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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
AC
2526
AlphaCore Capital
California
$122K -$117K -638 -48%
FRA
2527
Front Row Advisors
California
$121K -$1.46K -8 -1%
APWA
2528
Atlas Private Wealth Advisors
New Jersey
$120K +$123K +675 New
AS
2529
Altshuler Shaham
Israel
$119K -$157M -857,967 -100%
FWC
2530
First Washington Corp
Washington
$116K
LD
2531
Lipe & Dalton
New York
$116K
MIM
2532
Macroview Investment Management
Maryland
$116K
KFS
2533
Kelly Financial Services
Massachusetts
$114K
IBOK
2534
Independence Bank of Kentucky
Kentucky
$110K -$33.8K -185 -23%
FA
2535
Fortis Advisors
Pennsylvania
$109K
CBT
2536
Central Bank & Trust
Kentucky
$107K -$34.1K -187 -24%
AA
2537
AlphaMark Advisors
Kentucky
$107K +$54.8K +300 +100%
SGAM
2538
Smith Group Asset Management
Texas
$105K -$548 -3 -0.5%
OSNBOA
2539
Old Second National Bank of Aurora
Illinois
$103K -$30.5K -167 -22%
CA
2540
Centerpoint Advisors
Massachusetts
$103K
TFA
2541
Toth Financial Advisory
Virginia
$102K +$104K +572 New
RWG
2542
Regal Wealth Group
California
$101K -$36.5K -200 -26%
LFG
2543
LifePlan Financial Group
Ohio
$100K -$4.93K -27 -5%
GC
2544
Grace Capital
Massachusetts
$89K -$63.7K -349 -41%
HWM
2545
HighMark Wealth Management
Minnesota
$89K -$5.48K -30 -6%
PR
2546
Payden & Rygel
California
$89K
TI
2547
Truehand Inc
New Hampshire
$89K
CIR
2548
Clear Investment Research
Georgia
$81K -$8.22K -45 -9%
APW
2549
Acima Private Wealth
Virginia
$81K
JPLA
2550
Joseph P. Lucia & Associates
New York
$81K

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.