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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
SC
426
Saybrook Capital
North Carolina
$24.2M +$281K +1,375 +1%
CAN
427
Cetera Advisor Networks
California
$24M -$637K -3,113 -3%
SWM
428
Segment Wealth Management
Texas
$23.9M +$2.39M +11,699 +12%
GG
429
Gofen & Glossberg
Illinois
$23.8M -$533K -2,608 -2%
GLLW
430
Graves Light Lenhart Wealth
Virginia
$23.8M +$107K +524 +0.5%
SDWIA
431
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$23.6M +$581K +2,839 +3%
GD
432
Grandfield & Dodd
New York
$23.6M +$423K +2,067 +2%
AB
433
Amalgamated Bank
New York
$23.4M -$684K -3,345 -3%
NPA
434
Nichols & Pratt Advisers
Massachusetts
$23.3M -$144K -704 -0.6%
CS
435
Cannell & Spears
New York
$23.2M -$49.1K -240 -0.2%
CS
436
Candriam SCA
Luxembourg
$23.1M -$1.06M -5,160 -5%
BSW
437
Buckingham Strategic Wealth
Missouri
$23M +$8.23M +40,226 +59%
EWA
438
Exencial Wealth Advisors
Oklahoma
$23M +$9.03M +44,152 +69%
CGH
439
Crossmark Global Holdings
Texas
$23M -$1.04M -5,087 -5%
FBB
440
Fulton Breakefield Broenniman
Maryland
$22.8M -$137K -669 -0.6%
BJ
441
Brouwer & Janachowski
California
$22.7M -$874K -4,272 -4%
FT
442
Fiduciary Trust
Massachusetts
$22.7M -$338K -1,650 -2%
PAS
443
Professional Advisory Services
Florida
$22.6M -$991K -4,844 -4%
CAM
444
Claret Asset Management
Quebec, Canada
$22.5M -$305K -1,492 -1%
GJCM
445
Grand Jean Capital Management
California
$22.5M -$50.3K -246 -0.2%
BB
446
Busey Bank
Illinois
$22.4M +$374K +1,826 +2%
GAM
447
Gotham Asset Management
New York
$22.4M +$9.91M +48,446 +85%
TCOV
448
Trust Company of Vermont
Vermont
$22.2M -$523K -2,555 -2%
CANC
449
Culbertson A N & Co
Virginia
$22.2M -$668K -3,264 -3%
SEI Investments
450
SEI Investments
Pennsylvania
$22.1M -$378K -1,846 -2%

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.