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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
APC
2276
Aspire Private Capital
North Carolina
$225K
AAS
2277
Annex Advisory Services
Wisconsin
$224K -$118K -571 -35%
CIS
2278
Connors Investor Services
Pennsylvania
$224K
FDS
2279
First Dallas Securities
Texas
$224K
PD
2280
Planning Directions
Pennsylvania
$224K
SAM
2281
Smithbridge Asset Management
Pennsylvania
$224K
WCWM
2282
Wooster Corthell Wealth Management
Connecticut
$224K
BAM
2283
Bruderman Asset Management
New York
$222K -$714K -3,453 -77%
BBA
2284
Braun-Bostich & Associates
Pennsylvania
$222K
GAG
2285
GM Advisory Group
New York
$221K
VWM
2286
Valley Wealth Managers
New Jersey
$220K -$17.8K -86 -8%
SSWM
2287
Sheets Smith Wealth Management
North Carolina
$219K
WCM
2288
Wealthcare Capital Management
Virginia
$218K +$2.48K +12 +1%
BWCS
2289
Beirne Wealth Consulting Services
Connecticut
$217K -$1.37M -6,619 -87%
AIA
2290
Arbor Investment Advisors
North Carolina
$217K +$210K +1,016 New
BCAM
2291
Boston Common Asset Management
Massachusetts
$216K
SFC
2292
SYM Financial Corp
Indiana
$216K +$210K +1,013 New
AFM
2293
Andesa Financial Management
Pennsylvania
$215K -$209K -1,009 -50%
CCM
2294
Carderock Capital Management
Maryland
$215K -$18.2K -88 -8%
LFA
2295
Landmark Financial Advisors
Kentucky
$214K
WAM
2296
Weiss Asset Management
Massachusetts
$214K
FSC
2297
Full Sail Capital
Oklahoma
$214K +$10.1K +49 +5%
HFM
2298
Hartford Financial Management
Connecticut
$213K
HIM
2299
Hillsdale Investment Management
Ontario, Canada
$213K +$91K +440 +79%
BWL
2300
Bogart Wealth LLC
Virginia
$212K -$24K -116 -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.