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
TD Asset Management
126
TD Asset Management
Ontario, Canada
$175M +$14.3M +68,957 +9%
DWA
127
Douglass Winthrop Advisors
New York
$173M +$9.23M +44,626 +6%
WIM
128
Weitz Investment Management
Nebraska
$173M +$1.49M +7,215 +0.9%
BGIM
129
Brandywine Global Investment Management
Pennsylvania
$170M -$7.34M -35,484 -4%
American Century Companies
130
American Century Companies
Missouri
$169M +$42.3M +204,302 +35%
US Bancorp
131
US Bancorp
Minnesota
$167M -$4.07M -19,661 -2%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$162M -$73.6M -355,586 -32%
Stifel Financial
133
Stifel Financial
Missouri
$161M -$3.77M -18,238 -2%
CA
134
Cortland Advisers
Delaware
$157M -$25.3M -122,392 -14%
Aviva
135
Aviva
United Kingdom
$152M +$3.01M +14,561 +2%
SOMRS
136
State of Michigan Retirement System
Michigan
$152M -$31M -149,600 -17%
USAA
137
United Services Automobile Association
Texas
$149M -$9.84M -47,569 -6%
SI
138
Scharf Investments
California
$147M +$20.8M +100,298 +17%
Asset Management One
139
Asset Management One
Japan
$147M +$11.8M +56,968 +9%
ESBC
140
E.S. Barr & Co
Kentucky
$147M -$1.34M -6,476 -0.9%
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$147M +$4.41M +21,289 +3%
SL
142
SWF LLC
Nebraska
$145M +$15.5M +75,000 +12%
PC
143
Polar Capital
United Kingdom
$145M +$3.79M +18,300 +3%
EIG
144
EdgePoint Investment Group
Ontario, Canada
$145M +$4.81M +23,243 +4%
PAM
145
Panagora Asset Management
Massachusetts
$145M +$225K +1,088 +0.2%
GIM
146
Greylin Investment Management
Virginia
$143M -$695K -3,361 -0.5%
FMI
147
Factory Mutual Insurance
Massachusetts
$143M +$869K +4,200 +0.6%
WM
148
WS Management
Florida
$142M +$92.5M +447,000 +202%
Citadel Advisors
149
Citadel Advisors
Florida
$141M +$577K +2,787 +0.4%
VNIM
150
Vaughan Nelson Investment Management
Texas
$140M +$7.43M +35,930 +6%

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.