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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
AWE
1876
Avidian Wealth Enterprises
Texas
$658K +$13.2K +64 +2%
SWM
1877
SeaCrest Wealth Management
New York
$656K -$676K -3,266 -51%
PWAG
1878
Polaris Wealth Advisory Group
California
$654K -$2.07K -10 -0.3%
RHAM
1879
Round Hill Asset Management
California
$653K -$15.5K -75 -2%
DMC
1880
Drexel Morgan & Co
Pennsylvania
$653K
I
1881
IberiaBank
Louisiana
$651K +$43.7K +211 +7%
TCM
1882
Tradewinds Capital Management
Washington
$648K
FCM
1883
Fairbanks Capital Management
California
$645K
PGA
1884
Portland Global Advisors
Maine
$645K +$38.7K +187 +7%
STMM
1885
South Texas Money Management
Texas
$644K -$114K -553 -15%
CCM
1886
Crossvault Capital Management
Texas
$644K
MPIA
1887
Mountain Pacific Investment Advisers
Idaho
$640K -$181K -875 -23%
WAM
1888
Winslow Asset Management
Ohio
$638K +$28.3K +137 +5%
APG
1889
Abacus Planning Group
South Carolina
$638K +$74.7K +361 +14%
CMI
1890
Clare Market Investments
Texas
$636K +$2.9K +14 +0.5%
GKWIM
1891
Gerber Kawasaki Wealth & Investment Management
California
$635K -$38.1K -184 -6%
HIIFS
1892
Harel Insurance Investments & Financial Services
Israel
$635K +$290K +1,400 +89%
BWM
1893
Brickley Wealth Management
California
$634K +$13.9K +67 +2%
AHB
1894
Abner Herrman & Brock
New Jersey
$632K -$11.6K -56 -2%
FNB
1895
Farmers National Bank
Kentucky
$631K
RWM
1896
RBA Wealth Management
California
$628K +$610K +2,946 New
CPA
1897
Capital Planning Advisors
California
$625K -$21.3K -103 -3%
PP
1898
PagnatoKarp Partners
Virginia
$625K +$13.4K +65 +2%
RWM
1899
Reston Wealth Management
Virginia
$622K -$21.7K -105 -3%
GC
1900
Gibson Capital
Pennsylvania
$621K

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.