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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
GFP
1201
Gryphon Financial Partners
Ohio
$2.72M +$1.04M +5,014 +65%
GP
1202
Girard Partners
Pennsylvania
$2.72M -$46.8K -226 -2%
FDS
1203
Freedom Day Solutions
Texas
$2.71M +$21.9K +106 +0.8%
QT
1204
Quantbot Technologies
New York
$2.7M +$2.63M +12,688 New
GTAM
1205
Global Trust Asset Management
Florida
$2.7M
AP
1206
Appleton Partners
Massachusetts
$2.7M +$284K +1,373 +12%
QCG
1207
Quadrant Capital Group
Ohio
$2.7M -$36.8K -178 -1%
DT
1208
Diversified Trust
Tennessee
$2.7M +$133K +645 +5%
SIAP
1209
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.69M -$193K -935 -7%
ZIM
1210
Zacks Investment Management
Illinois
$2.69M -$460K -2,221 -15%
LFS
1211
Legacy Financial Strategies
Kansas
$2.69M -$441K -2,130 -14%
EWM
1212
Executive Wealth Management
Michigan
$2.68M +$32.1K +155 +1%
PL
1213
Plancorp LLC
Missouri
$2.67M -$682K -3,295 -21%
CBTWT
1214
Community Bank & Trust (Waco, Texas)
Texas
$2.67M +$27.1K +131 +1%
PFO
1215
Pathstone Family Office
New Jersey
$2.67M +$634K +3,064 +32%
IWC
1216
Integrated Wealth Concepts
Massachusetts
$2.65M +$910K +4,396 +50%
RW
1217
REDW Wealth
New Mexico
$2.65M -$106K -514 -4%
SA
1218
SRH Advisors
Kansas
$2.65M +$2.57M +12,411 New
DAM
1219
Delta Asset Management
Tennessee
$2.64M -$36.2K -175 -1%
AF
1220
Allworth Financial
California
$2.63M +$365K +1,765 +17%
TF
1221
Tompkins Financial
New York
$2.62M +$190K +918 +8%
WPP
1222
Whalerock Point Partners
Rhode Island
$2.62M +$15.5K +75 +0.6%
NHC
1223
Nicholas Hoffman & Company
Georgia
$2.62M -$36.2K -175 -1%
CAM
1224
Cozad Asset Management
Illinois
$2.61M +$2.07K +10 +0.1%
BCM
1225
Breiter Capital Management
Florida
$2.61M -$143K -690 -5%

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.