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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Commerce Bank
Missouri
$46.5M +$4.2M +20,550 +10%
CAG
302
Crestwood Advisors Group
Massachusetts
$46.4M -$78.5K -384 -0.2%
B
303
BP
United Kingdom
$46M +$5.17M +25,290 +13%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$45.8M
WIM
305
Wittenberg Investment Management
Massachusetts
$45.6M -$937K -4,580 -2%
QAM
306
QCI Asset Management
New York
$45.6M -$1.17M -5,710 -3%
DADC
307
D.A. Davidson & Co
Montana
$45.4M -$128K -625 -0.3%
AWM
308
Arbor Wealth Management
Florida
$45.3M +$1.47M +7,208 +4%
BMO
309
Beck Mack & Oliver
New York
$45.2M -$460K -2,250 -1%
HPC
310
HM Payson & Co
Maine
$44.8M -$609K -2,975 -1%
SCA
311
STALEY CAPITAL ADVISERS
Pennsylvania
$44.5M -$1.83M -8,950 -4%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$44.1M -$771K -3,767 -2%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$44M -$83.6M -408,735 -66%
SAIG
314
Semper Augustus Investments Group
Colorado
$43.9M -$479K -2,340 -1%
EIA
315
Edgemoor Investment Advisors
Maryland
$43.8M +$234K +1,145 +0.6%
VDBMI
316
Van Den Berg Management I
Texas
$43.7M -$773K -3,777 -2%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$42.7M +$1.88M +9,183 +5%
OWP
318
Obermeyer Wealth Partners
Colorado
$42.6M +$939K +4,592 +2%
DAM
319
Davis Asset Management
California
$42.6M
OAC
320
OMERS Administration Corp
Ontario, Canada
$42.5M -$4.96M -24,272 -11%
YAM
321
Yacktman Asset Management
Texas
$42.3M +$14.6M +71,405 +56%
FCIM
322
Fairview Capital Investment Management
California
$42M -$1.59M -7,754 -4%
MIM
323
Manitou Investment Management
Ontario, Canada
$41.6M -$108K -530 -0.3%
ICP
324
Ironvine Capital Partners
Nebraska
$41M +$352K +1,722 +0.9%
SCI
325
S&CO Inc
Massachusetts
$41M -$215K -1,052 -0.5%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.