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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
CWM
2351
Cranbrook Wealth Management
Michigan
$92K
FMTCOCP
2352
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K -$14.5K -70 -14%
TFA
2353
Transamerica Financial Advisors
Florida
$88K +$84.8K +410 New
FA
2354
Fortis Advisors
Pennsylvania
$87K
NPP
2355
New Potomac Partners
Maryland
$85K
RFM
2356
Royal Fund Management
Florida
$85K
APW
2357
Acima Private Wealth
Virginia
$83K
WAM
2358
Wolverine Asset Management
Illinois
$82K -$20.7M -100,000 -100%
CAL
2359
Capital Advisors Ltd
Ohio
$81K
FFC
2360
First Financial Corp
Indiana
$79K
JPLA
2361
Joseph P. Lucia & Associates
New York
$78K -$2.85M -13,795 -97%
LGWM
2362
Litman Gregory Wealth Management
California
$77K +$12.8K +62 +21%
SIA
2363
Sit Investment Associates
Minnesota
$76K
PCM
2364
Princeton Capital Management
New Jersey
$75K
HS
2365
Horan Securities
United States
$74K +$66.6K +322 +1,288%
HHAA
2366
Henry H. Armstrong Associates
Pennsylvania
$73.1K +$474K +2,293 +0.7%
HCM
2367
HMS Capital Management
Tennessee
$72K
AWM
2368
Apollon Wealth Management
South Carolina
$72K +$70.1K +339 New
CCMW
2369
Cypress Capital Management (Wyoming)
Wyoming
$71K +$59.2K +286 +622%
TA
2370
TCG Advisors
Texas
$69K -$324K -1,565 -83%
GT
2371
Glenmede Trust
Pennsylvania
$67K +$11.8M +57,196 +22%
AA
2372
AlphaMark Advisors
Kentucky
$64K
FCT
2373
Family Capital Trust
Massachusetts
$64K
BRC
2374
Bell Rock Capital
Delaware
$53K -$562K -2,716 -92%
FAM
2375
Foresters Asset Management
Ontario, Canada
$53K

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.