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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
MIH
1901
Meitav Investment House
Israel
$620K -$15.5K -75 -2%
LBD
1902
Landsberg Bennett & Dubbaneh
Florida
$619K
SSA
1903
South Street Advisors
New York
$616K
HAG
1904
HighPoint Advisor Group
Illinois
$614K
AIA
1905
Alera Investment Advisors
Illinois
$613K +$13.2K +64 +2%
BWA
1906
BDO Wealth Advisors
Florida
$612K -$419K -2,025 -41%
SAM
1907
Seelaus Asset Management
New Jersey
$612K +$7.24K +35 +1%
BOE
1908
Bank of Edwardsville
Illinois
$610K -$33.9K -164 -5%
ABP
1909
Arthur B. Page
$609K -$45.5K -220 -7%
BHBT
1910
Burke & Herbert Bank & Trust
Virginia
$609K -$6.62K -32 -1%
TIM
1911
Total Investment Management
Arizona
$608K -$104K -503 -14%
IC
1912
Iconiq Capital
California
$606K -$172K -830 -23%
CMP
1913
Courage Miller Partners
Virginia
$604K
FPGK
1914
Financial Partners Group (Kansas)
Kansas
$601K +$39.1K +189 +7%
CIA
1915
CCM Investment Advisers
South Carolina
$599K -$11.6M -56,264 -95%
MWPCG
1916
Measured Wealth Private Client Group
New Hampshire
$598K -$152K -735 -21%
DDPIC
1917
Deroy & Devereaux Private Investment Counsel
Michigan
$595K
WA
1918
Wheatland Advisors
Pennsylvania
$594K
PWPS
1919
Pinnacle Wealth Planning Services
Ohio
$591K +$223K +1,080 +64%
DWM
1920
Darwin Wealth Management
Florida
$589K +$86.5K +418 +18%
SPI
1921
Santori & Peters Inc
Pennsylvania
$589K +$572K +2,764 New
JCM
1922
Jacobsen Capital Management
Utah
$589K +$572K +2,765 New
HCM
1923
Hutchinson Capital Management
California
$584K
IC
1924
Investment Counsel
Michigan
$584K +$238K +1,150 +72%
AWM
1925
Aevitas Wealth Management
Massachusetts
$580K

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.