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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
MAA
301
Mraz Amerine & Associates
California
$50.7M -$3.6M -16,366 -7%
CAG
302
Crestwood Advisors Group
Massachusetts
$50.2M -$276K -1,255 -0.6%
SCM
303
Smead Capital Management
Arizona
$50.1M -$1.74M -7,914 -4%
CB
304
Commerce Bank
Missouri
$50M -$564K -2,561 -1%
WIM
305
Wittenberg Investment Management
Massachusetts
$49.1M -$512K -2,325 -1%
DADC
306
D.A. Davidson & Co
Montana
$49M -$469K -2,129 -1%
AWM
307
Arbor Wealth Management
Florida
$48.6M -$659K -2,993 -1%
SCA
308
STALEY CAPITAL ADVISERS
Pennsylvania
$48.4M -$79.3K -360 -0.2%
ICG
309
InterOcean Capital Group
Tennessee
$48.3M +$45.9M +208,430 New
TIM
310
Tikehau Investment Management
France
$48M -$19.5M -88,700 -30%
QAM
311
QCI Asset Management
New York
$47.9M -$1.66M -7,526 -4%
HPC
312
HM Payson & Co
Maine
$47.8M -$918K -4,169 -2%
BMO
313
Beck Mack & Oliver
New York
$47.4M -$1.72M -7,790 -4%
EIA
314
Edgemoor Investment Advisors
Maryland
$47.3M -$318K -1,445 -0.7%
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$47.1M -$818K -3,717 -2%
SCP
316
Seizert Capital Partners
Michigan
$46.8M -$7.25M -32,921 -14%
CIM
317
Confluence Investment Management
Missouri
$46.8M -$15.9M -72,267 -26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.4M +$41.6M +188,957 +1,672%
DAM
319
Davis Asset Management
California
$46.4M
SAIG
320
Semper Augustus Investments Group
Colorado
$46.3M -$1.47M -6,681 -3%
VDBMI
321
Van Den Berg Management I
Texas
$46.2M -$1.32M -5,992 -3%
MIM
322
Manitou Investment Management
Ontario, Canada
$46M +$680K +3,090 +2%
OWP
323
Obermeyer Wealth Partners
Colorado
$45.9M -$455K -2,067 -1%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$45.8M
FCIM
325
Fairview Capital Investment Management
California
$45.4M -$278K -1,261 -0.6%

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.