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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
MCM
2926
McMillion Capital Management
North Carolina
$4K +$3.52K +16 New
CBTWT
2927
Community Bank & Trust (Waco, Texas)
Texas
$3.85K +$442K +2,005 +14%
CAM
2928
ClariVest Asset Management
California
$3K
MGI
2929
MayTech Global Investments
New York
$3K +$1.1K +5 +50%
KFAA
2930
Klaas Financial Asset Advisors
Illinois
$3K +$3.08K +14 New
FI
2931
Fosun International
China
$2.4K
PC
2932
Permanens Capital
New York
$2K +$2.2K +10 New
NDSI
2933
Newman Dignan & Sheerar Inc
Rhode Island
$1.65K -$58.4K -265 -4%
MGIM
2934
M&G Investment Management
United Kingdom
$1.61K -$9.69K -44 -0.6%
TI
2935
tru Independence
Oregon
$1.09K -$17.4K -79 -2%
DI
2936
DRH Investments
California
$1K
UFF
2937
USA Financial Formulas
Michigan
$1K
Walleye Capital
2938
Walleye Capital
New York
$291 -$616K -2,799 -69%
CRI
2939
Colonial River Investments
Virginia
$276 +$254K +1,152 New
WOSD
2940
WFA of San Diego
California
$231 +$3.81M +17,298 New
BFP
2941
Briaud Financial Planning
Texas
$223 +$213K +966 New
GQG Partners
2942
GQG Partners
Florida
-$644M -3,024,732 Closed
EIG
2943
EdgePoint Investment Group
Ontario, Canada
-$38.3M -180,000 Closed
VIM
2944
Veritas Investment Management
United Kingdom
-$26.4M -123,914 Closed
Parallax Volatility Advisers
2945
Parallax Volatility Advisers
California
-$25.1M -117,961 Closed
AIM
2946
Artemis Investment Management
United Kingdom
-$16M -75,346 Closed
AC
2947
Athanor Capital
New York
-$15.8M -74,282 Closed
JCM
2948
Janney Capital Management
Pennsylvania
-$11.1M -52,192 Closed
ECP
2949
Empyrean Capital Partners
California
-$10.8M -50,496 Closed
EFM
2950
Ennismore Fund Management
United Kingdom
-$10.1M -47,300 Closed

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.