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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
CF
1401
Centaurus Financial
California
$1.74M +$1.39M +6,695 +457%
FMB
1402
Field & Main Bank
Kentucky
$1.74M -$21.7K -105 -1%
MPM
1403
Meritage Portfolio Management
Kansas
$1.74M +$534K +2,579 +46%
FFG
1404
Frisch Financial Group
New York
$1.72M -$530K -2,562 -24%
ACA
1405
Aptus Capital Advisors
Alabama
$1.71M +$252K +1,219 +18%
KWA
1406
KCS Wealth Advisory
California
$1.7M +$351K +1,698 +27%
Jacobs Levy Equity Management
1407
Jacobs Levy Equity Management
New Jersey
$1.69M +$420K +2,030 +34%
CW
1408
CreativeOne Wealth
Kansas
$1.69M +$1.64M +7,914 New
CII
1409
Capital International Inc
California
$1.69M +$1.38M +6,692 +549%
PP
1410
PDS Planning
Ohio
$1.68M -$59K -285 -3%
AT
1411
Arden Trust
Delaware
$1.68M +$43.7K +211 +3%
HCM
1412
Hall Capital Management
Rhode Island
$1.67M -$94.4K -456 -5%
CCG
1413
Cypress Capital Group
Florida
$1.67M +$3.93K +19 +0.2%
VNA
1414
Valley National Advisers
Pennsylvania
$1.67M -$62.3K -301 -4%
FA
1415
FCG Advisors
New Jersey
$1.67M -$19.9K -96 -1%
VCA
1416
Verdence Capital Advisors
Maryland
$1.67M +$116K +561 +8%
FC
1417
Ferris Capital
Massachusetts
$1.66M -$5.59K -27 -0.3%
AIS
1418
American Investment Services
Massachusetts
$1.66M
ANTB
1419
AMG National Trust Bank
Colorado
$1.66M +$611K +2,952 +54%
AAM
1420
Advisors Asset Management
Colorado
$1.65M -$36.8K -178 -2%
MCM
1421
Mengis Capital Management
Oregon
$1.65M +$97.3K +470 +10%
LBC
1422
Lowe Brockenbrough & Co
Virginia
$1.65M -$25.9K -125 -2%
IC
1423
Inverness Counsel
New York
$1.65M -$5.17K -25 -0.3%
CAI
1424
Capital Advisors Inc
Oklahoma
$1.65M +$644K +3,111 +68%
VCAM
1425
Van Cleef Asset Management
Ohio
$1.64M -$54.6K -264 -3%

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.