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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
WCM
2476
Wealthcare Capital Management
Virginia
$208K +$19K +104 +10%
DLCIG
2477
D.L. Carlson Investment Group
New Hampshire
$207K -$106K -583 -34%
HCA
2478
Harbour Capital Advisors
Virginia
$206K -$73K -400 -26%
SAM
2479
Smithbridge Asset Management
Pennsylvania
$206K +$211K +1,153 New
AWM
2480
Altus Wealth Management
Kentucky
$205K
CIS
2481
Connors Investor Services
Pennsylvania
$205K
FFS
2482
Founders Financial Securities
Maryland
$205K +$196K +1,071 New
JIM
2483
Jupiter Investment Management
United Kingdom
$204K -$521K -2,853 -71%
DTC
2484
Davidson Trust Company
Washington
$204K
FPIS
2485
Financial Planning & Information Services
Wisconsin
$204K
AIA
2486
Armor Investment Advisors
North Carolina
$203K -$51.5K -282 -20%
RCA
2487
Ranch Capital Advisors
Florida
$203K -$5.11K -28 -3%
BL
2488
Balentine LLC
Georgia
$203K +$26.7K +146 +15%
CPSC
2489
Carl P. Sherr & Co
Massachusetts
$202K
OPTFSNA
2490
Old Point Trust & Financial Services N A
Virginia
$202K
AFM
2491
Abbot Financial Management
Massachusetts
$201K
PDM
2492
Penn Davis McFarland
Texas
$201K
PVWM
2493
Point View Wealth Management
New Jersey
$201K
TCPWM
2494
Traverso Chambers Private Wealth Management
California
$201K
MCM
2495
Mattern Capital Management
Colorado
$201K +$1.83K +10 +0.9%
NEIRG
2496
New England Investment & Retirement Group
Massachusetts
$200K +$72.7K +398 +55%
CB
2497
CNB Bank
Pennsylvania
$198K +$20.1K +110 +11%
ED
2498
Exane Derivatives
France
$196K -$875K -4,793 -81%
State Farm Mutual Automobile Insurance
2499
State Farm Mutual Automobile Insurance
Illinois
$191K
BBA
2500
Braun-Bostich & Associates
Pennsylvania
$186K

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.