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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
DAC
2251
Dividend Assets Capital
South Carolina
$244K
FPIS
2252
Financial Planning & Information Services
Wisconsin
$244K
PT
2253
Plimoth Trust
Massachusetts
$243K -$17.6K -85 -7%
HA
2254
Harborview Advisors
Maine
$243K
PA
2255
Parkside Advisors
California
$243K
AW
2256
Alpha Windward
Massachusetts
$242K +$188K +910 +364%
OFS
2257
OneAscent Financial Services
Alabama
$242K +$235K +1,137 New
CIC
2258
Cornercap Investment Counsel
Georgia
$241K -$83.4K -403 -26%
OCG
2259
Opus Capital Group
Ohio
$241K +$17.6K +85 +8%
EWF
2260
Epstein & White Financial
California
$241K +$19.7K +95 +9%
AFM
2261
Abbot Financial Management
Massachusetts
$240K
Qube Research & Technologies (QRT)
2262
Qube Research & Technologies (QRT)
United Kingdom
$239K -$12.2M -59,083 -98%
OFG
2263
Omega Financial Group
California
$237K -$158K -765 -41%
FFG
2264
Ford Financial Group
California
$237K -$84.8K -410 -27%
EPA
2265
Element Pointe Advisors
Florida
$237K +$5.17K +25 +2%
CBT
2266
Central Bank & Trust
Kentucky
$237K +$11K +53 +5%
NCM
2267
Nelson Capital Management
California
$236K
CF
2268
Copperwynd Financial
Arizona
$235K
PAA
2269
Peregrine Asset Advisers
Oregon
$234K
EIG
2270
Ellenbecker Investment Group
Wisconsin
$232K -$621 -3 -0.3%
HCM
2271
Harvest Capital Management
New Hampshire
$231K +$2.07K +10 +0.9%
HCM
2272
Howard Capital Management
Georgia
$229K
SIA
2273
Strategic Investment Advisors
Michigan
$229K +$5.17K +25 +2%
HPC
2274
Hobart Private Capital
North Carolina
$228K +$4.97K +24 +2%
CAM
2275
ClariVest Asset Management
California
$227K -$8.69K -42 -4%

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.