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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
2526
Peregrine Asset Advisers
Oregon
$218K +$210K +1,025 New
HIM
2527
Hillsdale Investment Management
Ontario, Canada
$217K
AC
2528
Arjuna Capital
North Carolina
$217K +$209K +1,020 New
FFW
2529
Fusion Family Wealth
New York
$216K
AHC
2530
Anderson Hoagland & Co
Missouri
$213K -$64.8K -317 -21%
MC
2531
Miramar Capital
Illinois
$213K -$35.8K -175 -15%
ER
2532
Enlightenment Research
Florida
$213K +$205K +1,000 New
WOC
2533
West Oak Capital
California
$212K
DC
2534
Derby & Company
Massachusetts
$210K +$202K +988 New
SFM
2535
Signet Financial Management
New Jersey
$210K +$209K +1,020 New
BAM
2536
Boyar Asset Management
New York
$209K +$200K +980 New
DACG
2537
Donor Advised Charitable Giving
California
$209K +$201K +981 New
CWM
2538
Concentrum Wealth Management
California
$208K -$38.5K -188 -16%
RPG
2539
Resource Planning Group
Georgia
$208K +$200K +976 New
CL
2540
CIM LLC
New York
$208K +$206K +1,005 New
SDWMA
2541
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$198K +966 New
GCMG
2542
Gyroscope Capital Management Group
Florida
$205K +$197K +961 New
EE
2543
EWG Elevate
California
$205K +$197K +962 New
HFS
2544
Howard Financial Services
Texas
$205K +$197K +963 New
RCA
2545
Ranch Capital Advisors
Florida
$204K -$19.6K -96 -10%
PRC
2546
Pearl River Capital
Michigan
$204K +$196K +957 New
BEC
2547
Blue Edge Capital
Virginia
$203K -$70.6K -345 -27%
BC
2548
Brookfield Corp
Ontario, Canada
$202K
ACM
2549
Alethea Capital Management
Washington
$202K +$194K +950 New
PIM
2550
Provident Investment Management
Michigan
$202K +$194K +950 New

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.