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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
MMPW
1251
Mitchell McLeod Pugh & Williams
Alabama
$2.44M +$4.55K +22 +0.2%
FMBTD
1252
First Midwest Bank Trust Division
Illinois
$2.44M -$125K -602 -5%
PAS
1253
Park Avenue Securities
New York
$2.44M +$152K +735 +7%
MCM
1254
Mitchell Capital Management
Kansas
$2.42M +$446K +2,157 +23%
PTC
1255
Private Trust Company
Ohio
$2.41M +$120K +580 +5%
DWT
1256
Dorsey & Whitney Trust
South Dakota
$2.39M +$23.4K +113 +1%
AA
1257
Apriem Advisors
California
$2.39M -$33.7K -163 -1%
FCCM
1258
First City Capital Management
Georgia
$2.39M -$15.5K -75 -0.7%
DBG
1259
De Burlo Group
Massachusetts
$2.39M -$20.7K -100 -0.9%
TIA
1260
Tiemann Investment Advisors
California
$2.38M -$16.6K -80 -0.7%
GBBWRPM
1261
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.38M +$34.6K +167 +2%
PCP
1262
Proficio Capital Partners
Massachusetts
$2.37M +$136K +659 +6%
CAM
1263
Cresset Asset Management
Illinois
$2.37M +$235K +1,135 +11%
SBSB
1264
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.37M +$41.8K +202 +2%
IAM
1265
Integre Asset Management
New York
$2.36M
TCOO
1266
Trust Company of Oklahoma
Oklahoma
$2.35M -$5.17K -25 -0.2%
WTB
1267
Washington Trust Bank
Washington
$2.35M +$27.3K +132 +1%
KCM
1268
Karp Capital Management
California
$2.35M +$44.5K +215 +2%
ESB
1269
Essex Savings Bank
Connecticut
$2.35M +$1.03M +4,979 +83%
BM
1270
Bislett Management
California
$2.35M
VWA
1271
V Wealth Advisors
Kansas
$2.34M +$328K +1,583 +17%
AF
1272
Advisornet Financial
Minnesota
$2.33M +$464K +2,242 +26%
LIM
1273
Lathrop Investment Management
Arkansas
$2.33M -$17.6K -85 -0.8%
EAM
1274
Eagle Asset Management
Florida
$2.33M -$12K -58 -0.5%
MA
1275
MONECO Advisors
Connecticut
$2.32M -$83.8K -405 -4%

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.