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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
IFAM
1276
Institutional & Family Asset Management
Colorado
$2.31M -$507K -2,448 -18%
BCM
1277
Brookstone Capital Management
Illinois
$2.31M +$47.2K +228 +2%
DBRC
1278
D.B. Root & Company
Pennsylvania
$2.3M -$112K -541 -5%
CCM
1279
Coldstream Capital Management
Washington
$2.3M +$127K +616 +6%
VC
1280
Vicus Capital
Pennsylvania
$2.29M -$2.28K -11 -0.1%
HC
1281
Hourglass Capital
Texas
$2.29M -$28.3K -137 -1%
ACP
1282
Ashfield Capital Partners
California
$2.29M -$166K -800 -7%
CAM
1283
Cidel Asset Management
Ontario, Canada
$2.29M
NNP
1284
Nachman Norwood & Parrott
South Carolina
$2.28M -$103K -500 -4%
PNC
1285
Park National Corp
Ohio
$2.27M -$64.8K -313 -3%
W
1286
WealthStone
Ohio
$2.27M +$2.2M +10,631 New
SAM
1287
SignalPoint Asset Management
Missouri
$2.26M +$80.9K +391 +4%
AAM
1288
Aureus Asset Management
Massachusetts
$2.25M -$259K -1,250 -11%
WWM
1289
Windsor Wealth Management
Indiana
$2.25M +$264K +1,276 +14%
DI
1290
Diligent Investors
California
$2.25M -$49.7K -240 -2%
FHA
1291
Flagship Harbor Advisors
Massachusetts
$2.24M -$39.7K -192 -2%
OIM
1292
Orca Investment Management
Oregon
$2.21M -$341K -1,650 -14%
RIM
1293
Regent Investment Management
Kentucky
$2.21M -$102K -493 -5%
LWANC
1294
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M +$14.5K +70 +0.7%
MYIA
1295
Mount Yale Investment Advisors
Colorado
$2.2M -$1.31M -6,340 -36%
AC
1296
Addenda Capital
Quebec, Canada
$2.2M -$1.72M -8,328 -45%
WC
1297
Woodstock Corp
Massachusetts
$2.19M -$51.7K -250 -2%
SCM
1298
Silvant Capital Management
Georgia
$2.18M
Capstone Investment Advisors
1299
Capstone Investment Advisors
New York
$2.18M -$1.23M -5,949 -37%
PWMAG
1300
Pinnacle Wealth Management Advisory Group
New Jersey
$2.17M +$382K +1,845 +22%

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.