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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
426
Foundation Resource Management
Arkansas
$26.8M -$357K -1,622 -1%
EIP
427
Easterly Investment Partners
Massachusetts
$26.7M -$84M -381,472 -77%
SDWIA
428
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$26.7M +$936K +4,251 +4%
CBCM
429
Cook & Bynum Capital Management
Alabama
$26.7M -$6.63M -30,091 -21%
SC
430
Saybrook Capital
North Carolina
$26.4M +$9.91K +45 +0%
GG
431
Gofen & Glossberg
Illinois
$26.4M +$451K +2,048 +2%
Vontobel Holding
432
Vontobel Holding
Switzerland
$26.2M +$24.3M +110,453 New
MAM
433
Martingale Asset Management
Massachusetts
$26.2M +$21.2M +96,388 +587%
WPIC
434
White Pine Investment Company
Michigan
$26M -$1.08M -4,910 -4%
GLLW
435
Graves Light Lenhart Wealth
Virginia
$25.9M -$3.08K -14 -0%
SEI Investments
436
SEI Investments
Pennsylvania
$25.8M +$1.62M +7,350 +7%
SWM
437
Segment Wealth Management
Texas
$25.7M -$304K -1,379 -1%
FT
438
Fiduciary Trust
Massachusetts
$25.6M +$843K +3,830 +4%
NPA
439
Nichols & Pratt Advisers
Massachusetts
$25.3M -$66.1K -300 -0.3%
GD
440
Grandfield & Dodd
New York
$25.2M -$419K -1,903 -2%
CS
441
Cannell & Spears
New York
$25M -$276K -1,253 -1%
AB
442
Amalgamated Bank
New York
$24.9M -$493K -2,237 -2%
TCOV
443
Trust Company of Vermont
Vermont
$24.8M +$556K +2,527 +2%
NMIMC
444
Northwestern Mutual Investment Management Company
Wisconsin
$24.8M +$1.32K +6 +0%
PAS
445
Professional Advisory Services
Florida
$24.6M -$26.6K -121 -0.1%
BF
446
BOK Financial
Oklahoma
$24.6M +$1.32M +5,975 +6%
RFC
447
Regions Financial Corp
Alabama
$24.5M +$393K +1,786 +2%
CAM
448
Claret Asset Management
Quebec, Canada
$24.4M -$110K -498 -0.5%
KAS
449
Kemnay Advisory Services
New York
$24.3M -$3.05M -13,867 -12%
LWCA
450
Locust Wood Capital Advisers
New York
$24.2M +$546K +2,480 +2%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.