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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
CCM
426
Covington Capital Management
California
$21.8M +$340K +1,863 +2%
MCM
427
MAI Capital Management
Ohio
$21.7M +$10.6M +58,055 +91%
First Trust Advisors
428
First Trust Advisors
Illinois
$21.5M +$6.67M +36,541 +44%
JCM
429
Jacobi Capital Management
Pennsylvania
$21.5M +$282K +1,545 +1%
SRC
430
Shufro Rose & Co
New York
$21.5M -$299K -1,637 -1%
DC
431
Defender Capital
North Carolina
$21.4M +$504K +2,760 +2%
WPIC
432
White Pine Investment Company
Michigan
$21.4M +$75.1K +411 +0.3%
FRM
433
Foundation Resource Management
Arkansas
$21.3M -$498K -2,726 -2%
HI
434
Hendershot Investments
Virginia
$21.2M +$351K +1,921 +2%
DP
435
DDD Partners
Washington
$21.2M +$870K +4,763 +4%
IPGDR
436
Investidor Profissional Gestao de Recursos
Brazil
$21.1M +$7.37M +40,337 +52%
AMAL
437
Asset Management Advisors LLC
Oklahoma
$20.9M -$4.51M -24,676 -17%
CAN
438
Cetera Advisor Networks
California
$20.7M +$507K +2,775 +2%
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.5M +$18.4M +100,500 +693%
BF
440
BOK Financial
Oklahoma
$20.4M -$189K -1,034 -0.9%
GG
441
Gofen & Glossberg
Illinois
$20.4M -$219K -1,200 -1%
TIAM
442
TT International Asset Management
United Kingdom
$20.4M
QI
443
QV Investors
Alberta, Canada
$20.4M -$1.05M -5,730 -5%
CS
444
Candriam SCA
Luxembourg
$20.3M -$10.6M -57,900 -34%
CC
445
Cadinha & Co
Hawaii
$20.3M -$2.76M -15,097 -12%
AB
446
Amalgamated Bank
New York
$20.2M -$31.6M -173,033 -60%
CA
447
Cornerstone Advisors
North Carolina
$20.2M +$2.92M +16,000 +16%
CGH
448
Crossmark Global Holdings
Texas
$20.2M +$2.18M +11,957 +12%
SC
449
Saybrook Capital
North Carolina
$20.1M +$1.47M +8,072 +8%
SG Americas Securities
450
SG Americas Securities
New York
$20.1M -$727K -3,980 -3%

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.