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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
BFIC
2151
Bedell Frazier Investment Counselling
California
$330K
ETI
2152
Enterprise Trust & Investment
California
$330K +$320K +1,548 New
SHGA
2153
Sand Hill Global Advisors
California
$329K -$18.4K -89 -5%
CTB
2154
Country Trust Bank
Illinois
$328K
GHAM
2155
Gilman Hill Asset Management
Connecticut
$327K -$104K -504 -25%
RPGK
2156
Retirement Planning Group (Kansas)
Kansas
$327K
SC
2157
Stratford Consulting
Texas
$327K
FA
2158
Financial Advisors
Massachusetts
$326K
HCM
2159
Hengehold Capital Management
Ohio
$325K
NCM
2160
Narwhal Capital Management
Georgia
$325K
BHWM
2161
Bay Harbor Wealth Management
Maryland
$324K +$251K +1,211 +389%
PAG
2162
Pinnacle Advisory Group
Maryland
$323K
RTC
2163
Riverview Trust Company
Washington
$323K
BMM
2164
Berkshire Money Management
Massachusetts
$321K
IWA
2165
Independence Wealth Advisors
Virginia
$320K
SSI
2166
Scott & Selber Inc
Texas
$320K
VWA
2167
VERITY Wealth Advisors
United States
$320K
NFG
2168
NewFocus Financial Group
Washington
$319K +$10.3K +50 +3%
PWS
2169
Paragon Wealth Strategies
Florida
$317K +$51.7K +250 +20%
CWM
2170
Centric Wealth Management
Illinois
$316K -$2.28K -11 -0.7%
MCM
2171
Mainstay Capital Management
Michigan
$315K -$31K -150 -9%
SCI
2172
Stableford Capital II
Arizona
$314K -$12.8K -62 -4%
HWA
2173
Heritage Way Advisors
Illinois
$314K
CAG
2174
Csenge Advisory Group
Florida
$313K -$124K -600 -29%
BFG
2175
Barber Financial Group
Kansas
$313K +$35.4K +171 +13%

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.