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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
CA
1426
Cortland Associates
Missouri
$1.64M
WP
1427
WealthSource Partners
California
$1.62M +$254K +1,229 +19%
GI
1428
GS Investments
Minnesota
$1.62M -$20.7K -100 -1%
CC
1429
Capital Counsel
New York
$1.62M
NIS
1430
National Investment Services
Wisconsin
$1.62M -$30.8K -149 -2%
KF
1431
Krilogy Financial
Missouri
$1.61M +$132K +636 +9%
ST
1432
Sabal Trust
Florida
$1.61M +$153K +738 +11%
NJBEST
1433
New Jersey Better Educational Savings Trust
New Jersey
$1.6M +$207K +1,000 +15%
WCM
1434
Whitener Capital Management
North Carolina
$1.6M +$186K +900 +14%
FAM
1435
Formidable Asset Management
Ohio
$1.59M +$1.6M +7,754 New
IMOV
1436
Investment Management of Virginia
Virginia
$1.59M -$1.55M -7,511 -50%
LAIC
1437
Lederer & Associates Investment Counsel
California
$1.59M -$5.17K -25 -0.3%
FLPIM
1438
F.L. Putnam Investment Management
Massachusetts
$1.59M -$107K -518 -7%
IWP
1439
Icon Wealth Partners
Texas
$1.59M -$26.3K -127 -2%
HPWM
1440
Highland Private Wealth Management
Washington
$1.58M +$25.5K +123 +2%
ATC
1441
Adirondack Trust Company
New York
$1.57M +$57.7K +279 +4%
HBWM
1442
Hollow Brook Wealth Management
New York
$1.56M -$15.7K -76 -1%
LPT
1443
Legacy Private Trust
Wisconsin
$1.56M +$247K +1,195 +19%
CL
1444
CSS LLC
Illinois
$1.56M
NP
1445
NorthRock Partners
Minnesota
$1.56M -$51.7K -250 -3%
WAG
1446
Winthrop Advisory Group
Massachusetts
$1.56M -$86.9K -420 -5%
THWM
1447
Taylor Hoffman Wealth Management
Virginia
$1.55M -$134K -647 -8%
CB
1448
Cadence Bank
Mississippi
$1.55M +$103K +500 +7%
LSPW
1449
Lake Street Private Wealth
Illinois
$1.54M -$1.66K -8 -0.1%
IIC
1450
Integrated Investment Consultants
Michigan
$1.54M +$24.8K +120 +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.