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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
GPCM
501
Greenbrier Partners Capital Management
Texas
$17.3M
ECM
502
Elgethun Capital Management
South Dakota
$17.3M -$130K -712 -0.7%
TYCC
503
Texas Yale Capital Corp
Florida
$17.2M +$134K +733 +0.8%
AMI
504
Amica Mutual Insurance
Rhode Island
$17.2M +$4.3M +23,531 +32%
HCM
505
Hutchinson Capital Management
California
$17.1M +$3.21M +17,559 +22%
VNIM
506
Vaughan Nelson Investment Management
Texas
$17.1M -$70.5M -386,317 -80%
BCM
507
Becker Capital Management
Oregon
$17M -$645K -3,530 -4%
DILIC
508
Dai-ichi Life Insurance Company
Japan
$16.9M -$353K -1,932 -2%
KP
509
Kiltearn Partners
United Kingdom
$16.9M +$17.3M +94,500 New
HCMT
510
Highland Capital Management (Tennessee)
Tennessee
$16.9M +$8.46M +46,299 +96%
MA
511
Menlo Advisors
California
$16.8M -$342K -1,873 -2%
Qube Research & Technologies (QRT)
512
Qube Research & Technologies (QRT)
United Kingdom
$16.8M +$12.3M +67,435 +252%
BPB
513
Badgley, Phelps & Bell
Washington
$16.7M -$8.2M -44,913 -32%
AA
514
Ancora Advisors
Ohio
$16.7M -$70.9K -388 -0.4%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$16.7M +$882K +4,829 +5%
DWM
516
Doyle Wealth Management
Florida
$16.6M -$186K -1,018 -1%
SSWM
517
Smith Salley Wealth Management
North Carolina
$16.6M +$408K +2,233 +2%
AWM
518
AE Wealth Management
Kansas
$16.6M +$1.32M +7,218 +8%
AFA
519
American Financial Advisors
Georgia
$16.5M +$110K +605 +0.7%
MGIA
520
Matthew Goff Investment Advisor
Texas
$16.5M -$12.1K -66 -0.1%
CAM
521
Capco Asset Management
Florida
$16.3M +$303K +1,659 +2%
HLCM
522
Hi-Line Capital Management
South Dakota
$16.3M +$484K +2,652 +3%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$16.3M +$597K +3,269 +4%
Walleye Trading
524
Walleye Trading
New York
$16.2M +$8.04M +44,050 +94%
IGGA
525
Iron Gate Global Advisors
Utah
$16.2M -$925K -5,063 -5%

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.