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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
HCMNY
1476
Howard Capital Management (New York)
New York
$1.48M -$19.9K -96 -1%
Cetera Investment Advisers
1477
Cetera Investment Advisers
Illinois
$1.48M +$22.3K +108 +2%
WPC
1478
Waters Parkerson & Co
Louisiana
$1.48M
HCIA
1479
Hochman Cole Investment Advisors
Illinois
$1.47M
AO
1480
Allen Operations
New York
$1.47M +$1.43M +6,906 New
WIA
1481
Wealthstreet Investment Advisors
Texas
$1.47M +$174K +840 +14%
BFG
1482
Bouchey Financial Group
New York
$1.47M +$8.28K +40 +0.6%
QCM
1483
Quest Capital Management
Texas
$1.47M +$63.1K +305 +5%
JAFL
1484
Jay A. Fishman Ltd
Michigan
$1.46M -$222K -1,075 -14%
BWM
1485
BerganKDV Wealth Management
Minnesota
$1.46M +$798K +3,858 +129%
AB
1486
Atlas Brown
Kentucky
$1.46M +$199K +963 +16%
RPC
1487
Rossmore Private Capital
Connecticut
$1.46M -$3.1K -15 -0.2%
CAC
1488
Certified Advisory Corp
Florida
$1.46M -$166K -801 -10%
SC
1489
Searle & Co
Connecticut
$1.46M
DJSG
1490
D.J. St. Germain
Massachusetts
$1.46M +$101K +490 +8%
RT
1491
Rockland Trust
Massachusetts
$1.45M +$91.7K +443 +7%
FFSOTS
1492
Fiduciary Financial Services of The Southwest
Texas
$1.44M +$414 +2 +0%
MWM
1493
Modera Wealth Management
New Jersey
$1.44M +$66.8K +323 +5%
PWM
1494
PRW Wealth Management
Massachusetts
$1.43M
MWA
1495
MFA Wealth Advisors
Pennsylvania
$1.43M -$13K -63 -0.9%
FWSM
1496
First Wilshire Securities Management
California
$1.43M +$778K +3,760 +128%
W
1497
Wealthquest
Ohio
$1.41M
HC
1498
Hamilton Capital
Ohio
$1.4M +$726K +3,510 +115%
HH
1499
Hilltop Holdings
Texas
$1.4M +$31.5K +152 +2%
IDA
1500
Intelligence Driven Advisers
California
$1.4M +$46.6K +225 +4%

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.