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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
GI
1076
Gradient Investments
Minnesota
$3.62M +$2.42M +11,700 +221%
CCM
1077
Compton Capital Management
Rhode Island
$3.62M +$63.1K +305 +2%
III
1078
Independent Investors Inc
New York
$3.61M
GCM
1079
Glynn Capital Management
California
$3.6M
WA
1080
WBH Advisory
Maryland
$3.59M +$7.24K +35 +0.2%
CAM
1081
Cypress Asset Management
Texas
$3.54M -$5.17K -25 -0.2%
FPS
1082
Fieldpoint Private Securities
Connecticut
$3.54M -$125K -605 -4%
GKFF
1083
George Kaiser Family Foundation
Oklahoma
$3.53M
RBFC
1084
Roman Butler Fullerton & Co
Missouri
$3.52M +$5.17K +25 +0.2%
BAS
1085
Brown Advisory Securities
Maryland
$3.52M -$1.59M -7,674 -32%
RA
1086
Riverstone Advisors
Texas
$3.51M +$52.8K +255 +2%
NFG
1087
Nations Financial Group
Iowa
$3.5M -$129K -624 -4%
KC
1088
Knuff & Co
California
$3.49M +$664K +3,210 +24%
DIA
1089
Dana Investment Advisors
Wisconsin
$3.49M -$317K -1,532 -9%
GVAG
1090
Great Valley Advisor Group
Delaware
$3.48M -$125K -602 -4%
LSAG
1091
Lake Street Advisors Group
New Hampshire
$3.48M +$235K +1,134 +7%
FGP
1092
Foyston, Gordon, & Payne
Ontario, Canada
$3.48M
PK
1093
Pflug Koory
Nebraska
$3.48M -$80.1K -387 -2%
UBPAM
1094
Union Bancaire Privee Asset Management
New York
$3.47M +$1.05M +5,081 +45%
OGC
1095
Oak Grove Capital
New Hampshire
$3.47M -$889K -4,296 -21%
EVM
1096
Evelyn V. Moreno
$3.46M -$83.8K -405 -2%
DI
1097
DAGCO Inc
Ohio
$3.46M -$19.7K -95 -0.6%
AC
1098
Abbrea Capital
California
$3.45M +$103K +497 +3%
TC
1099
Trust Company
Kansas
$3.45M +$1.63M +7,862 +95%
1SB
1100
1ST Source Bank
Indiana
$3.44M -$49.2K -238 -1%

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.