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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
KTA
1851
Keeley-Teton Advisors
Illinois
$695K
ACP
1852
Arcus Capital Partners
Georgia
$692K +$43.2K +209 +7%
PPCM
1853
Pillar Pacific Capital Management
California
$691K +$4.55K +22 +0.7%
FC
1854
Financial Consulate
Maryland
$688K -$414 -2 -0.1%
BIA
1855
Bigelow Investment Advisors
Maine
$686K -$3.93K -19 -0.6%
IWA
1856
Inspirion Wealth Advisors
Illinois
$685K -$5.79K -28 -0.9%
AMG
1857
Advisors Management Group
Wisconsin
$683K
WB
1858
Webster Bank
Connecticut
$683K
CWM
1859
Circle Wealth Management
New Jersey
$683K +$247K +1,195 +59%
KBG
1860
Kahn Brothers Group
New York
$682K +$662K +3,200 New
CI
1861
Capital International
California
$682K
MWM
1862
Mascoma Wealth Management
New Hampshire
$681K
ALAM
1863
Asahi Life Asset Management
Japan
$680K +$22.8K +110 +4%
LB
1864
Legacy Bridge
Iowa
$679K
CSM
1865
CAMG Solamere Management
North Carolina
$677K
OAJ
1866
Ogorek Anthony Joseph
New York
$675K +$51.7K +250 +9%
PPP
1867
Private Portfolio Partners
New Jersey
$672K +$86.7K +419 +15%
SLT
1868
St Louis Trust
Missouri
$671K
JF
1869
JSF Financial
California
$667K +$71.4K +345 +12%
HR
1870
Hardy Reed
Mississippi
$666K +$47.2K +228 +8%
PCFFS
1871
Pacific Center for Financial Services
California
$664K
AWM
1872
Aries Wealth Management
Maine
$662K
CP
1873
Camelot Portfolios
Ohio
$661K -$186K -900 -22%
CC
1874
Claybrook Capital
Massachusetts
$660K
CCM
1875
Colorado Capital Management
Colorado
$659K

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.