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Berkshire Hathaway Class B
BRK.B

3,017 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,154 increasing their positions, 1,248 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 71

37% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.53B

7% more capital invested

Capital invested by funds: $209B → $225B (+$15.6B)

5% more funds holding in top 10

Funds holding in top 10: 439 → 460 (+21)

3% more funds holding

Funds holding: 2,938 → 3,017 (+79)

0.51% more ownership

Funds ownership: 65.71% → 66.22% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 1,154 | Existing positions reduced: 1,248

Holders
3,017
Holders Change
+79
Holders Change %
+2.69%
% of All Funds
52.98%
Holding in Top 10
460
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.78%
% of All Funds
8.08%
New
183
Increased
1,154
Reduced
1,248
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$133M

Top Buyers

1
State Street
State Street
Massachusetts
+$818M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$759M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$413M
4
Bank of America
Bank of America
North Carolina
+$259M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$249M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.21B
2
Capital International Investors
Capital International Investors
California
-$751M
3
Capital World Investors
Capital World Investors
California
-$629M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$586M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$574M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
2951
Nisa Investment Advisors
Missouri
$87.5K -$4.61M -18,986 -5%
CCMW
2952
Cypress Capital Management (Wyoming)
Wyoming
$87K -$6.8K -28 -8%
FMTCOCP
2953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
Q
2954
QVR
California
$78K +$74.1K +305 New
AA
2955
AlphaMark Advisors
Kentucky
$77K – – –
LGWM
2956
Litman Gregory Wealth Management
California
$77K – – –
AS
2957
Altshuler Shaham
Israel
$75K -$31.3K -129 -31%
IRC
2958
Investors Research Corp
Georgia
$75K – – –
IWP
2959
IAG Wealth Partners
Wisconsin
$73K – – –
SCM
2960
Silvant Capital Management
Georgia
$72K – – –
HI
2961
Hoey Investments
Pennsylvania
$64K +$36.4K +150 +150%
CP
2962
Corbenic Partners
Pennsylvania
$63K – – –
FFC
2963
First Financial Corp
Indiana
$62K -$7.04K -29 -11%
TAM
2964
Tucker Asset Management
Colorado
$57K – – –
CIM
2965
Contravisory Investment Management
Massachusetts
$51K – – –
LWA
2966
Lowe Wealth Advisors
Maryland
$51K – – –
SL
2967
Savior LLC
Massachusetts
$51K – – –
CFO
2968
Colony Family Offices
North Carolina
$51K +$48.6K +200 New
MAM
2969
Magellan Asset Management
Australia
$47K – – –
T
2970
TOBAM
France
$47K – – –
CCMIC
2971
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$45K +$42.5K +175 New
IF
2972
Ironwood Financial
Arizona
$41K – – –
LWP
2973
Laurel Wealth Planning
Minnesota
$40K -$5.34K -22 -12%
TAIM
2974
TD Ameritrade Investment Management
Nebraska
$40K – – –
BC
2975
Belmont Capital
California
$38K – – –
117 118
119
120 121

BRK.B Hedge Fund Activity: Q1 2021 in Review

3,017 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2021, worth a combined $225B — up 7.4% from $209B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new BRK.B positions and 71 closed out — a net gain of 112 holders — while 1,154 added to existing stakes and 1,248 trimmed.

The largest buyer was State Street, adding an estimated $818M. The largest seller was Gates Foundation Trust, cutting an estimated $1.21B.

  • 3,017 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2021, up from 2,938 in Q4 2020.
  • Funds reported $225B of Berkshire Hathaway Class B stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 183 funds opened new Berkshire Hathaway Class B positions in Q1 2021 and 71 closed out, a net change of +112 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2021 was State Street, an estimated $818M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2021 was Gates Foundation Trust, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2021.