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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
UH
2676
Unigestion Holding
Switzerland
-$594K -3,247 Closed
MS
2677
Maven Securities
Jersey
-$568K -3,108 Closed
TCM
2678
Teza Capital Management
Illinois
-$565K -3,088 Closed
PAM
2679
Premier Asset Management
Illinois
-$545K -2,980 Closed
PIP
2680
Peachtree Investment Partners
Florida
-$502K -2,753 Closed
PRC
2681
Pearl River Capital
Michigan
-$490K -2,678 Closed
MNBTD
2682
Moody National Bank Trust Division
Texas
-$444K -2,427 Closed
AP
2683
Americana Partners
Texas
-$420K -2,300 Closed
SPI
2684
Santori & Peters Inc
Pennsylvania
-$419K -2,297 Closed
CI
2685
CAZ Investments
Texas
-$415K -2,271 Closed
OFS
2686
OneAscent Financial Services
Alabama
-$409K -2,238 Closed
OPPTF
2687
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$389K -2,199 Closed
EP
2688
Edgestream Partners
New Jersey
-$399K -2,183 Closed
AIS
2689
Accurate Investment Solutions
Pennsylvania
-$388K -2,124 Closed
CCA
2690
Catalyst Capital Advisors
New York
-$366K -2,000 Closed
MFS
2691
Monetta Financial Services
Illinois
-$366K -2,000 Closed
SIGI
2692
Susquehanna International Group (Ireland)
Ireland
-$361K -1,972 Closed
KWILP
2693
Kiwi Wealth Investments Limited Partnership
New Zealand
-$357K -1,955 Closed
CF
2694
Copperwynd Financial
Arizona
-$354K -1,934 Closed
SRSA
2695
S.R. Schill & Associates
Washington
-$345K -1,885 Closed
SGI
2696
Summit Global Investments
Utah
-$329K -1,800 Closed
MWM
2697
MinichMacGregor Wealth Management
New York
-$338K -1,794 Closed
SAM
2698
Stansberry Asset Management
Texas
-$321K -1,755 Closed
MCG
2699
McCollum Christoferson Group
New York
-$303K -1,658 Closed
TIM
2700
Total Investment Management
Arizona
-$294K -1,609 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.