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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
NCM
1951
Noesis Capital Mangement
Florida
$544K -$10.3K -50 -2%
DWM
1952
Dakota Wealth Management
Florida
$543K -$45.3K -219 -8%
S
1953
Surevest
California
$543K +$527K +2,545 New
ODG
1954
O'Dell Group
Ohio
$541K
TP
1955
Tranquility Partners
Tennessee
$541K +$526K +2,540 New
PWMG
1956
Prestige Wealth Management Group
New Jersey
$540K
SWMG
1957
Strategic Wealth Management Group
Maryland
$539K -$69.1K -334 -12%
MCM
1958
MV Capital Management
Maryland
$539K -$6K -29 -1%
JMFC
1959
J.M. Forbes & Co
Massachusetts
$539K +$20.7K +100 +4%
AFNAS
1960
American Financial Network Advisory Services
California
$538K -$64.1K -310 -11%
W
1961
WealthOne
New York
$538K +$37.2K +180 +8%
APSP
1962
Asset Planning Services (Pennsylvania)
Pennsylvania
$537K
CWM
1963
Chesapeake Wealth Management
Virginia
$535K -$271K -1,309 -34%
JWM
1964
JGP Wealth Management
Oregon
$535K
CA
1965
Crewe Advisors
Utah
$534K +$10.6K +51 +2%
BMC
1966
Beaton Management Company
Massachusetts
$534K +$20.7K +100 +4%
VFPI
1967
Vantage Financial Partners (Illinois)
Illinois
$533K +$20.7K +100 +4%
ACM
1968
Advisors Capital Management
New Jersey
$532K +$90.2K +436 +21%
CAM
1969
Congress Asset Management
Massachusetts
$531K -$13K -63 -2%
GCMG
1970
Gyroscope Capital Management Group
Florida
$528K
GBT
1971
Grove Bank & Trust
Florida
$525K -$17K -82 -3%
CYG
1972
Clean Yield Group
Vermont
$524K
PSG
1973
Planning Solutions Group
Maryland
$523K -$36.8K -178 -7%
APSI
1974
Asset Planning Services Inc
Louisiana
$522K
MAM
1975
Marquette Asset Management
Minnesota
$521K

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.