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Berkshire Hathaway Class B
BRK.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: 451 → 463 (+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: 2,419 → 2,420 (+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

Top Buyers

1
N
Nuveen
North Carolina
+$2.01B
2
PSCM
Pershing Square Capital Management
New York
+$727M
3
Capital International Investors
Capital International Investors
California
+$497M
4
Invesco
Invesco
Georgia
+$446M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$402M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.31B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
3
SAM
SP Asset Management
California
-$562M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.7B +$206M +997,774 +0.7%
BlackRock
2
BlackRock
New York
$22.8B +$16M +77,365 +0.1%
State Street
3
State Street
Massachusetts
$16.7B +$67.3M +325,362 +0.4%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10B -$1.03B -5,000,000 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.51B +$92.4M +446,583 +2%
Northern Trust
6
Northern Trust
Illinois
$4.41B +$19.1M +92,215 +0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.35B -$5.65M -27,304 -0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.28B +$2.28M +11,012 +0.1%
Norges Bank
9
Norges Bank
Norway
$2.42B -$23.5M -113,664 -1%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$2.12B +$151M +728,791 +8%
N
11
Nuveen
North Carolina
$2.09B +$2.01B +9,719,762 +14,532%
Morgan Stanley
12
Morgan Stanley
New York
$2.08B +$120M +579,647 +6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$2.07B +$335M +1,617,032 +20%
Bank of America
14
Bank of America
North Carolina
$1.94B -$5M -24,140 -0.3%
Boston Partners
15
Boston Partners
Massachusetts
$1.78B +$87.3M +422,143 +5%
Charles Schwab
16
Charles Schwab
California
$1.78B +$35.2M +170,178 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.76B +$22.5M +108,794 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.68B +$11.3M +54,662 +0.7%
Goldman Sachs
19
Goldman Sachs
New York
$1.63B +$133M +644,694 +9%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.6B -$19.5M -94,462 -1%
Wells Fargo
21
Wells Fargo
California
$1.38B -$125M -604,721 -9%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$1.32B +$143M +690,303 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.28B +$79.7M +384,955 +7%
Ameriprise
24
Ameriprise
Minnesota
$1.21B -$133M -640,682 -10%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$1.11B +$35.1M +169,467 +3%
1
2 3 4 5

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.