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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
HCM
351
Horan Capital Management
Maryland
$37M -$2.97M -13,500 -8%
DP
352
DDD Partners
Washington
$36.8M +$1.82M +8,269 +5%
LAM
353
Lountzis Asset Management
Pennsylvania
$36.8M
MA
354
MUFG Americas
New York
$36.7M +$969K +4,400 +3%
FNBOO
355
First National Bank of Omaha
Nebraska
$36.6M +$25.5K +116 +0.1%
BBI
356
Baxter Bros Inc
Connecticut
$36.5M +$501K +2,274 +1%
CTC
357
Central Trust Company
Missouri
$36.5M -$585K -2,657 -2%
AC
358
Avenir Corporation
Virginia
$36.4M +$1.79M +8,143 +5%
1832 Asset Management
359
1832 Asset Management
Ontario, Canada
$36.4M +$6.04M +27,437 +21%
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$36.3M +$21M +95,364 +156%
PGFC
361
Peapack-Gladstone Financial Corp
New Jersey
$36M +$1.5M +6,809 +5%
HNB
362
Huntington National Bank
Ohio
$35.9M -$4.21M -19,126 -11%
OPERF
363
Oregon Public Employees Retirement Fund
Oregon
$35.7M -$1.48M -6,730 -4%
NIM
364
Northeast Investment Management
Massachusetts
$35.5M -$658K -2,986 -2%
Luther King Capital Management (LKCM)
365
Luther King Capital Management (LKCM)
Texas
$35.5M -$2.46M -11,172 -7%
FCI
366
Financial Counselors Inc
Kansas
$35.4M +$275K +1,251 +0.8%
FCMC
367
Founders Capital Management (Connecticut)
Connecticut
$35.3M -$224K -1,017 -0.7%
DWM
368
Destination Wealth Management
California
$35.2M +$1.17M +5,333 +4%
RC
369
Roundview Capital
New Jersey
$34.7M +$408K +1,855 +1%
MJRIC
370
Mogy Joel R Investment Counsel
California
$34.6M -$579K -2,629 -2%
DCM
371
Dupont Capital Management
Delaware
$34.5M -$7.55M -34,285 -19%
Los Angeles Capital Management
372
Los Angeles Capital Management
California
$34.3M +$9.75M +44,272 +43%
MML Investors Services
373
MML Investors Services
Massachusetts
$33.9M +$349K +1,587 +1%
DJSG
374
D.J. St. Germain
Massachusetts
$33.8M +$371K +1,687 +1%
AIS
375
AM Investment Strategies
Tennessee
$33.8M -$439K -1,995 -1%

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.