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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$61.2M +$9.22M +45,055 +19%
Lazard Asset Management
252
Lazard Asset Management
New York
$60.9M -$234K -1,146 -0.4%
BHIA
253
Birch Hill Investment Advisors
Massachusetts
$60.6M -$562K -2,749 -1%
SJL
254
Shayne & Jacobs LLC
Tennessee
$60.2M -$311K -1,520 -0.5%
GLA
255
Great Lakes Advisors
Illinois
$59.7M -$2.35M -11,496 -4%
URS
256
Utah Retirement Systems
Utah
$59.7M +$205K +1,000 +0.4%
KFC
257
Klingenstein Fields & Co
New York
$59.4M -$353K -1,728 -0.6%
MSA
258
Mason Street Advisors
Wisconsin
$59.3M +$178K +870 +0.3%
TAM
259
Tocqueville Asset Management
New York
$58.9M +$3.25M +15,885 +6%
GT
260
Glenmede Trust
Pennsylvania
$58.9M +$1.64M +8,008 +3%
WJWM
261
Williams Jones Wealth Management
New York
$58.7M -$1.9M -9,311 -3%
BDWM
262
Brewin Dolphin Wealth Management
Ireland
$58.5M +$6.45M +31,534 +13%
CIM
263
Confluence Investment Management
Missouri
$58.4M -$533K -2,608 -0.9%
Calamos Advisors
264
Calamos Advisors
Illinois
$58.2M -$4.9M -23,977 -8%
MLICM
265
Metropolitan Life Insurance Company (MetLife)
New York
$57.4M -$1.63M -7,957 -3%
PMG
266
Private Management Group
California
$57.2M -$1.3M -6,367 -2%
Nomura Asset Management
267
Nomura Asset Management
Japan
$57.2M -$93.3K -456 -0.2%
PAG
268
Private Advisor Group
New Jersey
$56.9M +$1.43M +6,967 +3%
SL
269
Summitry LLC
California
$55.8M -$495K -2,421 -0.9%
MOACM
270
Mutual of America Capital Management
New York
$55.1M -$1.26M -6,147 -2%
OAM
271
Oppenheimer Asset Management
New York
$55M -$918K -4,486 -2%
TH
272
TCTC Holdings
Texas
$54.9M +$4.26M +20,811 +9%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$54.7M +$765K +3,741 +1%
SIM
274
Sprucegrove Investment Management
Ontario, Canada
$54.6M +$18.3M +89,400 +53%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$54.5M -$68.1K -333 -0.1%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.