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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
FNBSF
1526
First National Bank Sioux Falls
South Dakota
$1.34M -$87.9K -425 -6%
LF
1527
Lee Financial
Texas
$1.34M +$83.6K +404 +7%
PIA
1528
Phoenix Investment Adviser
New York
$1.33M -$435K -2,100 -25%
CBB
1529
Citizens Business Bank
California
$1.33M +$118K +570 +10%
VWM
1530
Venturi Wealth Management
Texas
$1.33M +$35.4K +171 +3%
BCA
1531
Berman Capital Advisors
Georgia
$1.33M +$170K +820 +15%
NIM
1532
NuWave Investment Management
New Jersey
$1.33M -$130K -627 -9%
RGIA
1533
Rainier Group Investment Advisory
Washington
$1.33M +$586K +2,833 +83%
KFP
1534
KMG Fiduciary Partners
Ohio
$1.33M +$206K +997 +19%
IG
1535
ING Group
Netherlands
$1.33M -$45.3K -219 -3%
EDRIA
1536
Edmonds Duncan Registered Investment Advisors
Kansas
$1.32M
HIC
1537
Holderness Investments Company
North Carolina
$1.32M +$46.6K +225 +4%
LJAC
1538
L.J. Altfest & Co
New York
$1.32M -$78.8K -381 -6%
BF
1539
Blankinship & Foster
California
$1.32M
NA
1540
Nottingham Advisors
New York
$1.31M +$18.8K +91 +1%
IFWM
1541
Institute for Wealth Management
Colorado
$1.31M +$1.27M +6,157 New
DI
1542
Dalton Investments
Nevada
$1.31M
DPIM
1543
Duff & Phelps Investment Management
Illinois
$1.31M
SFA
1544
Semmax Financial Advisors
North Carolina
$1.31M +$586K +2,832 +85%
IAS
1545
IMA Advisory Services
Colorado
$1.31M -$1.66K -8 -0.1%
EWM
1546
Endurance Wealth Management
Rhode Island
$1.31M
REMPR
1547
Roof Eidam Maycock Peralta (REMP)
California
$1.3M
BHTS
1548
Bar Harbor Trust Services
Maine
$1.3M
FNBOSM
1549
First National Bank of South Miami
Florida
$1.29M -$37K -179 -3%
MA
1550
MCF Advisors
Kentucky
$1.29M +$505K +2,440 +68%

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.