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
CCM
1351
Community Capital Management
Florida
$1.92M +$695K +3,361 +60%
DRS
1352
Deane Retirement Strategies
Louisiana
$1.92M +$24.8K +120 +1%
KWM
1353
Kingsview Wealth Management
Oregon
$1.92M -$1.75M -8,434 -48%
BW
1354
Bison Wealth
Georgia
$1.91M
IWA
1355
IBEX Wealth Advisors
New Jersey
$1.91M -$364K -1,761 -16%
CA
1356
Calton & Associates
Florida
$1.9M +$152K +733 +9%
BCM
1357
Becker Capital Management
Oregon
$1.9M +$173K +838 +10%
TWA
1358
Tillar-Wenstrup Advisors
Ohio
$1.89M -$24.4K -118 -1%
WHG
1359
Westwood Holdings Group
Texas
$1.88M +$29K +140 +2%
SFSIG
1360
San Francisco Sentry Investment Group
California
$1.88M +$30.2K +146 +2%
OC
1361
Oarsman Capital
Wisconsin
$1.88M +$52.4K +253 +3%
AWA
1362
Acorn Wealth Advisors
Michigan
$1.88M -$19.4K -94 -1%
B
1363
Bailard
California
$1.87M +$78K +377 +4%
TA
1364
Tiedemann Advisors
New York
$1.87M -$1.13M -5,451 -38%
WA
1365
Winfield Associates
Ohio
$1.87M -$17.6K -85 -1%
EGA
1366
E&G Advisors
Texas
$1.87M -$41.4K -200 -2%
WG
1367
Welch Group
Alabama
$1.86M +$94.1K +455 +5%
SIM
1368
Stratos Investment Management
Ohio
$1.85M +$466K +2,252 +35%
WSCM
1369
Wellington Shields Capital Management
New York
$1.85M +$27.9K +135 +2%
FWP
1370
FAS Wealth Partners
Kansas
$1.85M -$178K -860 -9%
CASB
1371
Cape Ann Savings Bank
Massachusetts
$1.84M -$29.8K -144 -2%
GRP
1372
Global Retirement Partners
California
$1.84M +$161K +780 +10%
PFSC
1373
Peoples Financial Services Corp
Pennsylvania
$1.83M -$20.7K -100 -1%
MMHP
1374
Murphy Middleton Hinkle & Parker
Georgia
$1.83M -$63.9K -309 -3%
MM
1375
Midas Management
New York
$1.83M -$93.1K -450 -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.