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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
FNBTCON
2051
First National Bank & Trust Co of Newtown
Pennsylvania
$430K -$12.4K -60 -3%
SI
2052
SimpliFi Inc
California
$430K
SFG
2053
StrategIQ Financial Group
Indiana
$430K
JIP
2054
JBJ Investment Partners
South Carolina
$426K
RL
2055
Ruffer LLP
United Kingdom
$425K -$207K -1,000 -33%
AIA
2056
Allied Investment Advisors
Montana
$424K -$10.3K -50 -2%
JCM
2057
Jag Capital Management
Missouri
$424K +$80.1K +387 +24%
DACG
2058
Donor Advised Charitable Giving
California
$422K
AJ
2059
Ashburton (Jersey)
Jersey
$422K +$410K +1,981 New
MGAM
2060
McGowan Group Asset Management
Texas
$421K -$46.6K -225 -10%
DLCIG
2061
D.L. Carlson Investment Group
New Hampshire
$420K +$35.2K +170 +9%
FFG
2062
Fortem Financial Group
California
$419K +$407K +1,965 New
SQA
2063
Simon Quick Advisors
New Jersey
$419K -$20.3K -98 -5%
XWM
2064
Xcel Wealth Management
Florida
$418K
QFA
2065
Quattro Financial Advisors
Texas
$417K +$416K +2,010 New
TA
2066
Trellis Advisors
Washington
$416K +$11.4K +55 +3%
MNBTD
2067
Moody National Bank Trust Division
Texas
$416K +$22.1K +107 +6%
CWM
2068
CCG Wealth Management
California
$415K +$185K +893 +85%
HIM
2069
Hanlon Investment Management
New Jersey
$413K +$49.7K +240 +14%
LSA
2070
L & S Advisors
California
$412K
CA
2071
Continuum Advisory
Idaho
$410K +$93.7K +453 +31%
AM
2072
Atwater Malick
Pennsylvania
$409K
CBN
2073
Cadence Bank NA
Texas
$408K -$3.52K -17 -0.9%
PPW
2074
Pasadena Private Wealth
California
$408K +$41.4K +200 +12%
CWM
2075
Concentrum Wealth Management
California
$408K +$124K +600 +46%

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.