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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
BRM
976
Boston Research & Management
Massachusetts
$4.47M +$9.31K +45 +0.2%
BAM
977
Belpointe Asset Management
Nevada
$4.45M -$289K -1,397 -6%
LWAC
978
Laurel Wealth Advisors (California)
California
$4.45M +$51.9K +251 +1%
RWA
979
Ropes Wealth Advisors
Massachusetts
$4.44M +$15.5K +75 +0.4%
PCG
980
Private Capital Group
Connecticut
$4.43M -$537K -2,594 -10%
O
981
Ossiam
France
$4.42M -$14.7M -71,104 -77%
BCM
982
Beddow Capital Management
Wyoming
$4.41M -$649K -3,135 -13%
BA
983
Bristlecone Advisors
Washington
$4.4M +$96.6K +467 +2%
NB
984
NBT Bank
New York
$4.4M -$77.8K -376 -2%
TFCP
985
Twin Focus Capital Partners
Massachusetts
$4.39M +$31.5K +152 +0.7%
SCM
986
Shelton Capital Management
Colorado
$4.37M +$3.37M +16,277 +384%
FIM
987
FourPoints Investment Managers
France
$4.37M +$2.05M +9,900 +93%
BC
988
Blackhill Capital
New Jersey
$4.36M
CC
989
Cannell Capital
Wyoming
$4.36M
MHIM
990
MacNealy Hoover Investment Management
Ohio
$4.36M +$236K +1,140 +6%
JFA
991
Johanson Financial Advisors
California
$4.34M -$113K -547 -3%
ZF
992
Zhang Financial
Michigan
$4.33M +$98.9K +478 +2%
GIA
993
GHP Investment Advisors
Colorado
$4.32M -$53.8K -260 -1%
GT
994
Glenview Trust
Kentucky
$4.31M -$69.1K -334 -2%
Lido Advisors
995
Lido Advisors
California
$4.27M +$12K +58 +0.3%
AAM
996
AR Asset Management
California
$4.27M
XSC
997
X-Square Capital
Puerto Rico
$4.26M +$60.6K +293 +1%
SACTSONJ
998
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.26M +$1.45M +7,000 +54%
EIP
999
Easterly Investment Partners
Massachusetts
$4.26M +$4.14M +20,000 New
BIMC
1000
Benson Investment Management Company
Virginia
$4.26M -$72.8K -352 -2%

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.