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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Bridges Investment Management
Nebraska
$78.5M -$2.92M -13,238 -4%
E
227
Ergoteles
New York
$77.4M +$73.5M +333,800 New
Fayez Sarofim & Co
228
Fayez Sarofim & Co
Texas
$77.3M +$117K +533 +0.2%
SFG
229
Sather Financial Group
Texas
$77.1M +$6.86M +31,169 +10%
MAMU
230
Marathon Asset Management (UK)
United Kingdom
$76.9M -$68.8M -312,501 -49%
SJIC
231
St. James Investment Company
Texas
$76.3M -$5.01M -22,760 -6%
JWBC
232
John W. Bristol & Co
New York
$74.8M -$270K -1,224 -0.4%
Wolverine Trading
233
Wolverine Trading
Illinois
$74.7M +$50.7M +230,383 +243%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$73.6M +$2.45M +11,132 +4%
CDH
235
Charles D. Hyman
$73.4M +$133K +603 +0.2%
KAS
236
Kestra Advisory Services
Texas
$72.8M +$18.8M +85,409 +37%
UAM
237
UAS Asset Management
New York
$72.8M -$2.39M -10,838 -3%
CC
238
Cannell & Co
New York
$72.6M +$3.3K +15 +0%
HP
239
Hosking Partners
United Kingdom
$72.6M -$2.4M -10,897 -3%
GIBU
240
Gulf International Bank (UK)
United Kingdom
$72M -$4.71M -21,379 -6%
PI
241
Putnam Investments
Massachusetts
$71.6M -$311K -1,414 -0.5%
TBC
242
Tweedy, Browne Co
Connecticut
$70.9M -$1.5M -6,799 -2%
DMIC
243
Dixon Mitchell Investment Counsel
British Columbia, Canada
$70M -$354K -1,606 -0.5%
EWM
244
Evercore Wealth Management
New York
$69.2M +$867K +3,939 +1%
Federated Hermes
245
Federated Hermes
Pennsylvania
$68.8M +$127K +577 +0.2%
URS
246
Utah Retirement Systems
Utah
$68.2M +$3.1M +14,100 +5%
BDWM
247
Brewin Dolphin Wealth Management
Ireland
$67.9M +$3.95M +17,918 +7%
TF
248
TIAA FSB
Florida
$67.5M -$544K -2,471 -0.8%
PCH
249
Polar Capital Holdings
United Kingdom
$66.9M +$63.6M +288,640 New
KeyBank National Association
250
KeyBank National Association
Ohio
$66.8M -$1.95M -8,867 -3%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.