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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
TBA
1026
Tower Bridge Advisors
Pennsylvania
$4.01M
SA
1027
Strategic Advisors
New York
$4.01M +$62.1K +300 +2%
MAFM
1028
Mid Atlantic Financial Management
Pennsylvania
$4.01M +$532K +2,570 +16%
CCM
1029
Corsair Capital Management
New York
$4M -$333K -1,609 -8%
PWM
1030
Perigon Wealth Management
California
$3.99M -$101K -486 -3%
RHFI
1031
Reilly Herbert Faulkner III
$3.97M +$197K +953 +5%
BFC
1032
Bedel Financial Consulting
Indiana
$3.97M +$20.7K +100 +0.5%
KFA
1033
Kays Financial Advisory
Georgia
$3.97M +$26.3K +127 +0.7%
SVWAG
1034
Sound View Wealth Advisors Group
Georgia
$3.96M +$3.85M +18,597 New
WGCA
1035
Wolf Group Capital Advisors
Virginia
$3.95M -$171K -824 -4%
WDA
1036
Wendell David Associates
New Hampshire
$3.92M +$27.7K +134 +0.7%
FCM
1037
Fairholme Capital Management
Florida
$3.91M -$23.5M -113,480 -86%
SB
1038
Strategic Blueprint
Georgia
$3.91M -$44.1K -213 -1%
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$3.91M -$98.3K -475 -3%
PMFA
1040
Plante Moran Financial Advisors
Michigan
$3.89M -$252K -1,217 -6%
SC
1041
Sepio Capital
Utah
$3.89M +$385K +1,861 +11%
NFG
1042
Noven Financial Group
Colorado
$3.88M -$292K -1,411 -7%
SLA
1043
Silver Lake Advisory
Utah
$3.85M +$40.3K +195 +1%
PWP
1044
Principle Wealth Partners
Connecticut
$3.85M +$249K +1,202 +7%
GPC
1045
Glacier Peak Capital
Washington
$3.85M +$531K +2,565 +17%
SWM
1046
Strategic Wealth Management
Washington
$3.85M +$3.73M +18,036 New
ACM
1047
Azimuth Capital Management
Michigan
$3.84M +$44.5K +215 +1%
MYLI
1048
Meiji Yasuda Life Insurance
Japan
$3.82M +$357K +1,723 +11%
FA
1049
Fagan Associates
New York
$3.81M +$150K +725 +4%
LA
1050
LVW Advisors
New York
$3.79M -$467K -2,256 -11%

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.