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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
TCOT
1651
Trust Company of Toledo
Ohio
$1.02M
HDIM
1652
Hanson & Doremus Investment Management
Vermont
$1.02M +$231K +1,114 +30%
LWM
1653
Liberty Wealth Management
California
$1.02M +$143K +690 +17%
SFS
1654
Strategic Financial Services
New York
$1.01M +$450K +2,175 +84%
ACM
1655
Argent Capital Management
Missouri
$1.01M
I2I
1656
Insight 2811 Inc
Illinois
$1.01M +$72K +348 +8%
JA
1657
JOYN Advisors
Georgia
$1.01M +$135K +653 +15%
DWM
1658
Dorchester Wealth Management
Quebec, Canada
$1.01M +$275K +1,330 +39%
MJP
1659
Michael J. Puzo
$1.01M
IWA
1660
Intercontinental Wealth Advisors
Texas
$1M -$695K -3,360 -42%
PP
1661
Patten & Patten
Tennessee
$1M -$19.9K -96 -2%
CAL
1662
Capital Analysts LLC
Pennsylvania
$1M -$10.3K -50 -1%
AAP
1663
Arax Advisory Partners
Colorado
$1M +$975K +4,710 New
DAM
1664
Doheny Asset Management
California
$1M -$4.14K -20 -0.4%
SCM
1665
Sterneck Capital Management
Missouri
$999K
CFA
1666
Capstone Financial Advisors
Illinois
$999K +$82.1K +397 +9%
CAM
1667
Costello Asset Management
Pennsylvania
$994K
PNAA
1668
Pictet North America Advisors
Switzerland
$991K
NIC
1669
Northwest Investment Counselors
Oregon
$989K +$25.9K +125 +3%
COI
1670
Capital One Investing
Virginia
$987K +$143K +689 +17%
PFA
1671
Pettinga Financial Advisors
Indiana
$981K -$18K -87 -2%
Edgewood Management
1672
Edgewood Management
Connecticut
$981K
JGIA
1673
Jackson Grant Investment Advisers
Connecticut
$981K
WGA
1674
Weather Gauge Advisory
Virginia
$981K
GI
1675
Glovista Investments
New Jersey
$978K -$109K -525 -10%

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.