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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
SFM
401
Stack Financial Management
Montana
$27.2M +$252K +1,232 +1%
RC
402
RegentAtlantic Capital
New Jersey
$27.2M +$106K +516 +0.4%
NCM
403
New Capital Management
Texas
$26.9M -$565K -2,760 -2%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$26.5M -$1.43M -7,000 -5%
NPF
405
Norris Perne & French
Michigan
$26.5M -$186K -909 -0.7%
VIM
406
Veritas Investment Management
United Kingdom
$26.4M -$62M -303,139 -71%
JCM
407
Jacobi Capital Management
Pennsylvania
$26.3M +$650K +3,180 +3%
DC
408
Defender Capital
North Carolina
$26.3M +$692K +3,385 +3%
RIG
409
Roosevelt Investment Group
New York
$26.1M +$2.29M +11,182 +10%
HIC
410
Harvey Investment Company
Kentucky
$26.1M -$481K -2,350 -2%
CCM
411
Covington Capital Management
California
$26M -$66.3K -324 -0.3%
WT
412
Washington Trust
Rhode Island
$25.6M -$438K -2,143 -2%
GT
413
Greenleaf Trust
Michigan
$25.3M +$2.24M +10,927 +10%
KAS
414
Kemnay Advisory Services
New York
$25.2M -$4.1M -20,043 -14%
Parallax Volatility Advisers
415
Parallax Volatility Advisers
California
$25.1M -$44.6M -217,951 -65%
HI
416
Hendershot Investments
Virginia
$25.1M -$168K -823 -0.7%
FRM
417
Foundation Resource Management
Arkansas
$25M -$464K -2,268 -2%
WPIC
418
White Pine Investment Company
Michigan
$24.9M -$585K -2,858 -2%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$24.9M +$1.86M +9,108 +8%
AMCA
420
Arthur M. Cohen & Associates
Illinois
$24.8M -$1.78M -8,691 -7%
Daiwa Securities Group
421
Daiwa Securities Group
Japan
$24.8M +$23.8M +116,249 New
KRS
422
Kentucky Retirement Systems
Kentucky
$24.6M +$1.47M +7,183 +7%
SRC
423
Shufro Rose & Co
New York
$24.6M -$981K -4,794 -4%
GJIC
424
Gamble Jones Investment Counsel
California
$24.4M -$2.83M -13,821 -11%
II
425
IFM Investors
Australia
$24.3M +$2.62M +12,799 +13%

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.