.53M -$19.1M -92,523 -81%
FB
974
Fulton Bank
Pennsylvania
$4.48M -$39.1K -189 -0.9%
ICOM
975
Investment Counselors of Maryland
Maryland
$4.47M +$209K +1,012 +5%

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.