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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
CSS
1176
Cubist Systematic Strategies
Connecticut
$2.97M +$1.95M +9,415 +209%
CWP
1177
Capital Wealth Planning
Florida
$2.96M +$2.59M +12,530 +915%
CIM
1178
CenturyLink Investment Management
Colorado
$2.96M
PAMG
1179
Patton Albertson Miller Group
Tennessee
$2.93M +$1.59M +7,696 +110%
AUB
1180
Atlantic Union Bankshares
Virginia
$2.92M +$1.98M +9,569 +232%
ERIM
1181
Eagle Ridge Investment Management
Connecticut
$2.91M -$15.5K -75 -0.5%
PFBT
1182
Parkside Financial Bank & Trust
Missouri
$2.9M +$88.1K +426 +3%
CFG
1183
Cooper Financial Group
California
$2.9M +$165K +798 +6%
DFA
1184
Delta Financial Advisors
Louisiana
$2.9M +$2.81M +13,582 New
CBU
1185
CIBC Bank USA
Illinois
$2.89M -$206K -994 -7%
BCWM
1186
Blue Chip Wealth Management
Florida
$2.89M +$53.8K +260 +2%
SC
1187
Slow Capital
California
$2.88M -$14.7K -71 -0.5%
AMIM
1188
Aull & Monroe Investment Management
Alabama
$2.86M
BCM
1189
Blume Capital Management
California
$2.86M +$34.3K +166 +1%
LOAME
1190
Lombard Odier Asset Management (Europe)
United Kingdom
$2.85M +$56.7K +274 +2%
BI
1191
Bramshill Investments
Florida
$2.84M +$1.41M +6,824 +105%
MHIC
1192
Marble Harbor Investment Counsel
Massachusetts
$2.8M -$20.7K -100 -0.8%
KPCM
1193
Kings Point Capital Management
New York
$2.79M +$134K +648 +5%
DHFB
1194
Dixon Hubard Feinour & Brown
Virginia
$2.79M +$5.79K +28 +0.2%
MFG
1195
Magnus Financial Group
New York
$2.78M -$25.5K -123 -0.9%
SIMM
1196
Stillwater Investment Management (Minnesota)
Minnesota
$2.77M -$16.6K -80 -0.6%
Dodge & Cox
1197
Dodge & Cox
California
$2.77M
MF
1198
Manchester Financial
California
$2.77M +$19K +92 +0.7%
ECG
1199
Edge Capital Group
Georgia
$2.77M +$873K +4,221 +48%
YWP
1200
YorkBridge Wealth Partners
New York
$2.75M +$49.9K +241 +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.