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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$66.7M +$426K +1,933 +0.7%
PI
252
PineBridge Investments
New York
$66.3M +$9.73M +44,193 +18%
BHIA
253
Birch Hill Investment Advisors
Massachusetts
$66.1M +$177K +805 +0.3%
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$65.8M -$785K -3,564 -1%
PAG
255
Private Advisor Group
New Jersey
$65.6M +$718K +3,259 +1%
GLA
256
Great Lakes Advisors
Illinois
$65.5M +$416K +1,888 +0.7%
SJL
257
Shayne & Jacobs LLC
Tennessee
$65.4M -$126K -573 -0.2%
Nomura Asset Management
258
Nomura Asset Management
Japan
$64.8M +$2.36M +10,725 +4%
KFC
259
Klingenstein Fields & Co
New York
$64.7M +$661 +3 +0%
PMG
260
Private Management Group
California
$64M +$1.6M +7,262 +3%
GT
261
Glenmede Trust
Pennsylvania
$63.3M -$792K -3,597 -1%
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$63.2M -$4.72M -21,416 -7%
Mariner
263
Mariner
Kansas
$62.6M +$3.53M +16,026 +6%
MSA
264
Mason Street Advisors
Wisconsin
$62.2M -$2.19M -9,944 -4%
Barrow, Hanley, Mewhinney & Strauss
265
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.2M -$227M -1,032,722 -79%
WJWM
266
Williams Jones Wealth Management
New York
$61.1M -$2.68M -12,175 -4%
Calamos Advisors
267
Calamos Advisors
Illinois
$60.7M -$2.5M -11,341 -4%
SL
268
Summitry LLC
California
$60.6M -$148K -670 -0.3%
TAM
269
Tocqueville Asset Management
New York
$60.5M -$3.47M -15,766 -6%
OAM
270
Oppenheimer Asset Management
New York
$59.5M -$372K -1,689 -0.7%
Squarepoint
271
Squarepoint
New York
$59.4M +$53.6M +243,462 +1,940%
TH
272
TCTC Holdings
Texas
$59.3M -$462K -2,100 -0.8%
RMDI
273
R.M. Davis Inc
Maine
$58.9M +$1.6M +7,269 +3%
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$58.2M -$4.03M -18,292 -7%
FAF
275
Första AP-fonden
Sweden
$58.2M +$5.84M +26,500 +12%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.