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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
WIC
476
Whitegate Investment Counselors
New Hampshire
$22.7M -$264K -1,200 -1%
TIAM
477
TT International Asset Management
United Kingdom
$22.6M +$22.4M +101,933 New
GPCM
478
Greenbrier Partners Capital Management
Texas
$22.5M
SSA
479
Schonfeld Strategic Advisors
New York
$22.5M +$21.4M +96,991 New
SSWM
480
Smith Salley Wealth Management
North Carolina
$22.4M +$769K +3,494 +4%
BPB
481
Badgley, Phelps & Bell
Washington
$22.3M +$504K +2,288 +2%
SEM
482
Suncoast Equity Management
Florida
$22.2M +$589K +2,674 +3%
AMI
483
Amica Mutual Insurance
Rhode Island
$22M +$660K +2,997 +3%
IGGA
484
Iron Gate Global Advisors
Utah
$21.9M +$109K +495 +0.5%
MGIA
485
Matthew Goff Investment Advisor
Texas
$21.8M +$291K +1,323 +1%
SMDAM
486
Sumitomo Mitsui DS Asset Management
Japan
$21.7M +$287K +1,302 +1%
PC
487
Pecaut & Co
Iowa
$21.7M -$1.45M -6,606 -7%
AIMCA
488
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.7M +$5.77M +26,200 +39%
CFB
489
Cullen/Frost Bankers
Texas
$21.7M -$527K -2,392 -2%
CGH
490
Crossmark Global Holdings
Texas
$21.6M -$3.19M -14,480 -13%
AA
491
Ancora Advisors
Ohio
$21.6M -$105K -476 -0.5%
FDCC
492
Foster Dykema Cabot & Co
Massachusetts
$21.6M -$2.28M -10,359 -10%
MA
493
Menlo Advisors
California
$21.6M -$285K -1,295 -1%
HCM
494
Hutchinson Capital Management
California
$21.5M -$316K -1,435 -2%
GC
495
Guggenheim Capital
Illinois
$21.5M +$3.15M +14,323 +18%
DWM
496
Doyle Wealth Management
Florida
$21.4M -$284K -1,291 -1%
RG
497
Retirement Group
California
$21.3M +$1.61M +7,323 +9%
AWM
498
AE Wealth Management
Kansas
$21.3M +$576K +2,616 +3%
SAM
499
Silvercrest Asset Management
New York
$21.3M +$687K +3,118 +4%
EDRH
500
Edmond de Rothschild Holding
Switzerland
$21.2M +$1.04M +4,723 +5%

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.