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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
SIC
1376
Schwartz Investment Counsel
Michigan
$1.83M
ASC
1377
Atalanta Sosnoff Capital
New York
$1.82M -$101K -490 -5%
SCA
1378
Sippican Capital Advisors
Massachusetts
$1.82M -$9.31K -45 -0.5%
RWA
1379
RGT Wealth Advisors
Texas
$1.82M +$369K +1,781 +26%
NAM
1380
NTV Asset Management
West Virginia
$1.82M -$20.5K -99 -1%
BBNA
1381
Bremer Bank National Association
Minnesota
$1.81M -$66K -319 -4%
AIL
1382
AGF Investments LLC
Ontario, Canada
$1.8M +$1.11M +5,367 +173%
TSS
1383
Thomas Story & Son
Indiana
$1.8M +$41.4K +200 +2%
WA
1384
WealthTrust Axiom
Pennsylvania
$1.8M
AFP
1385
Ausdal Financial Partners
Iowa
$1.8M -$1.03K -5 -0.1%
UBG
1386
United Bank (Georgia)
Georgia
$1.79M +$12.4K +60 +0.7%
MMG
1387
Monetary Management Group
Missouri
$1.79M +$705K +3,405 +68%
CCMG
1388
Clark Capital Management Group
Pennsylvania
$1.78M +$50.3K +243 +3%
MFS
1389
Madrona Financial Services
Washington
$1.78M
CS
1390
Comerica Securities
Michigan
$1.78M +$42.8K +207 +3%
KCM
1391
Kornitzer Capital Management
Kansas
$1.77M
RCA
1392
Rowland Carmichael Advisors
Arizona
$1.77M +$62.1K +300 +4%
GC
1393
Garde Capital
Washington
$1.77M -$67.5K -326 -4%
FMC
1394
First Merchants Corp
Indiana
$1.77M -$19K -92 -1%
TL
1395
TrueWealth LLC
Georgia
$1.76M -$3.52K -17 -0.2%
AMM
1396
American Money Management
California
$1.76M +$217K +1,050 +15%
RHJA
1397
Rice Hall James & Associates
California
$1.75M
BFPW
1398
BOK Financial Private Wealth
Colorado
$1.75M +$115K +556 +7%
SFFS
1399
Stonehage Fleming Financial Services
Jersey
$1.75M -$416K -2,009 -20%
WA1
1400
Wimmer Associates 1
California
$1.74M -$36.2K -175 -2%

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.