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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Taal Capital Management
Massachusetts
$16M -$2.25M -11,000 -13%
GP
552
Greenline Partners
New York
$16M -$5.73K -28 -0%
RC
553
RBO & Co
California
$15.9M -$129K -629 -0.8%
AC
554
Athanor Capital
New York
$15.8M +$15.2M +74,282 New
SNB
555
Security National Bank
Nebraska
$15.8M +$167K +818 +1%
MGIA
556
Moneta Group Investment Advisors
Missouri
$15.7M -$410K -2,005 -3%
ACM
557
Advisors Capital Management
New Jersey
$15.7M -$232K -1,132 -2%
CTI
558
Community Trust & Investment
Kentucky
$15.7M +$62.6K +306 +0.4%
RGC
559
Roberts, Glore & Co
Illinois
$15.5M -$14.9K -73 -0.1%
KCM
560
Kanawha Capital Management
Virginia
$15.4M -$29.5K -144 -0.2%
TAF
561
Tredje AP-fonden
Sweden
$15.4M
JWCA
562
J.W. Cole Advisors
Florida
$15M +$7.28M +35,569 +102%
PIC
563
Portland Investment Counsel
Ontario, Canada
$15M +$8.92M +43,625 +163%
SBWIC
564
Schaper Benz & Wise Investment Counsel
Wisconsin
$15M +$17.4K +85 +0.1%
Verition Fund Management
565
Verition Fund Management
Connecticut
$15M -$737K -3,605 -5%
SFS
566
Sowell Financial Services
Arkansas
$14.9M +$1.18M +5,748 +9%
RIL
567
Rothschild Investment LLC
Illinois
$14.8M +$54.2K +265 +0.4%
MA
568
Mutual Advisors
Nebraska
$14.7M -$3.36M -16,421 -19%
AWM
569
Absher Wealth Management
North Carolina
$14.7M -$133K -650 -0.9%
Man Group
570
Man Group
United Kingdom
$14.6M -$2.78M -13,575 -17%
SAM
571
SP Asset Management
California
$14.6M +$87.5K +428 +0.6%
PA
572
Pinnacle Associates
New York
$14.5M +$2.69M +13,131 +24%
AFG
573
Albion Financial Group
Utah
$14.5M -$96.1K -470 -0.7%
MIA
574
MainStreet Investment Advisors
Illinois
$14.4M +$3.77M +18,436 +37%
Macquarie Group
575
Macquarie Group
Australia
$14.4M -$4.49M -21,940 -24%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.