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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
2701
Morse Asset Management
Connecticut
-$288K -1,575 Closed
RC
2702
Rovin Capital
Arizona
-$287K -1,533 Closed
BCM
2703
Brasada Capital Management
Texas
-$260K -1,421 Closed
LFPWM
2704
Leicht Financial Planning & Wealth Management
New Jersey
-$247K -1,350 Closed
SBWM
2705
Sunflower Bank Wealth Management
Arizona
-$242K -1,326 Closed
MFG
2706
Monte Financial Group
Connecticut
-$239K -1,305 Closed
CCM
2707
Cutler Capital Management
Massachusetts
-$238K -1,300 Closed
EWF
2708
Epstein & White Financial
California
-$234K -1,279 Closed
GHAM
2709
Gilman Hill Asset Management
Connecticut
-$225K -1,231 Closed
HFS
2710
Howard Financial Services
Texas
-$223K -1,218 Closed
FRM
2711
Fox Run Management
Connecticut
-$222K -1,214 Closed
BCAM
2712
Boston Common Asset Management
Massachusetts
-$221K -1,211 Closed
HA
2713
HC Advisors
Georgia
-$219K -1,200 Closed
OWA
2714
One Wealth Advisors
California
-$218K -1,195 Closed
SDJVC
2715
St. Denis J. Villere & Co
Louisiana
-$217K -1,190 Closed
WC
2716
Westhampton Capital
North Carolina
-$215K -1,175 Closed
TC
2717
Tatro Capital
Kentucky
-$214K -1,171 Closed
BFP
2718
Briaud Financial Planning
Texas
-$213K -1,167 Closed
NCM
2719
Nelson Capital Management
California
-$210K -1,150 Closed
JT
2720
Jump Trading
Illinois
-$210K -1,147 Closed
OIS
2721
Okabena Investment Services
Minnesota
-$210K -1,147 Closed
OCG
2722
Opus Capital Group
Ohio
-$209K -1,145 Closed
CM
2723
Columbus Macro
Pennsylvania
-$208K -1,139 Closed
OL
2724
Optas LLC
Texas
-$207K -1,137 Closed
RPA
2725
Rock Point Advisors
Vermont
-$204K -1,116 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.