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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
OPCM
1676
Osborne Partners Capital Management
California
$974K -$23.8K -115 -2%
WI
1677
Wedgewood Investors
Pennsylvania
$973K
SWP
1678
Strategic Wealth Partners
Ohio
$971K -$86.5K -418 -8%
MCM
1679
Monarch Capital Management
Indiana
$971K -$15.1K -73 -2%
AP
1680
Atwood & Palmer
Missouri
$969K -$6.21K -30 -0.7%
UCMOK
1681
United Capital Management of KS
Kansas
$969K +$63.1K +305 +7%
BWM
1682
Bernicke Wealth Management
Wisconsin
$960K +$60.8K +294 +7%
EB
1683
Eastern Bank
Massachusetts
$960K +$528K +2,554 +131%
B
1684
Bridgeworth
Alabama
$959K -$25.9K -125 -3%
SIM
1685
Sonora Investment Management
Arizona
$957K +$12.8K +62 +1%
IIM
1686
Intact Investment Management
Quebec, Canada
$956K +$41.4K +200 +5%
PHK
1687
Point72 Hong Kong
Hong Kong
$956K +$928K +4,486 New
JSL
1688
JT Stratford LLC
Georgia
$953K -$346K -1,670 -27%
FBT
1689
First Bankers Trust
Kentucky
$951K -$465K -2,246 -33%
OPA
1690
Old Port Advisors
Maine
$948K +$88.4K +427 +11%
HAIM
1691
Hunter Associates Investment Management
Pennsylvania
$947K
TW
1692
TrinityPoint Wealth
Connecticut
$945K -$7.04K -34 -0.7%
ATPW
1693
Ashton Thomas Private Wealth
Arizona
$945K +$2.48K +12 +0.3%
PM
1694
Penbrook Management
New York
$944K -$82.8K -400 -8%
EF
1695
Empirical Finance
Pennsylvania
$944K -$17.4K -84 -2%
LC
1696
LCNB Corp
Ohio
$941K -$6.62K -32 -0.7%
WAS
1697
WESPAC Advisors SoCal
California
$937K -$20.7K -100 -2%
RW
1698
RVW Wealth
California
$936K -$207K -1,000 -19%
TI
1699
Truepoint Inc
Ohio
$935K -$421K -2,037 -32%
PCMK
1700
Paragon Capital Management (Kansas)
Kansas
$933K

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.