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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
EFSCE
1326
Enterprise Financial Services Corp (EFSC)
Missouri
$2.04M -$69.7K -337 -3%
RFN
1327
RDA Financial Network
Iowa
$2.04M +$73.2K +354 +4%
TSWM
1328
Triangle Securities Wealth Management
North Carolina
$2.04M +$80.1K +387 +4%
CRWM
1329
Castle Rock Wealth Management
California
$2.04M +$1.98M +9,556 New
SFG
1330
SNS Financial Group
Minnesota
$2.03M +$154K +743 +8%
CFS
1331
CRA Financial Services
New Jersey
$2.03M +$35.2K +170 +2%
LCS
1332
Levin Capital Strategies
New York
$2.01M -$207K -1,000 -10%
IIA
1333
IPG Investment Advisors
California
$2M -$214K -1,036 -10%
NCM
1334
Next Capital Management
New York
$2M +$21.7K +105 +1%
SAM
1335
Security Asset Management
New York
$1.99M
ARMC
1336
American Research & Management Company
Massachusetts
$1.99M -$72.4K -350 -4%
CC
1337
Caxton Corporation
New Jersey
$1.99M
PS
1338
Portfolio Strategies
New York
$1.98M +$4.14K +20 +0.2%
KAH
1339
Kathryn A. Hall
$1.97M -$290K -1,400 -13%
KTC
1340
Kistler-Tiffany Companies
Pennsylvania
$1.95M +$349K +1,688 +23%
ACM
1341
Ashford Capital Management
Delaware
$1.95M -$82.8K -400 -4%
PGWM
1342
Parisi Gray Wealth Management
New Jersey
$1.95M +$13.2K +64 +0.7%
FI
1343
FormulaFolio Investments
Michigan
$1.95M -$115K -557 -6%
ZIC
1344
ZWJ Investment Counsel
Georgia
$1.93M +$507K +2,450 +37%
WAP
1345
Wealthcare Advisory Partners
Pennsylvania
$1.93M +$273K +1,317 +17%
KPW
1346
Kore Private Wealth
New York
$1.93M -$36.6K -177 -2%
NWM
1347
Northwest Wealth Management
Iowa
$1.92M +$46.1K +223 +3%
PFS
1348
Prospera Financial Services
Texas
$1.92M +$1.86M +8,994 New
RM
1349
Resource Management
Louisiana
$1.92M +$72.6K +351 +4%
PFS
1350
Physicians Financial Services
North Carolina
$1.92M +$160K +775 +9%

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.