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Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$61.2M -$2.41M -13,183 -4%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$61.1M +$76.2K +417 +0.1%
Fayez Sarofim & Co
228
Fayez Sarofim & Co
Texas
$61M +$46.4K +254 +0.1%
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$60M +$48.2M +263,947 +367%
PCA
230
Personal Capital Advisors
California
$59.9M +$2.71M +14,858 +5%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$59.8M +$4.17M +22,815 +7%
HP
232
Hosking Partners
United Kingdom
$59.8M -$1.39M -7,611 -2%
Los Angeles Capital Management
233
Los Angeles Capital Management
California
$59.2M -$21.2M -116,045 -26%
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$59.2M -$5.69M -31,134 -9%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$58.7M -$19.9M -108,987 -25%
ASRS
236
Arizona State Retirement System
Arizona
$58.1M +$15.2M +83,362 +34%
FCM
237
Fairholme Capital Management
Florida
$57.9M +$14.7M +80,490 +33%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$56.9M +$10.3M +56,300 +21%
WP
239
WealthPLAN Partners
Nebraska
$56.5M -$1.33M -7,300 -3%
TBC
240
Tweedy, Browne Co
Connecticut
$56.4M +$6.08M +33,297 +12%
CC
241
Cannell & Co
New York
$56.2M -$1.47M -8,050 -2%
CDH
242
Charles D. Hyman
$56.2M +$1.57M +8,588 +3%
PI
243
Putnam Investments
Massachusetts
$55.9M -$4.72M -25,846 -8%
SFG
244
Sather Financial Group
Texas
$54.9M -$2.42M -13,274 -4%
N
245
Natixis
France
$53.4M -$50.4M -276,082 -48%
TF
246
TIAA FSB
Florida
$53.2M +$1.91M +10,468 +4%
Calamos Advisors
247
Calamos Advisors
Illinois
$53M -$11.2M -61,260 -17%
TIM
248
Tikehau Investment Management
France
$52.8M +$17M +93,142 +46%
KeyBank National Association
249
KeyBank National Association
Ohio
$52.4M -$509K -2,787 -0.9%
GLA
250
Great Lakes Advisors
Illinois
$52.1M +$2.31M +12,622 +5%

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.