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Berkshire Hathaway Class B
BRK.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: 2,664 → 2,938 (+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: 440 → 439 (-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

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$354M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$340M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$284M
4
Wells Fargo
Wells Fargo
California
+$247M
5
Barclays
Barclays
United Kingdom
+$211M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.37B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.1B
3
BlackRock
BlackRock
New York
-$1.08B
4
Capital World Investors
Capital World Investors
California
-$1.05B
5
GQG Partners
GQG Partners
Florida
-$644M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAF
2951
Andra AP-fonden
Sweden
– -$6.45M -30,300 Closed
MA
2952
MYDA Advisors
New York
– -$5.32M -25,000 Closed
USAA
2953
United Services Automobile Association
Texas
– -$4.5M -21,108 Closed
EGM
2954
Engineers Gate Manager
New York
– -$3.93M -18,445 Closed
Capital Fund Management (CFM)
2955
Capital Fund Management (CFM)
France
– -$3.96M -17,982 Closed
DCM
2956
Discovery Capital Management
Connecticut
– -$3.47M -16,300 Closed
SCM
2957
Stevens Capital Management
Pennsylvania
– -$2.25M -10,549 Closed
MCM
2958
Matarin Capital Management
New York
– -$2.13M -10,018 Closed
BFPW
2959
BOK Financial Private Wealth
Colorado
– -$1.62M -7,588 Closed
AAM
2960
Ascension Asset Management
New York
– -$1.19M -5,600 Closed
WA
2961
WESPAC Advisors
California
– -$1.08M -5,054 Closed
TC
2962
Toews Corporation
New Jersey
– -$980K -4,600 Closed
DS
2963
DRW Securities
Illinois
– -$978K -4,594 Closed
MC
2964
Maverick Capital
Texas
– -$877K -4,120 Closed
DSA
2965
Droms Strauss Advisors
Missouri
– -$868K -4,078 Closed
PO
2966
Private Ocean
California
– -$855K -4,014 Closed
NIM
2967
NuWave Investment Management
New Jersey
– -$807K -3,790 Closed
LOAMS
2968
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$782K -3,673 Closed
OCPWS
2969
One Charles Private Wealth Services
Massachusetts
– -$774K -3,637 Closed
MCG
2970
McCollum Christoferson Group
New York
– -$766K -3,597 Closed
HR
2971
Hayden Royal
North Carolina
– -$689K -3,240 Closed
CC
2972
Cedar Capital
Illinois
– -$682K -3,203 Closed
SNT
2973
Security National Trust
West Virginia
– -$563K -2,644 Closed
ACM
2974
Alta Capital Management
Utah
– -$476K -2,240 Closed
AI
2975
Atom Investors
Texas
– -$470K -2,205 Closed
117 118
119
120 121

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.