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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
MCG
2126
McCollum Christoferson Group
New York
$353K +$20.7K +100 +6%
SAM
2127
Sequent Asset Management
Texas
$352K -$129K -625 -27%
CTA
2128
Chesley Taft & Associates
Illinois
$352K +$22.8K +110 +7%
RP
2129
Riverbridge Partners
Minnesota
$351K
VST
2130
Van Strum & Towne
California
$351K
BC
2131
Barnett & Company
Tennessee
$349K
CCA
2132
Conservest Capital Advisors
Pennsylvania
$349K
AA
2133
Advisory Alpha
Michigan
$348K +$15.9K +77 +5%
SRC
2134
Sage Rhino Capital
California
$347K +$12K +58 +4%
State Farm Mutual Automobile Insurance
2135
State Farm Mutual Automobile Insurance
Illinois
$345K -$29.6K -143 -8%
CCA
2136
Clearwater Capital Advisors
Illinois
$345K
DIM
2137
DC Investments Management
Virginia
$344K
TBNY
2138
Trustco Bank (New York)
New York
$344K
JFGLC
2139
Johnson Financial Group LLC (Colorado)
Colorado
$343K -$211K -1,020 -39%
KIM
2140
Karpus Investment Management
New York
$342K
MCIA
2141
Mountain Capital Investment Advisors
Colorado
$341K -$6.42K -31 -2%
PIM
2142
Progressive Investment Management
Oregon
$341K -$1.86K -9 -0.6%
EMG
2143
Ellington Management Group
Connecticut
$341K +$331K +1,600 New
UF
2144
Univest Financial
Pennsylvania
$340K
AWM
2145
Affinity Wealth Management
Delaware
$338K
ANB
2146
Amarillo National Bank
Texas
$338K
FNBOMD
2147
First National Bank of Mount Dora
Florida
$338K +$5.38K +26 +2%
SCM
2148
Stordahl Capital Management
Colorado
$337K
C
2149
Cerebellum
California
$335K -$24.4K -118 -7%
CTA
2150
Colonial Trust Advisors
South Carolina
$333K -$4.14K -20 -1%

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.