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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
CBCM
376
Cook & Bynum Capital Management
Alabama
$30.9M -$9.18M -44,858 -24%
MML Investors Services
377
MML Investors Services
Massachusetts
$30.8M +$800K +3,909 +3%
DJSG
378
D.J. St. Germain
Massachusetts
$30.7M +$4.44M +21,696 +18%
ECAM
379
East Coast Asset Management
Massachusetts
$30.7M -$12.6M -61,791 -30%
GIA
380
Guyasuta Investment Advisors
Pennsylvania
$30.5M +$1.01M +4,940 +4%
PCM
381
Parsons Capital Management
Rhode Island
$30.4M -$136K -665 -0.5%
ACM
382
Aquamarine Capital Management
New York
$29.9M
PTC
383
Philadelphia Trust Company
Pennsylvania
$29.9M -$318K -1,555 -1%
SWA
384
SFMG Wealth Advisors
Texas
$29.7M -$415K -2,029 -1%
AMAL
385
Asset Management Advisors LLC
Oklahoma
$29.5M +$4.39M +21,447 +18%
RCAMU
386
Rothschild & Co Asset Management US
Connecticut
$29.4M -$3.95M -19,325 -12%
Pacer Advisors
387
Pacer Advisors
Pennsylvania
$29.1M -$5.48M -26,794 -16%
AII
388
AGF Investments Inc
Ontario, Canada
$29M +$141K +687 +0.5%
BTW
389
Boston Trust Walden
Massachusetts
$28.7M +$15.3K +75 +0.1%
X
390
Xponance
Pennsylvania
$28.6M -$2.2M -10,769 -7%
NAM
391
Nissay Asset Management
Japan
$28.4M -$3.43M -16,791 -11%
JIC
392
JRM Investment Counsel
Nebraska
$28.3M +$47.5K +232 +0.2%
CC
393
Cadinha & Co
Hawaii
$28.1M +$3.75M +18,341 +16%
CIC
394
Carnegie Investment Counsel
Ohio
$28M -$432K -2,111 -2%
1832 Asset Management
395
1832 Asset Management
Ontario, Canada
$27.6M +$145K +710 +0.5%
PWC
396
PYA Waltman Capital
Tennessee
$27.6M +$911K +4,453 +4%
NFGCM
397
Norman Fields Gottscho Capital Management
New York
$27.5M -$119K -580 -0.4%
CIM
398
Courant Investment Management
Tennessee
$27.5M
Bank Julius Baer & Co
399
Bank Julius Baer & Co
Switzerland
$27.4M -$735K -3,594 -3%
LI
400
Lafayette Investments
Maryland
$27.3M -$852K -4,167 -3%

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.