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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
V
326
Veritable
Delaware
$41M +$2.96M +14,456 +8%
WIM
327
Waverton Investment Management
United Kingdom
$40.4M -$15.2M -74,190 -28%
LWCFA
328
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.2M -$3.33M -16,289 -8%
AIA
329
Avalon Investment & Advisory
Texas
$39.7M -$3.43M -16,765 -8%
WRF
330
Waddell & Reed Financial
Kansas
$39.4M
DnB Asset Management
331
DnB Asset Management
Norway
$39.3M +$3.77M +18,412 +11%
COPPSERS
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.1M +$14.8M +72,499 +65%
DCM
333
Dupont Capital Management
Delaware
$39M -$301K -1,470 -0.8%
WBC
334
Westpac Banking Corp
Australia
$38.8M +$126K +615 +0.3%
PW
335
Price Wealth
Texas
$38.6M -$8.82M -43,106 -19%
SAM
336
Securian Asset Management
Minnesota
$38.4M +$345K +1,689 +0.9%
EIG
337
EdgePoint Investment Group
Ontario, Canada
$38.3M -$91.9M -449,197 -71%
SIC
338
Salem Investment Counselors
North Carolina
$38.2M +$58.1K +284 +0.2%
CK
339
Cohen Klingenstein
New York
$37.8M
TRSOTSOK
340
Teachers Retirement System of the State of Kentucky
Kentucky
$37.1M -$1.99M -9,713 -5%
PP
341
Prospector Partners
Connecticut
$37.1M -$273K -1,335 -0.8%
HNB
342
Huntington National Bank
Ohio
$37M -$21.4M -104,780 -38%
HCM
343
Howland Capital Management
Massachusetts
$37M +$9.12M +44,570 +35%
HCM
344
Horan Capital Management
Maryland
$36.8M -$641K -3,136 -2%
ERSOT
345
Employees Retirement System of Texas
Texas
$36.7M -$818K -4,000 -2%
CPSAC
346
Chas P. Smith & Associates (CPS)
Florida
$36.4M -$55.6K -272 -0.2%
AP
347
Archon Partners
New Jersey
$35.8M
PL
348
Parthenon LLC
Kentucky
$35M -$13.3K -65 -0%
Luther King Capital Management (LKCM)
349
Luther King Capital Management (LKCM)
Texas
$35M -$4.65M -22,738 -12%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$34.2M -$2.75M -13,447 -8%

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.