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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$12.2M -$18.9M -103,371 -60%
AFG
602
Albion Financial Group
Utah
$12.2M +$94K +515 +0.8%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$12.2M -$47.3K -259 -0.4%
BSW
604
Buckingham Strategic Wealth
Missouri
$12.1M -$2.5M -13,703 -17%
Fisher Asset Management
605
Fisher Asset Management
Washington
$12.1M -$1.8M -9,839 -13%
IAA
606
Independent Advisor Alliance
North Carolina
$12.1M +$1.14M +6,264 +10%
PTB
607
Pioneer Trust Bank
Oregon
$12.1M +$2.02M +11,078 +20%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$12.1M +$7.08M +38,788 +135%
CI
609
Cigna Investments
Connecticut
$12M +$1.46M +7,995 +13%
BAM
610
Barrett Asset Management
New York
$12M -$2.48M -13,586 -17%
BC
611
Burney Company
Virginia
$11.9M +$427K +2,337 +4%
CAM
612
Carret Asset Management
New York
$11.9M -$307K -1,680 -2%
BUB
613
BBVA USA Bancshares
Texas
$11.9M -$215K -1,178 -2%
Bessemer Group
614
Bessemer Group
New Jersey
$11.9M -$121M -661,357 -91%
CCMD
615
Cypress Capital Management (Delaware)
Delaware
$11.8M -$29.2K -160 -0.2%
LIA
616
LS Investment Advisors
Michigan
$11.7M +$128K +702 +1%
FWCM
617
Ferguson Wellman Capital Management
Oregon
$11.7M -$186K -1,018 -2%
BFO
618
Boston Family Office
Massachusetts
$11.7M -$66.8K -366 -0.6%
MRCM
619
M&R Capital Management
New Jersey
$11.6M -$134K -735 -1%
EP
620
Elkhorn Partners
Nebraska
$11.6M +$175K +960 +1%
PCM
621
Poehling Capital Management
Wisconsin
$11.6M +$101K +554 +0.9%
EH
622
Equitable Holdings
New York
$11.6M +$1.25M +6,848 +12%
H
623
HoyleCohen
California
$11.6M -$73.2K -401 -0.6%
WCMN
624
Westchester Capital Management (Nebraska)
Nebraska
$11.5M -$95.9K -525 -0.8%
BCM
625
Bridgeway Capital Management
Texas
$11.5M +$1.16M +6,350 +11%

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.