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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
LC
451
Lincoln Capital
Nebraska
$24.1M +$340K +1,546 +2%
CANC
452
Culbertson A N & Co
Virginia
$24M -$133K -606 -0.6%
GJIC
453
Gamble Jones Investment Counsel
California
$24M -$2.42M -10,980 -10%
TNB
454
Thomasville National Bank
Georgia
$24M +$225K +1,023 +1%
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$24M -$2.92M -13,271 -11%
WF
456
Welch & Forbes
Massachusetts
$24M +$195K +887 +0.9%
SC
457
Steginsky Capital
New York
$23.9M -$10.1K -46 -0%
CAN
458
Cetera Advisor Networks
California
$23.8M -$2.24M -10,181 -9%
MIM
459
Meridiem Investment Management
United Kingdom
$23.8M +$22.6M +102,585 New
SRC
460
Shufro Rose & Co
New York
$23.7M -$2.87M -13,030 -11%
FNT
461
First Nebraska Trust
Nebraska
$23.7M -$37.4K -170 -0.2%
Bank Julius Baer & Co
462
Bank Julius Baer & Co
Switzerland
$23.6M -$5.9M -26,786 -21%
YIA
463
YHB Investment Advisors
Connecticut
$23.6M +$121K +551 +0.5%
BB
464
Busey Bank
Illinois
$23.5M -$804K -3,651 -3%
EBSAM
465
Eubel Brady & Suttman Asset Management
Ohio
$23.5M -$535K -2,431 -2%
JWA
466
JFS Wealth Advisors
Pennsylvania
$23.5M -$171K -778 -0.8%
Man Group
467
Man Group
United Kingdom
$23.4M +$7.14M +32,410 +47%
VFA
468
Valeo Financial Advisors
Indiana
$23.2M +$55M +249,565 +271%
H
469
Hexavest
Quebec, Canada
$23.2M -$10.4M -47,203 -32%
EMPI
470
Elo Mutual Pension Insurance
Finland
$23.1M +$21.9M +99,633 New
ECM
471
Elgethun Capital Management
South Dakota
$23M +$157K +715 +0.7%
TSW
472
Thompson Siegel & Walmsley
Virginia
$23M -$36.8K -167 -0.2%
SC
473
SouthState Corp
Florida
$22.8M -$789K -3,585 -4%
NFC
474
Northeast Financial Consultants
Connecticut
$22.8M
EP
475
Edgestream Partners
New Jersey
$22.7M +$21.6M +98,031 New

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.