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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
WIP
2101
Wellesley Investment Partners
Massachusetts
$381K -$146K -706 -28%
MFT
2102
Moisand Fitzgerald Tamayo
Florida
$381K +$621 +3 +0.2%
GC
2103
Grace Capital
Massachusetts
$378K -$1.34M -6,486 -79%
BDF
2104
Black Diamond Financial
Maryland
$377K +$22.8K +110 +7%
TF
2105
Trek Financial
Arizona
$376K
QPWM
2106
Quadrant Private Wealth Management
Pennsylvania
$375K -$45.1K -218 -11%
CCP
2107
Clarkston Capital Partners
Michigan
$375K
AIC
2108
Ameritas Investment Company
Nebraska
$373K -$1.77M -8,562 -83%
CC
2109
Colrain Capital
Massachusetts
$373K
CWM
2110
Cahaba Wealth Management
Georgia
$369K -$9.1K -44 -2%
AI
2111
Atom Investors
Texas
$368K -$8.27M -39,961 -96%
JWBC
2112
John W. Bristol & Co
New York
$368K
SFP
2113
Shepherd Financial Partners
Massachusetts
$367K -$22.1K -107 -6%
VIM
2114
Vista Investment Management
Pennsylvania
$367K +$2.48K +12 +0.7%
RCG
2115
Ruggie Capital Group
Florida
$366K -$1.7M -8,237 -83%
BCA
2116
Bray Capital Advisors
Florida
$365K
I
2117
INVST
Indiana
$364K +$351K +1,697 New
HCA
2118
Harbour Capital Advisors
Virginia
$363K -$31K -150 -8%
MSWMA
2119
Market Street Wealth Management Advisors
Indiana
$361K
CF
2120
Corrigan Financial
Rhode Island
$359K
WANY
2121
Wealthspire Advisors (New York)
New York
$359K +$348K +1,683 New
CIA
2122
Cascade Investment Advisors
Oregon
$358K +$103K +500 +42%
VIA
2123
Vident Investment Advisory
Georgia
$357K -$2.48M -12,008 -88%
FVWA
2124
Foster Victor Wealth Advisors
South Carolina
$354K
EVC
2125
Eidelman Virant Capital
Missouri
$354K +$344K +1,661 New

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.