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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
MAM
2576
Magellan Asset Management
Australia
$33K
EAM
2577
Erste Asset Management
Austria
$32.1K +$32.9K +180 New
RIA
2578
RPG Investment Advisory
California
$32K
HWM
2579
Holloway Wealth Management
Florida
$31K
IF
2580
Ironwood Financial
Arizona
$28K +$28.9K +158 New
BC
2581
Belmont Capital
California
$27K +$9.13K +50 +50%
SC
2582
Sawyer & Company
Massachusetts
$25K
AI
2583
ArchPoint Investors
Florida
$22K
BCMIO
2584
Beacon Capital Management Inc (Ohio)
Ohio
$22K
JWBC
2585
John W. Brooker & Co
California
$22K
RCG
2586
Ruggie Capital Group
Florida
$22K
SSWG
2587
Seven Springs Wealth Group
Tennessee
$22K
WIM
2588
Westside Investment Management
California
$18.1K -$2.74M -15,028 -90%
BCM
2589
Birch Capital Management
Texas
$18K
HI
2590
Hoey Investments
Pennsylvania
$18K
RA
2591
Rational Advisors
New York
$17K -$143K -783 -89%
BCA
2592
Bray Capital Advisors
Florida
$17K
SMFG
2593
Sumitomo Mitsui Financial Group
Japan
$17K +$17.2K +94 New
FWM
2594
FSA Wealth Management
Massachusetts
$14K
EIM
2595
Essex Investment Management
Massachusetts
$14K +$13.9K +76 New
TAIM
2596
TD Ameritrade Investment Management
Nebraska
$12K -$365 -2 -3%
DRS
2597
Deane Retirement Strategies
Louisiana
$9K -$1.42M -7,764 -99%
MWC
2598
MBM Wealth Consultants
Missouri
$9K
ARIS
2599
Advanced Research Investment Solutions
California
$8.93K
MG
2600
MilWealth Group
Wisconsin
$8.93K

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.