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Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
326
Avalon Investment & Advisory
Texas
$36.3M -$1.07M -5,882 -3%
DAM
327
Davis Asset Management
California
$35.7M +$30.1M +165,000 +471%
LWM
328
Lenox Wealth Management
Ohio
$35.6M +$1.09M +5,983 +3%
CB
329
Commerce Bank
Missouri
$35.3M -$1.25M -6,828 -3%
MIM
330
Manitou Investment Management
Ontario, Canada
$35M -$4.78M -26,152 -12%
OWP
331
Obermeyer Wealth Partners
Colorado
$34.9M +$963K +5,272 +3%
RL
332
Ruffer LLP
United Kingdom
$34.8M +$33.8M +184,969 New
SCI
333
S&CO Inc
Massachusetts
$34.5M -$175K -960 -0.5%
Natixis Advisors
334
Natixis Advisors
Massachusetts
$34.1M -$11.3M -61,706 -24%
ICP
335
Ironvine Capital Partners
Nebraska
$34.1M +$1.01M +5,521 +3%
B
336
BP
United Kingdom
$34.1M -$1.1M -6,000 -3%
CBCM
337
Cook & Bynum Capital Management
Alabama
$33.9M -$407K -2,226 -1%
Public Sector Pension Investment Board (PSP Investments)
338
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.5M -$20.8M -114,100 -38%
Luther King Capital Management (LKCM)
339
Luther King Capital Management (LKCM)
Texas
$33.4M -$2.91M -15,947 -8%
WRF
340
Waddell & Reed Financial
Kansas
$33M
DCM
341
Dupont Capital Management
Delaware
$33M -$1.64M -8,971 -5%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$32.9M -$3.83M -20,950 -10%
WBC
343
Westpac Banking Corp
Australia
$32.4M +$1.22M +6,700 +4%
NFC
344
Northeast Financial Consultants
Connecticut
$32.4M +$1.54M +8,421 +5%
SIC
345
Salem Investment Counselors
North Carolina
$32M -$32.3K -177 -0.1%
H
346
Hexavest
Quebec, Canada
$31.9M -$21.4M -117,089 -40%
SAM
347
Securian Asset Management
Minnesota
$31.9M -$2.31M -12,625 -7%
V
348
Veritable
Delaware
$31.8M -$1.01M -5,532 -3%
CK
349
Cohen Klingenstein
New York
$31.7M
Renaissance Technologies
350
Renaissance Technologies
New York
$31.7M +$20.1M +109,977 +162%

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.