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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
VEA
2401
Virtus ETF Advisers
New York
$8K +$7.86K +38 New
UB
2402
UMB Bank
Missouri
$5.07K -$102K -495 -2%
SL
2403
Salomon & Ludwin
Virginia
$5K
CIR
2404
Clear Investment Research
Georgia
$4K
SMFG
2405
Sumitomo Mitsui Financial Group
Japan
$4K +$4.14K +20 New
TCM
2406
TD Capital Management
Tennessee
$4K +$4.14K +20 New
LHC
2407
Little House Capital
Massachusetts
$3.81K -$46.8K -226 -1%
CT
2408
Chicago Trust
Illinois
$3.45K -$60.2K -291 -2%
Parallax Volatility Advisers
2409
Parallax Volatility Advisers
California
$3K -$95.2K -460 -97%
MGI
2410
MayTech Global Investments
New York
$3K -$6.21K -30 -67%
MCM
2411
McMillion Capital Management
North Carolina
$3K +$3.31K +16 New
PRC
2412
Pearl River Capital
Michigan
$3K +$3.31K +16 New
CPIA
2413
Cornell Pochily Investment Advisors
New York
$2.88K +$799K +3,861 +40%
NDSI
2414
Newman Dignan & Sheerar Inc
Rhode Island
$1.76K -$85.7K -414 -5%
BRWM
2415
B. Riley Wealth Management
Tennessee
$1.75K -$31.5K -152 -2%
FCH
2416
Freestone Capital Holdings
Washington
$1.6K +$559K +2,701 +56%
ACA
2417
Ackerman Capital Advisors
Texas
$1.14K -$512K -2,473 -32%
DPA
2418
Delphi Private Advisors
California
$1K
SHCM
2419
Silver Heights Capital Management
Ontario, Canada
$1K
OSAM
2420
O'Shaughnessy Asset Management
Connecticut
$1K +$828 +4 New
UWM
2421
USAdvisors Wealth Management
Minnesota
$335 -$77.6K -375 -19%
Acadian Asset Management
2422
Acadian Asset Management
Massachusetts
-$325M -1,618,988 Closed
Royal London Asset Management
2423
Royal London Asset Management
United Kingdom
-$150M -748,283 Closed
MG
2424
Magnolia Group
Nebraska
-$65.3M -325,000 Closed
SAS
2425
Sarbit Advisory Services
Manitoba, Canada
-$57.7M -286,930 Closed

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.