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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
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$24.5M -$2.61M -14,308 -10%
AII
402
AGF Investments Inc
Ontario, Canada
$24.2M +$717K +3,928 +3%
BTW
403
Boston Trust Walden
Massachusetts
$24.1M -$30.3K -166 -0.1%
CIC
404
Carnegie Investment Counsel
Ohio
$23.9M -$842K -4,611 -3%
JIC
405
JRM Investment Counsel
Nebraska
$23.7M +$1.84M +10,060 +8%
LI
406
Lafayette Investments
Maryland
$23.7M -$178K -976 -0.7%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$23.5M +$1.57M +8,600 +7%
NFGCM
408
Norman Fields Gottscho Capital Management
New York
$23.2M -$923K -5,055 -4%
A
409
AustralianSuper
Australia
$23.1M +$23.7M +129,675 New
1832 Asset Management
410
1832 Asset Management
Ontario, Canada
$23.1M +$2.66M +14,560 +13%
HCM
411
Howland Capital Management
Massachusetts
$23.1M +$8.21M +44,967 +53%
NCM
412
New Capital Management
Texas
$23M -$442K -2,419 -2%
GJIC
413
Gamble Jones Investment Counsel
California
$22.9M -$1.53M -8,402 -6%
PL
414
Perpetual Ltd
Australia
$22.9M +$2.51M +13,725 +12%
RC
415
RegentAtlantic Capital
New Jersey
$22.7M +$304K +1,664 +1%
YAM
416
Yacktman Asset Management
Texas
$22.7M -$176K -963 -0.8%
SFM
417
Stack Financial Management
Montana
$22.6M +$27.9K +153 +0.1%
WI
418
Wintrust Investments
Illinois
$22.6M +$1.6M +8,760 +7%
NPF
419
Norris Perne & French
Michigan
$22.4M +$4.63M +25,358 +25%
PWC
420
PYA Waltman Capital
Tennessee
$22.3M +$1.43M +7,835 +7%
AMCA
421
Arthur M. Cohen & Associates
Illinois
$22.3M -$1.33M -7,307 -6%
HIC
422
Harvey Investment Company
Kentucky
$22.3M +$119K +650 +0.5%
DC
423
DPM Capital
Florida
$22.2M +$22.7M +124,293 New
WT
424
Washington Trust
Rhode Island
$21.9M -$456K -2,495 -2%
DJSG
425
D.J. St. Germain
Massachusetts
$21.9M -$44.7K -245 -0.2%

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.