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Berkshire Hathaway Class B
BRK.B

3,017 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,154 increasing their positions, 1,248 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 71

37% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.53B

7% more capital invested

Capital invested by funds: $209B → $225B (+$15.6B)

5% more funds holding in top 10

Funds holding in top 10: 439 → 460 (+21)

3% more funds holding

Funds holding: 2,938 → 3,017 (+79)

0.51% more ownership

Funds ownership: 65.71% → 66.22% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 1,154 | Existing positions reduced: 1,248

Holders
3,017
Holders Change
+79
Holders Change %
+2.69%
% of All Funds
52.98%
Holding in Top 10
460
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.78%
% of All Funds
8.08%
New
183
Increased
1,154
Reduced
1,248
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$133M

Top Buyers

1
State Street
State Street
Massachusetts
+$818M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$759M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$413M
4
Bank of America
Bank of America
North Carolina
+$259M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$249M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.21B
2
Capital International Investors
Capital International Investors
California
-$751M
3
Capital World Investors
Capital World Investors
California
-$629M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$586M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$574M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.16B +$71M +292,297 +7%
Ameriprise
27
Ameriprise
Minnesota
$1.13B -$198M -815,821 -16%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.13B -$59.4M -244,419 -5%
Barclays
29
Barclays
United Kingdom
$1.13B +$43.7M +180,012 +4%
UBS Group
30
UBS Group
Switzerland
$1.11B -$48.9M -201,180 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.07B -$83.7M -344,599 -8%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.05B -$73.8M -304,014 -7%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$912M +$249M +1,023,775 +41%
Artisan Partners
34
Artisan Partners
Wisconsin
$895M -$23.7M -97,553 -3%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$894M -$9.87M -40,627 -1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$836M -$51.4M -211,536 -6%
Harris Associates
37
Harris Associates
Illinois
$832M +$71.6M +295,021 +10%
EVM
38
Eaton Vance Management
Massachusetts
$812M +$31.4M +129,507 +4%
Invesco
39
Invesco
Georgia
$804M +$9.59M +39,494 +1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$799M +$759M +3,126,135 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$776M -$40.9M -168,504 -5%
Boston Partners
42
Boston Partners
Massachusetts
$770M -$184M -759,092 -20%
Creative Planning
43
Creative Planning
Kansas
$737M -$32.5M -133,897 -4%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$723M -$48.4M -199,495 -7%
Deutsche Bank
45
Deutsche Bank
Germany
$719M +$200M +824,250 +41%
FMI
46
Fiduciary Management Inc
Wisconsin
$697M -$24.3M -100,081 -4%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$695M +$29.9M +122,941 +5%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$663M +$83.2M +342,605 +15%
Principal Financial Group
49
Principal Financial Group
Iowa
$644M -$60.7M -249,820 -9%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$630M -$40.1M -165,302 -6%
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BRK.B Hedge Fund Activity: Q1 2021 in Review

3,017 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2021, worth a combined $225B — up 7.4% from $209B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new BRK.B positions and 71 closed out — a net gain of 112 holders — while 1,154 added to existing stakes and 1,248 trimmed.

The largest buyer was State Street, adding an estimated $818M. The largest seller was Gates Foundation Trust, cutting an estimated $1.21B.

  • 3,017 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2021, up from 2,938 in Q4 2020.
  • Funds reported $225B of Berkshire Hathaway Class B stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 183 funds opened new Berkshire Hathaway Class B positions in Q1 2021 and 71 closed out, a net change of +112 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2021 was State Street, an estimated $818M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2021 was Gates Foundation Trust, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2021.