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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
FA
2326
Financial Advantage
Maryland
$159K
KFS
2327
Kelly Financial Services
Massachusetts
$153K
AIM
2328
Arcadia Investment Management
Michigan
$151K
WPW
2329
Winthrop Partners - WNY
New York
$149K
CWM
2330
Cedar Wealth Management
California
$147K
JWM
2331
Janiczek Wealth Management
Colorado
$147K +$9.72K +47 +7%
LPWM
2332
Lake Point Wealth Management
Texas
$145K
MIM
2333
Macroview Investment Management
Maryland
$139K
SGAM
2334
Smith Group Asset Management
Texas
$135K -$2.07K -10 -2%
GCM
2335
Gables Capital Management
Florida
$133K
TFGT
2336
TS Financial Group (TSFG)
Illinois
$131K
EAM
2337
Erste Asset Management
Austria
$131K
EI
2338
Ellevest Inc
New York
$130K +$89.2K +431 +238%
FRA
2339
Front Row Advisors
California
$128K +$414 +2 +0.3%
SAM
2340
Sycomore Asset Management
France
$122K +$41.4K +200 +50%
LFG
2341
LifePlan Financial Group
Ohio
$121K
BEI
2342
Benjamin Edwards Inc
Missouri
$118K
DWA
2343
Dougherty Wealth Advisers
Minnesota
$113K +$103K +500 +1,724%
CIM
2344
Contravisory Investment Management
Massachusetts
$109K +$14.7K +71 +16%
IBOK
2345
Independence Bank of Kentucky
Kentucky
$107K -$41.4K -200 -29%
CRM
2346
Cramer Rosenthal McGlynn
Connecticut
$107K
TI
2347
Truehand Inc
New Hampshire
$107K
JG
2348
Jefferies Group
New York
$106K -$3.64M -17,606 -97%
PR
2349
Payden & Rygel
California
$106K
BL
2350
Balentine LLC
Georgia
$105K +$32.5K +157 +47%

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.