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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
GA
2651
Greytown Advisors
Florida
-$1.59M -8,674 Closed
SCP
2652
Stamos Capital Partners
California
-$1.51M -8,259 Closed
GTCM
2653
Gyon Technologies Capital Management
New Jersey
-$1.51M -8,246 Closed
CI
2654
Capital International
California
-$1.41M -7,720 Closed
PD
2655
Planning Directions
Pennsylvania
-$1.3M -7,123 Closed
BAM
2656
Beaumont Asset Management
Texas
-$1.29M -7,039 Closed
HC
2657
HNP Capital
New York
-$1.28M -6,969 Closed
DCM
2658
Donaldson Capital Management
Indiana
-$1.26M -6,888 Closed
ASC
2659
Atalanta Sosnoff Capital
New York
-$1.17M -6,387 Closed
WIS
2660
Wright Investors Service
Connecticut
-$1.08M -5,932 Closed
LOAMS
2661
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.07M -5,857 Closed
TC
2662
Toews Corporation
New Jersey
-$969K -5,300 Closed
GAG
2663
GM Advisory Group
New York
-$929K -5,079 Closed
ACM
2664
Ativo Capital Management
Illinois
-$812K -4,444 Closed
PP
2665
PagnatoKarp Partners
Virginia
-$789K -4,317 Closed
WAS
2666
WESPAC Advisors SoCal
California
-$814K -4,256 Closed
HIM
2667
Hanlon Investment Management
New Jersey
-$756K -4,133 Closed
MLIM
2668
Mountain Lake Investment Management
Florida
-$750K -4,100 Closed
DSA
2669
Droms Strauss Advisors
Missouri
-$748K -4,089 Closed
GI
2670
Glovista Investments
New Jersey
-$688K -3,765 Closed
XM
2671
XTX Markets
New York
-$658K -3,598 Closed
JGUA
2672
John G. Ullman & Associates
New York
-$651K -3,562 Closed
EMG
2673
Ellington Management Group
Connecticut
-$640K -3,500 Closed
SAM
2674
S.A. Mason
Michigan
-$623K -3,408 Closed
BONST
2675
Bank of Nova Scotia Trust
Ontario, Canada
-$615K -3,366 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.