We are live on ! Find out more
BRK.B icon

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
SCP
2176
Silverleafe Capital Partners
Tennessee
$312K
OCM
2177
One Capital Management
California
$311K -$35K -169 -10%
IOOF
2178
Independent Order of Foresters
Ontario, Canada
$310K -$49.7K -240 -14%
G
2179
GenTrust
Florida
$308K
WCWM
2180
Willow Creek Wealth Management
California
$307K
AWA
2181
AmeriServ Wealth Advisors
Pennsylvania
$305K
RAM
2182
Riggs Asset Management
Pennsylvania
$304K
TFO
2183
Tarbox Family Office
California
$304K +$12.4K +60 +4%
RSS
2184
Rosenblum Silverman Sutton
California
$303K -$12.2K -59 -4%
AIA
2185
Armor Investment Advisors
North Carolina
$302K +$293K +1,417 New
FEM
2186
Fulcrum Equity Management
Texas
$299K -$538K -2,602 -63%
LFS
2187
Lutz Financial Services
Nebraska
$299K
QCM
2188
Quantinno Capital Management
New York
$298K -$259K -1,253 -47%
JIM
2189
Jupiter Investment Management
United Kingdom
$298K -$62.1K -300 -18%
KM
2190
Kalos Management
Georgia
$298K -$5.38K -26 -2%
CISOA
2191
Capital Investment Services of America
Wisconsin
$298K
WCA
2192
Westover Capital Advisors
Delaware
$295K +$828 +4 +0.3%
ACM
2193
AlphaStar Capital Management
North Carolina
$295K +$52.1K +252 +22%
PA
2194
Probity Advisors
Texas
$294K -$621 -3 -0.2%
HI
2195
Human Investing
Oregon
$292K -$20.7K -100 -7%
MMM
2196
Mendel Money Management
Illinois
$292K +$284K +1,372 New
ST
2197
Sageworth Trust
Pennsylvania
$291K
SAM
2198
Strategy Asset Managers
California
$290K
HFS
2199
Howard Financial Services
Texas
$289K
GGHC
2200
Gilder Gagnon Howe & Co
New York
$288K

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.