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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
BIA
1776
Biondo Investment Advisors
Pennsylvania
$810K -$45.5K -220 -5%
BCM
1777
Bienville Capital Management
New York
$810K
WAOTB
1778
Wealth Advisors of Tampa Bay
Florida
$810K
BP
1779
BBR Partners
New York
$810K +$38.9K +188 +5%
MCM
1780
Marsico Capital Management
Colorado
$806K
PCIA
1781
Prime Capital Investment Advisors
Kansas
$801K -$124K -599 -14%
SIC
1782
Sigma Investment Counselors
Michigan
$800K +$9.72K +47 +1%
LCM
1783
Liberty Capital Management
Michigan
$796K +$232K +1,120 +43%
ABTD
1784
Arvest Bank Trust Division
Oklahoma
$792K -$8.28K -40 -1%
LRIA
1785
Leonard Rickey Investment Advisors
Washington
$792K +$31.5K +152 +4%
LOAMS
1786
Lombard Odier Asset Management (Switzerland)
Switzerland
$789K -$102K -492 -12%
FSA
1787
Fort Sheridan Advisors
Illinois
$788K +$62.1K +300 +9%
SGI
1788
Summit Global Investments
Utah
$788K +$765K +3,695 New
RWA
1789
River Wealth Advisors
Pennsylvania
$787K
CCM
1790
Carlson Capital Management
Minnesota
$785K -$37.5K -181 -5%
CAW
1791
Cornerstone Advisors (Washington)
Washington
$785K +$79K +382 +12%
PWAP
1792
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$783K +$10.3K +50 +1%
WCA
1793
Windsor Creek Advisors
Vermont
$781K
BI
1794
Ballast Inc
Kentucky
$779K -$31K -150 -4%
B
1795
Bellecapital
Switzerland
$778K
MFP
1796
Meridian Financial Partners
Virginia
$777K +$4.14K +20 +0.6%
WLIM
1797
White Lighthouse Investment Management
Massachusetts
$777K +$87.9K +425 +13%
HFA
1798
High Falls Advisors
New York
$774K -$15.9K -77 -2%
CC
1799
Cornerstone Capital
California
$774K -$15.5K -75 -2%
AF
1800
Affiance Financial
Minnesota
$774K

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.