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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
CTC
351
Central Trust Company
Missouri
$34.1M -$258K -1,263 -0.8%
LAM
352
Lountzis Asset Management
Pennsylvania
$33.8M -$10.2K -50 -0%
FNBOO
353
First National Bank of Omaha
Nebraska
$33.6M +$3.99M +19,491 +14%
NIM
354
Northeast Investment Management
Massachusetts
$33.3M +$416K +2,036 +1%
WT
355
Whittier Trust
California
$33.2M +$808K +3,952 +3%
BBI
356
Baxter Bros Inc
Connecticut
$33.1M +$295K +1,442 +0.9%
MA
357
MUFG Americas
New York
$32.8M -$99K -484 -0.3%
FCMC
358
Founders Capital Management (Connecticut)
Connecticut
$32.7M -$414K -2,022 -1%
MJRIC
359
Mogy Joel R Investment Counsel
California
$32.4M -$1.81M -8,856 -6%
FCI
360
Financial Counselors Inc
Kansas
$32.3M -$1.18M -5,747 -4%
FAM
361
Fenimore Asset Management
New York
$32.2M -$1.09M -5,307 -3%
WP
362
WealthPLAN Partners
Nebraska
$32.1M -$25.2M -123,286 -46%
DP
363
DDD Partners
Washington
$32.1M +$6.55M +32,022 +27%
GCM
364
Gabalex Capital Management
New York
$31.9M +$8.18M +40,000 +36%
ABC
365
Associated Banc-Corp
Wisconsin
$31.9M -$1.62M -7,901 -5%
AC
366
Avenir Corporation
Virginia
$31.7M +$147K +721 +0.5%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$31.6M -$1.38M -6,728 -4%
CCB
368
Cutter & Co Brokerage
Missouri
$31.6M +$1.55M +7,595 +5%
RC
369
Roundview Capital
New Jersey
$31.5M -$80K -391 -0.3%
AIS
370
AM Investment Strategies
Tennessee
$31.4M +$30.2M +147,569 New
H
371
Hexavest
Quebec, Canada
$31.4M -$6.45M -31,534 -18%
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$31.2M -$942K -4,606 -3%
DWM
373
Destination Wealth Management
California
$31.2M +$163K +796 +0.5%
CPIG
374
Chicago Partners Investment Group
Illinois
$31.1M +$443K +2,165 +1%
SIM
375
Sentry Investment Management
Wisconsin
$31.1M -$7.57K -37 -0%

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.