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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
GJCM
476
Grand Jean Capital Management
California
$18.9M +$365K +1,996 +2%
FDCC
477
Foster Dykema Cabot & Co
Massachusetts
$18.8M -$259K -1,416 -1%
RFC
478
Regions Financial Corp
Alabama
$18.8M -$1.26M -6,919 -6%
ACA
479
Anchor Capital Advisors
Massachusetts
$18.7M -$5.18M -28,355 -21%
DOA
480
D'Orazio & Associates
Virginia
$18.6M -$99.7K -546 -0.5%
EBSAM
481
Eubel Brady & Suttman Asset Management
Ohio
$18.5M +$122K +666 +0.6%
TNB
482
Thomasville National Bank
Georgia
$18.5M +$1.84M +10,102 +11%
BB
483
Busey Bank
Illinois
$18.4M -$882K -4,829 -4%
JWA
484
JFS Wealth Advisors
Pennsylvania
$18.4M +$414K +2,269 +2%
BFS
485
Baskin Financial Services
Ontario, Canada
$18.2M +$560K +3,068 +3%
CFB
486
Cullen/Frost Bankers
Texas
$18.1M +$3.31M +18,143 +22%
II
487
IFM Investors
Australia
$18.1M -$5.51M -30,192 -23%
SC
488
Steginsky Capital
New York
$18.1M +$109K +596 +0.6%
PC
489
Pecaut & Co
Iowa
$18.1M -$478K -2,619 -3%
WIC
490
Whitegate Investment Counselors
New Hampshire
$18M -$175K -961 -0.9%
WF
491
Welch & Forbes
Massachusetts
$18M +$1.16M +6,350 +7%
SWM
492
Segment Wealth Management
Texas
$17.9M +$133K +728 +0.7%
SC
493
SouthState Corp
Florida
$17.8M +$644K +3,529 +4%
TSW
494
Thompson Siegel & Walmsley
Virginia
$17.7M +$811K +4,443 +5%
ZIG
495
Zuckerman Investment Group
Illinois
$17.7M -$56.1K -307 -0.3%
PC
496
Port Capital
Illinois
$17.6M +$992K +5,432 +6%
BDS
497
Banco de Sabadell
Florida
$17.6M +$3.17M +17,355 +21%
PSUF
498
People's United Financial
Connecticut
$17.5M -$1.32M -7,239 -7%
SEM
499
Suncoast Equity Management
Florida
$17.5M +$191K +1,045 +1%
LWCA
500
Locust Wood Capital Advisers
New York
$17.4M -$27.9M -153,045 -61%

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.