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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
FCH
2601
Freestone Capital Holdings
Washington
$8.23K +$3.63M +19,893 +76%
SI
2602
Sprott Inc
Ontario, Canada
$8.09K
AIM
2603
AIA Investment Management
Singapore
$8K
JIR
2604
James Investment Research
Ohio
$7K
MIFH
2605
Migdal Insurance & Financial Holdings
Israel
$5K
FI
2606
Financial Insights
Washington
$4.45K +$7.7M +42,174 +181%
GFPC
2607
Global Financial Private Capital
Florida
$4K -$1.06M -5,825 -100%
TCM
2608
TD Capital Management
Tennessee
$4K
MGI
2609
MayTech Global Investments
New York
$3K
UFF
2610
USA Financial Formulas
Michigan
$3K +$3.29K +18 New
TI
2611
tru Independence
Oregon
$2.15K +$434K +2,377 +25%
JG
2612
Jefferies Group
New York
$2.09K +$2.06M +11,300 +2,890%
CAM
2613
ClariVest Asset Management
California
$2K -$1.1K -6 -33%
NA
2614
Nottingham Advisors
New York
$1.1K -$11.3K -62 -1%
DI
2615
DRH Investments
California
$1K
SHCM
2616
Silver Heights Capital Management
Ontario, Canada
$1K
TFA
2617
Transamerica Financial Advisors
Florida
$1K +$183 +1 New
PSCM
2618
Pershing Square Capital Management
New York
-$997M -5,453,360 Closed
SC
2619
Scotia Capital
Ontario, Canada
-$69.6M -380,673 Closed
MWNA
2620
Marshall Wace North America
New York
-$62.3M -340,756 Closed
AT
2621
AMF Tjänstepension
Sweden
-$50.5M -276,119 Closed
Marshall Wace
2622
Marshall Wace
United Kingdom
-$38.5M -210,472 Closed
HCM
2623
Hitchwood Capital Management
New York
-$24.5M -134,000 Closed
WC
2624
Wexford Capital
Florida
-$21M -114,839 Closed
SC
2625
Spindletop Capital
New York
-$18.4M -100,550 Closed

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.