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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
ACG
551
Allen Capital Group
Nebraska
$14.9M +$3.91M +21,438 +35%
GI
552
GAMCO Investors
Connecticut
$14.8M -$1.81M -9,890 -11%
WTC
553
WhitTier Trust Company
Nevada
$14.8M +$1.04M +5,677 +7%
CA
554
CapWealth Advisors
Tennessee
$14.8M +$1.23M +6,724 +9%
VI
555
Vestcor Inc
New Brunswick, Canada
$14.7M +$7.43M +40,660 +97%
ADEF
556
Adams Diversified Equity Fund
Maryland
$14.7M -$4.6M -25,200 -23%
ACM
557
Academy Capital Management
Texas
$14.7M -$19.4K -106 -0.1%
MWM
558
Modera Wealth Management
New Jersey
$14.6M -$952K -5,212 -6%
Man Group
559
Man Group
United Kingdom
$14.6M -$28.2M -154,662 -65%
QOP
560
Quinn Opportunity Partners
Virginia
$14.5M +$14.8M +81,000 New
GCM
561
GoodHaven Capital Management
New Jersey
$14.5M
FWM
562
Frontier Wealth Management
Missouri
$14.3M +$2.93M +16,029 +25%
CA
563
Cetera Advisors
Colorado
$14.3M +$619K +3,389 +4%
LC
564
Lincoln Capital
Nebraska
$14.3M +$1.43M +7,817 +11%
AAS
565
Avantax Advisory Services
Texas
$14.2M +$883K +4,833 +6%
TIP
566
Torray Investment Partners
Maryland
$14.1M -$454K -2,488 -3%
SAM
567
Shell Asset Management
Netherlands
$14M -$3.83M -20,988 -21%
CCA
568
Cobblestone Capital Advisors
New York
$13.9M -$38.5K -211 -0.3%
UB
569
UMB Bank
Missouri
$13.9M -$893K -4,891 -6%
Simplex Trading
570
Simplex Trading
Illinois
$13.9M +$14.1M +77,167 +15,433%
RIM
571
Redpoint Investment Management
Australia
$13.7M -$805K -4,408 -5%
ST
572
Spinnaker Trust
Maine
$13.6M -$2.01K -11 -0%
SI
573
Stephens Inc
Arkansas
$13.6M +$691K +3,786 +5%
OMC
574
Overbrook Management Corp
New York
$13.6M +$3.35M +18,334 +32%
MGIA
575
Moneta Group Investment Advisors
Missouri
$13.5M +$1.28M +6,993 +10%

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.