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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
OAG
1051
Orbis Allan Gray
Bermuda
$3.78M +$1.23M +5,963 +51%
PA
1052
Perennial Advisors
New York
$3.78M +$161K +778 +5%
TWA
1053
TCI Wealth Advisors
Arizona
$3.77M -$112K -541 -3%
SW
1054
SlateStone Wealth
Florida
$3.76M -$823K -3,975 -18%
BFC
1055
Blue Fin Capital
Rhode Island
$3.76M +$8.9K +43 +0.2%
GWS
1056
Glassman Wealth Services
Virginia
$3.75M +$111K +536 +3%
BPWA
1057
Beacon Pointe Wealth Advisors
California
$3.73M +$364K +1,759 +11%
SBIA
1058
Sheaff Brock Investment Advisors
Indiana
$3.72M -$413K -1,996 -10%
GW
1059
GW & Wade
Massachusetts
$3.72M -$91K -440 -2%
IWM
1060
IHT Wealth Management
Illinois
$3.71M +$222K +1,074 +7%
SCA
1061
Snowden Capital Advisors
New York
$3.71M -$789K -3,811 -18%
HW
1062
Hancock Whitney
Mississippi
$3.71M +$252K +1,217 +8%
CC
1063
Cipher Capital
New York
$3.7M +$3.59M +17,369 New
BPM
1064
Bowling Portfolio Management
Ohio
$3.7M -$480K -2,321 -12%
LNB
1065
Ledyard National Bank
$3.69M +$53.8K +260 +2%
BOTW
1066
Bank of the West
California
$3.67M +$60.2K +291 +2%
TFS
1067
TrustCore Financial Services
Tennessee
$3.66M +$76.6K +370 +2%
CL
1068
Choreo LLC
Illinois
$3.66M +$24.2K +117 +0.7%
BC
1069
Burney Company
Virginia
$3.66M -$55K -266 -2%
MIM
1070
Moseley Investment Management
Florida
$3.66M +$90.8K +439 +3%
NAM
1071
North American Management
Massachusetts
$3.65M +$162K +784 +5%
GAM
1072
Griffin Asset Management
New York
$3.65M +$30.8K +149 +0.9%
IHL
1073
Investment House LLC
California
$3.64M +$2.41M +11,627 +213%
FPB
1074
First PREMIER Bank
South Dakota
$3.64M -$12.4K -60 -0.4%
FVSAZ
1075
Flossbach von Storch AG Zurich
Switzerland
$3.63M

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.