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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
MCM
1576
Maryland Capital Management
Maryland
$1.21M +$332K +1,606 +39%
SS
1577
Simplicity Solutions
Minnesota
$1.21M -$6.22M -30,061 -84%
NFG
1578
Nadler Financial Group
Illinois
$1.2M +$98.9K +478 +9%
TA
1579
Townsend & Associates
Colorado
$1.2M +$142K +684 +14%
MFG
1580
MidWestOne Financial Group
Iowa
$1.2M +$1.17M +5,639 New
GLI
1581
Guardian Life Insurance
New York
$1.2M +$5.38K +26 +0.5%
GWM
1582
Greenwich Wealth Management
Connecticut
$1.2M +$35.6K +172 +3%
SFG
1583
Summit Financial Group
West Virginia
$1.2M -$20.7K -100 -2%
AFG
1584
Arkansas Financial Group
Arkansas
$1.19M
SIG
1585
Sargent Investment Group
Maryland
$1.19M -$501K -2,420 -30%
AMG
1586
Asset Management Group
Connecticut
$1.18M -$29K -140 -2%
BAM
1587
Baldrige Asset Management
Pennsylvania
$1.18M -$20.1K -97 -2%
HRC
1588
Hoertkorn Richard Charles
$1.17M -$197K -950 -15%
HCM
1589
Harvey Capital Management
Florida
$1.17M
TPWA
1590
TRUE Private Wealth Advisors
Oregon
$1.17M +$51.5K +249 +5%
SPC
1591
Stewart & Patten Company
California
$1.16M -$10.3K -50 -0.9%
SWK
1592
Stephen W. Kidder
$1.16M
MCM
1593
Maple Capital Management
Vermont
$1.16M +$76.8K +371 +7%
PAS
1594
Partnervest Advisory Services
California
$1.16M -$46.8K -226 -4%
ACS
1595
Archford Capital Strategies
Illinois
$1.15M +$78.4K +379 +8%
NOCM
1596
Night Owl Capital Management
Connecticut
$1.15M +$600K +2,900 +116%
MLFP
1597
MPS Loria Financial Planners
Illinois
$1.15M
LFA
1598
Legacy Financial Advisors
Kentucky
$1.15M -$18.6K -90 -2%
AOWM
1599
Alpha Omega Wealth Management
Virginia
$1.15M +$18.6K +90 +2%
OIA
1600
Optimum Investment Advisors
Illinois
$1.15M -$31K -150 -3%

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.