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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
CB
2201
CNB Bank
Pennsylvania
$286K +$41.2K +199 +17%
TCPWM
2202
Traverso Chambers Private Wealth Management
California
$285K
WFWM
2203
Wechter Feldman Wealth Management
New Jersey
$285K
NG
2204
NatWest Group
United Kingdom
$284K -$15.9K -77 -5%
BAM
2205
Blueshift Asset Management
New Jersey
$284K +$275K +1,331 New
SBWM
2206
Sunflower Bank Wealth Management
Arizona
$283K -$199K -964 -42%
CWM
2207
Capital Wealth Management
Rhode Island
$282K
FBC
2208
Fairfield, Bush & Co
Connecticut
$282K +$20.7K +100 +8%
MFG
2209
Monte Financial Group
Connecticut
$281K +$53.6K +259 +24%
OWA
2210
One Wealth Advisors
California
$279K -$113K -544 -29%
BCP
2211
Blackhawk Capital Partners
Wisconsin
$279K +$828 +4 +0.3%
LFG
2212
Larson Financial Group
Missouri
$278K -$1.24K -6 -0.5%
DA
2213
Denali Advisors
California
$277K -$13M -62,800 -98%
GCP
2214
GSA Capital Partners
United Kingdom
$277K -$827K -3,997 -75%
BG
2215
Bollard Group
Massachusetts
$277K
BIM
2216
Bridgecreek Investment Management
Oklahoma
$277K
HCM
2217
HM Capital Management
Missouri
$277K
OPTFSNA
2218
Old Point Trust & Financial Services N A
Virginia
$277K
GA
2219
Gateway Advisory
New Jersey
$275K
WPC
2220
White Pine Capital
Minnesota
$273K -$10.3K -50 -4%
PFGIA
2221
Patriot Financial Group Insurance Agency
Massachusetts
$271K +$123K +595 +89%
PCA
2222
Peddock Capital Advisors
Massachusetts
$268K
GEA
2223
Glen Eagle Advisors
New Jersey
$266K +$1.24K +6 +0.5%
1IA
2224
1834 Investment Advisors
Wisconsin
$266K -$51.7K -250 -17%
IIM
2225
Ipswich Investment Management
Massachusetts
$266K -$20.7K -100 -7%

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.