We are live on ! Find out more
BRK.B icon

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
FPCP
1301
Fort Point Capital Partners
California
$2.17M -$3.73K -18 -0.2%
JFA
1302
JNBA Financial Advisors
Minnesota
$2.17M
IIC
1303
Ironwood Investment Counsel
Arizona
$2.17M +$12.4K +60 +0.6%
V
1304
VeraBank
Texas
$2.16M
DSC
1305
Duncker Streett & Co
Missouri
$2.16M +$7.45K +36 +0.4%
LIA
1306
LBMC Investment Advisors
Tennessee
$2.16M +$36.2K +175 +2%
WAM
1307
Weatherly Asset Management
California
$2.16M -$5.38K -26 -0.3%
GH
1308
GAM Holding
Switzerland
$2.16M +$2.09M +10,120 New
TAM
1309
Tealwood Asset Management
Minnesota
$2.15M +$14.5K +70 +0.7%
Credit Agricole
1310
Credit Agricole
France
$2.15M +$442K +2,135 +27%
CH
1311
Canton Hathaway
Rhode Island
$2.14M +$69.3K +335 +3%
RHDIC
1312
R.H. Dinel Investment Counsel
California
$2.14M
Balyasny Asset Management
1313
Balyasny Asset Management
Illinois
$2.14M +$839K +4,055 +68%
HAI
1314
Hennessy Advisors Inc
California
$2.13M
BCM
1315
BTR Capital Management
California
$2.13M -$10.3K -50 -0.5%
DI
1316
DFPG Investments
Utah
$2.13M +$127K +613 +7%
SL
1317
Signition LP
New York
$2.13M +$207 +1 +0%
FNC
1318
First National Corp
Massachusetts
$2.13M +$102K +492 +5%
Fuller & Thaler Asset Management
1319
Fuller & Thaler Asset Management
California
$2.12M -$311K -1,505 -13%
TWM
1320
Torch Wealth Management
Ohio
$2.11M -$29.4K -142 -1%
VAS
1321
Vestmark Advisory Solutions
Massachusetts
$2.11M -$621 -3 -0%
BE
1322
Bonness Enterprises
District of Columbia
$2.08M
LRPA
1323
L. Roy Papp & Associates
Arizona
$2.07M +$823K +3,976 +69%
AL
1324
AJO LP
Pennsylvania
$2.07M +$811K +3,918 +68%
BCI
1325
Brinker Capital Investments
Pennsylvania
$2.05M +$429K +2,074 +28%

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.