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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
CIM
1601
CIM Investment Management
Pennsylvania
$1.14M +$43.7K +211 +4%
EWM
1602
Elmwood Wealth Management
California
$1.14M -$23.8K -115 -2%
EWA
1603
ERTS Wealth Advisors
Michigan
$1.14M -$10.3K -50 -0.9%
OFW
1604
Omnia Family Wealth
Florida
$1.13M +$23.4K +113 +2%
SWA
1605
Stratos Wealth Advisors
Ohio
$1.13M +$65.4K +316 +6%
NB
1606
Northwest Bancshares
Pennsylvania
$1.13M
P
1607
&Partners
Tennessee
$1.13M +$414K +2,000 +61%
CIP
1608
Convergence Investment Partners
Florida
$1.12M +$16.6K +80 +2%
CWM
1609
Calamos Wealth Management
Illinois
$1.12M -$80.7K -390 -7%
BMCM
1610
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$20.7K +100 +2%
SWRP
1611
Summit Wealth & Retirement Planning
California
$1.12M
PCM
1612
Penserra Capital Management
California
$1.11M +$1.08M +5,232 New
NEGWA
1613
New England Guild Wealth Advisors
Connecticut
$1.11M -$396K -1,912 -27%
VCM
1614
Vision Capital Management
Oregon
$1.11M -$10.3K -50 -0.9%
S
1615
Seeyond
France
$1.11M -$12.2K -59 -1%
BIAS
1616
Beacon Investment Advisory Services
New Jersey
$1.11M
FMLI
1617
Fukoku Mutual Life Insurance
Japan
$1.11M -$62.1K -300 -5%
GCAC
1618
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.11M
HA
1619
Harfst & Associates
Wyoming
$1.1M -$41.4K -200 -4%
RIG
1620
Renaissance Investment Group
Massachusetts
$1.1M +$14.5K +70 +1%
GCM
1621
Gladius Capital Management
Illinois
$1.1M -$5.49M -26,527 -84%
JLBC
1622
J.L. Bainbridge & Co
Florida
$1.1M -$122K -591 -10%
BAAM
1623
Baker Avenue Asset Management
California
$1.1M -$29K -140 -3%
NL
1624
NVWM LLC
Pennsylvania
$1.1M +$19K +92 +2%
NB
1625
Nicolet Bankshares
Wisconsin
$1.08M

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.