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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
ACI
151
AMP Capital Investors
Australia
$139M -$726K -3,508 -0.5%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$137M +$14.9M +71,823 +13%
AIG
153
American International Group
New York
$134M -$3.26M -15,737 -2%
JFL
154
Jarislowsky, Fraser Ltd
Quebec, Canada
$133M +$15.6M +75,383 +14%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$131M -$12.5M -60,573 -9%
CA
156
Commerzbank Aktiengesellschaft
Germany
$124M +$14.6M +70,580 +14%
William Blair & Company
157
William Blair & Company
Illinois
$123M +$6.53M +31,551 +6%
AI
158
Ariel Investments
Illinois
$122M -$1.34M -6,499 -1%
DC
159
Davenport & Co
Virginia
$121M -$1.76M -8,527 -1%
AACR
160
ACR Alpine Capital Research
Missouri
$120M -$4.48M -21,643 -4%
MAMU
161
Marathon Asset Management (UK)
United Kingdom
$120M +$2.17M +10,507 +2%
MIS
162
Morningstar Investment Services
Illinois
$120M -$2.14M -10,319 -2%
Artisan Partners
163
Artisan Partners
Wisconsin
$116M +$3.14M +15,158 +3%
MIM
164
MetLife Investment Management
New Jersey
$114M -$3.85M -18,621 -3%
BO
165
BRR OpCo
Ohio
$113M -$662K -3,200 -0.6%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$109M -$3.29M -15,923 -3%
LDB
167
Lee, Danner & Bass
Tennessee
$108M +$2.57M +12,442 +3%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$108M +$6.52M +31,505 +7%
ProShare Advisors
169
ProShare Advisors
Maryland
$107M -$5.31M -25,678 -5%
AA
170
ALPS Advisors
Colorado
$107M -$6.5M -31,404 -6%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$105M -$13.4M -64,962 -12%
MSL
172
Mackay Shields LLC
New York
$105M -$9.48M -45,833 -9%
SRIM
173
Saratoga Research & Investment Management
California
$100M +$3.51M +16,970 +4%
LC
174
Lourd Capital
California
$98.5M -$2.45M -11,859 -3%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$95.9M +$10.9M +52,553 +12%

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.