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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
OIWM
1826
OptiFour Integrated Wealth Management
Virginia
$736K
PPSG
1827
Princeton Portfolio Strategies Group
New Jersey
$734K
WAAG
1828
Wealth Alliance Advisory Group
Kansas
$732K +$32.9K +159 +5%
CHC
1829
City Holding Co
West Virginia
$731K +$47.8K +231 +7%
CGA
1830
Crescent Grove Advisors
Illinois
$729K +$62.7K +303 +10%
QI
1831
Qtron Investments
Massachusetts
$727K +$277K +1,340 +65%
PIM
1832
Provident Investment Management
Michigan
$725K
SMH
1833
Sanders Morris Harris
Texas
$725K +$704K +3,400 New
WFM
1834
Wolff Financial Management
Michigan
$723K +$7.04K +34 +1%
GLA
1835
Good Life Advisors
Pennsylvania
$721K +$13.2K +64 +2%
FNBOH
1836
First National Bank of Hutchinson
Kansas
$721K +$14.5K +70 +2%
PIP
1837
Peachtree Investment Partners
Florida
$715K -$89K -430 -11%
AAM
1838
American Asset Management
Florida
$715K +$694K +3,356 New
FMTC
1839
Farmers & Merchants Trust Company
California
$712K +$79K +382 +13%
MF
1840
Magnetar Financial
Illinois
$711K
PC
1841
Permit Capital
Pennsylvania
$709K
BONST
1842
Bank of Nova Scotia Trust
Ontario, Canada
$707K -$44.1K -213 -6%
RA
1843
RFG Advisory
Alabama
$707K +$85.3K +412 +14%
WSC
1844
Wellington Shields & Co
New York
$705K +$46.8K +226 +7%
WA
1845
Waverly Advisors
Alabama
$704K +$20.7K +100 +3%
KLCM
1846
KG&L Capital Management
Louisiana
$702K -$98.7K -477 -13%
AIP
1847
Almanack Investment Partners
Pennsylvania
$701K +$184K +890 +37%
BMM
1848
Buffington Mohr McNeal
Idaho
$700K
WIA
1849
World Investment Advisors
California
$699K +$83.6K +404 +13%
FIM
1850
Fernwood Investment Management
Massachusetts
$698K -$5.17K -25 -0.8%

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.