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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
PTC
1551
Provident Trust Company
Wisconsin
$1.28M
CFD
1552
Creative Financial Designs
Indiana
$1.28M +$313K +1,512 +34%
Cohen & Steers
1553
Cohen & Steers
New York
$1.28M -$226K -1,093 -15%
QOP
1554
Quinn Opportunity Partners
Virginia
$1.28M +$621K +3,000 +100%
HI
1555
Hudock Inc
Pennsylvania
$1.28M -$139K -670 -10%
BST
1556
Bath Savings Trust
Maine
$1.28M -$5.79K -28 -0.5%
UAS
1557
United Asset Strategies
New York
$1.28M +$19.7K +95 +2%
CCFM
1558
Clear Creek Financial Management
Washington
$1.27M +$1.24M +5,981 New
LWM
1559
Lyell Wealth Management
California
$1.27M -$4.14K -20 -0.3%
FPFS
1560
First Personal Financial Services
North Carolina
$1.26M +$37.9K +183 +3%
AIP
1561
Ahrens Investment Partners
Louisiana
$1.26M -$162K -785 -12%
SCM
1562
Schnieders Capital Management
California
$1.26M -$13.4K -65 -1%
GCM
1563
Gibraltar Capital Management
Oklahoma
$1.26M
ITIM
1564
Indiana Trust & Investment Management
Indiana
$1.26M +$113K +544 +10%
STA
1565
Summit Trail Advisors
New York
$1.26M -$36.2K -175 -3%
SMC
1566
Smith, Moore & Co
Missouri
$1.26M +$10.8K +52 +0.9%
LC
1567
Lindbrook Capital
California
$1.25M -$95.2K -460 -7%
GCA
1568
Gradient Capital Advisors
California
$1.24M +$14.3K +69 +1%
TVWM
1569
Tower View Wealth Management
Wisconsin
$1.24M -$1.16M -5,610 -49%
JIP
1570
Jaffetilchin Investment Partners
Florida
$1.23M +$1.19M +5,770 New
BWA
1571
Burt Wealth Advisors
Maryland
$1.22M
LJHT
1572
Laurie J. Hall Trustee
$1.22M
NGA
1573
Naples Global Advisors
Florida
$1.21M -$39.7K -192 -3%
VA
1574
Valmark Advisers
Ohio
$1.21M -$31K -150 -3%
SIC
1575
SFE Investment Counsel
California
$1.21M +$4.14K +20 +0.4%

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.