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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
AWA
1926
Alaska Wealth Advisors
Alaska
$579K
AIA
1927
Angeles Investment Advisors
California
$579K +$315K +1,520 +127%
OLA
1928
Oliver Luxxe Assets
New Jersey
$577K -$20.7K -100 -4%
HP
1929
Hikari Power
Japan
$576K +$62.1K +300 +13%
SCM
1930
Shapiro Capital Management
Georgia
$574K +$558K +2,695 New
FCA
1931
FinTrust Capital Advisors
South Carolina
$573K -$66.4K -321 -11%
PIA
1932
Pinion Investment Advisors
Kansas
$573K -$65K -314 -10%
PA
1933
PFG Advisors
Arizona
$572K +$92.1K +445 +20%
FUBT
1934
First United Bank & Trust
Maryland
$569K
TA
1935
TMD & Associates
Arizona
$567K
ED
1936
Exane Derivatives
France
$566K +$549K +2,654 New
WMC
1937
Westwood Management Corporation
Illinois
$565K
OAM
1938
Oak Asset Management
California
$564K -$44.3K -214 -7%
HHGA
1939
Halbert Hargrove Global Advisors
California
$562K
CHJWM
1940
Carlton Hofferkamp & Jenks Wealth Management
Texas
$561K -$10.3K -50 -2%
BWAM
1941
Boyd Watterson Asset Management
Ohio
$556K -$10.8K -52 -2%
SSA
1942
Schonfeld Strategic Advisors
New York
$554K -$786K -3,800 -59%
AIM
1943
Acropolis Investment Management
Missouri
$553K -$11.4K -55 -2%
LC
1944
Landaas & Company
Wisconsin
$550K
DAM
1945
Diamant Asset Management
Connecticut
$549K
AssetMark Inc
1946
AssetMark Inc
California
$548K -$109K -528 -17%
AEPG
1947
American Economic Planning Group
New Jersey
$548K +$9.93K +48 +2%
NED
1948
Nancy E. Dempze
$547K -$13.2K -64 -2%
CWG
1949
Cornerstone Wealth Group
North Carolina
$546K +$41.8K +202 +9%
VCM
1950
Vigilant Capital Management
Maine
$545K -$10.3K -50 -2%

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.