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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
WP
1101
WMS Partners
Maryland
$3.44M +$475K +2,294 +17%
MIC
1102
Means Investment Company
Maine
$3.43M +$111K +535 +3%
SC
1103
Savant Capital
Illinois
$3.43M -$110K -532 -3%
RWM
1104
RKL Wealth Management
Pennsylvania
$3.43M -$354K -1,711 -10%
TC
1105
TownSquare Capital
Utah
$3.42M +$79.5K +384 +2%
GF
1106
Gabelli Funds
New York
$3.41M
CIC
1107
Crawford Investment Counsel
Georgia
$3.41M +$13.2K +64 +0.4%
PFM
1108
Parsec Financial Management
North Carolina
$3.41M -$124K -600 -4%
CCM
1109
Cribstone Capital Management
Maine
$3.4M -$523K -2,526 -14%
ACA
1110
Atlas Capital Advisors
Wyoming
$3.39M +$1.03M +5,000 +46%
WT
1111
Washington Trust
Rhode Island
$3.39M +$49.7K +240 +2%
CWM
1112
CMH Wealth Management
New Hampshire
$3.38M -$25.9K -125 -0.8%
SRC
1113
Stone Run Capital
New York
$3.38M
CCA
1114
Checchi Capital Advisers
California
$3.38M -$55.9K -270 -2%
VLC
1115
Van Leeuwen & Company
New Jersey
$3.38M +$308K +1,489 +10%
NSIM
1116
North Star Investment Management
Illinois
$3.37M -$15.5K -75 -0.5%
HWA
1117
HCR Wealth Advisors
California
$3.37M +$210K +1,016 +7%
BIM
1118
Barton Investment Management
Pennsylvania
$3.35M
CT
1119
Coastline Trust
Rhode Island
$3.35M -$546K -2,637 -14%
DM
1120
Delphi Management
Massachusetts
$3.34M -$12.6K -61 -0.4%
AI
1121
Atria Investments
North Carolina
$3.34M +$198K +957 +6%
BIM
1122
Baldwin Investment Management
Pennsylvania
$3.33M -$98.3K -475 -3%
TAM
1123
Taurus Asset Management
New York
$3.32M -$43.5K -210 -1%
GCM
1124
Grisanti Capital Management
New York
$3.32M -$841K -4,063 -21%
CFMC
1125
Curbstone Financial Management Corp
New Hampshire
$3.31M -$80.7K -390 -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.