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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
CCM
2226
Cohen Capital Management
California
$266K
MAM
2227
Mastrapasqua Asset Management
Tennessee
$266K
SCM
2228
Stonebridge Capital Management
California
$266K
FM
2229
Foster & Motley
Ohio
$266K +$10.1K +49 +4%
MA
2230
MANA Advisors
New York
$266K +$258K +1,248 New
RC
2231
RBF Capital
California
$265K
CG
2232
Corundum Group
Colorado
$265K +$31.2K +151 +14%
PFC
2233
Phocas Financial Corp
California
$260K +$10.3K +50 +4%
BW
2234
Biegel & Waller
Maryland
$259K
SWAG
2235
Spectrum Wealth Advisory Group
California
$258K -$36.4K -176 -13%
KIC
2236
Keating Investment Counselors
Florida
$258K
PCA
2237
Private Capital Advisors
Connecticut
$256K -$31K -150 -11%
AC
2238
Arjuna Capital
North Carolina
$256K
MFG
2239
Merit Financial Group
Georgia
$256K +$6.42K +31 +3%
DA
2240
DSC Advisors
Illinois
$254K +$19.4K +94 +9%
FSWA
2241
Financial Synergies Wealth Advisors
Texas
$252K +$245K +1,184 New
EFL
2242
ERn Financial LLC
Wisconsin
$250K -$56.5K -273 -19%
WCAMG
2243
Woodard & Company Asset Management Group
North Carolina
$250K
ML
2244
McAdam LLC
Pennsylvania
$249K +$414 +2 +0.2%
GAM
2245
Grandview Asset Management
Pennsylvania
$247K +$14.5K +70 +6%
IAMOG
2246
Investors Asset Management of Georgia
Georgia
$246K
WC
2247
Westhampton Capital
North Carolina
$246K +$239K +1,155 New
AL
2248
Arnhold LLC
New York
$245K
RPA
2249
Rock Point Advisors
Vermont
$245K
FMP
2250
Financial Management Professionals
Texas
$245K +$20.7K +100 +10%

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.