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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
LCM
1801
LVM Capital Management
Michigan
$772K
FIA
1802
Foundations Investment Advisors
Arizona
$771K +$74.5K +360 +11%
GSWM
1803
Golden State Wealth Management
California
$768K -$30K -145 -4%
ONST
1804
Old North State Trust
North Carolina
$768K -$14.1K -68 -2%
OCM
1805
Osbon Capital Management
Massachusetts
$768K +$746K +3,605 New
RWM
1806
Ritholtz Wealth Management
New York
$766K -$130K -628 -15%
GGI
1807
Godsey & Gibb Inc
Virginia
$765K -$48.6K -235 -6%
HFA
1808
Huber Financial Advisors
Illinois
$763K +$3.31K +16 +0.4%
JGUA
1809
John G. Ullman & Associates
New York
$762K
TAM
1810
Trillium Asset Management
Massachusetts
$760K -$67.2K -325 -8%
LFA
1811
Legend Financial Advisors
Pennsylvania
$759K +$6.21K +30 +0.8%
PHIMC
1812
Private Harbour Investment Management & Counsel
Ohio
$758K -$1.03K -5 -0.1%
SGK
1813
Steigerwald Gordon & Koch
Virginia
$757K -$11.4K -55 -2%
Aristotle Capital Management
1814
Aristotle Capital Management
California
$757K
TMAM
1815
Tokio Marine Asset Management
Japan
$753K +$85.9K +415 +13%
SG
1816
Strid Group
Pennsylvania
$752K
OAM
1817
Oxford Asset Management
United Kingdom
$745K -$600K -2,899 -45%
FNFDCM
1818
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$745K
LPIC
1819
LeJeune Puetz Investment Counsel
Michigan
$743K -$42.6K -206 -6%
GSBTD
1820
Glenview State Bank Trust Department
Illinois
$743K +$36.2K +175 +5%
OC
1821
Oakworth Capital
Alabama
$742K -$20.3K -98 -3%
LBC
1822
Lawrence B. Cohen
$741K -$115K -555 -14%
BCM
1823
Boltwood Capital Management
California
$740K
PWSG
1824
Pacific Wealth Strategies Group
California
$738K +$12.4K +60 +2%
SA
1825
Sunesis Advisors
Kansas
$737K

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.