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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
EAM
3001
Eukles Asset Management
Ohio
$6K +$6.07K +25 New
FPW
3002
Flagship Private Wealth
Massachusetts
$5.25K – – –
TCM
3003
TD Capital Management
Tennessee
$5K – – –
MGI
3004
MayTech Global Investments
New York
$4K – – –
PC
3005
Permanens Capital
New York
$4K +$1.46K +6 +60%
LFASL
3006
Lugano Financial Advisors SA (LFA)
Switzerland
$3K -$544K -2,239 -100%
CAM
3007
ClariVest Asset Management
California
$3K – – –
AMC
3008
Asset Management Corp
Illinois
$2.29K -$134K -550 -6%
UFF
3009
USA Financial Formulas
Michigan
$2K – – –
SHCM
3010
Silver Heights Capital Management
Ontario, Canada
$2K +$1.7K +7 New
1WM
3011
1900 Wealth Management
Texas
$1.65K – – –
MGIM
3012
M&G Investment Management
United Kingdom
$1.63K -$129K -532 -8%
DI
3013
DRH Investments
California
$1K – – –
MIH
3014
Meitav Investment House
Israel
$974 +$23.6K +97 +3%
LPARFS
3015
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$510 +$486K +2,000 New
SWM
3016
Sugarloaf Wealth Management
Georgia
$457 -$154K -636 -26%
Walleye Capital
3017
Walleye Capital
New York
$372 +$49.3K +203 +16%
MA
3018
MBA Advisors
Pennsylvania
$371 +$352K +1,451 New
AAM
3019
Anglepoint Asset Management
Cayman Islands
– -$148M -638,100 Closed
Janney Montgomery Scott
3020
Janney Montgomery Scott
Pennsylvania
– -$88.2M -380,558 Closed
MSA
3021
Mason Street Advisors
Wisconsin
– -$62.2M -268,463 Closed
CM
3022
Crestline Management
Texas
– -$40.6M -175,000 Closed
MSE
3023
MUFG Securities EMEA
United Kingdom
– -$20.6M -89,000 Closed
SCM
3024
Sirios Capital Management
Massachusetts
– -$20.2M -86,981 Closed
DC
3025
DPM Capital
Florida
– -$14.4M -62,210 Closed
119 120
121
122 123

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.