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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
WCM
601
Wedge Capital Management
North Carolina
$15.3M +$148K +672 +1%
BFO
602
Boston Family Office
Massachusetts
$15.3M -$11K -50 -0.1%
MRCM
603
M&R Capital Management
New Jersey
$15.2M +$129K +587 +0.9%
Cetera Investment Advisers
604
Cetera Investment Advisers
Illinois
$15.2M +$11.9M +54,158 +475%
GWM
605
Geneos Wealth Management
Colorado
$15.2M +$12.1M +54,754 +127%
PCM
606
Poehling Capital Management
Wisconsin
$15.2M +$88.1K +400 +0.6%
Fisher Asset Management
607
Fisher Asset Management
Washington
$15.1M -$8.37K -38 -0.1%
EP
608
Elkhorn Partners
Nebraska
$15M +$45.1K +205 +0.3%
AWM
609
Altium Wealth Management
New York
$15M +$168K +761 +1%
PGIM
610
Pacific Global Investment Management
California
$15M +$964K +4,376 +7%
LOPW
611
Live Oak Private Wealth
North Carolina
$14.9M +$581K +2,637 +4%
WCMN
612
Westchester Capital Management (Nebraska)
Nebraska
$14.9M -$72.4K -329 -0.5%
SN
613
Sittner & Nelson
Oregon
$14.9M +$14.1M +64,231 New
Bessemer Group
614
Bessemer Group
New Jersey
$14.8M +$3M +13,603 +27%
EWA
615
EP Wealth Advisors
California
$14.8M +$14M +63,755 New
ACI
616
Alpha Cubed Investments
California
$14.8M -$602K -2,736 -4%
GI
617
GAMCO Investors
Connecticut
$14.7M -$86.8K -394 -0.6%
MA
618
Mutual Advisors
Nebraska
$14.7M -$1.21M -5,508 -8%
H
619
HoyleCohen
California
$14.7M +$79.5K +361 +0.6%
IAA
620
Independent Advisor Alliance
North Carolina
$14.7M +$329K +1,492 +2%
CCMD
621
Cypress Capital Management (Delaware)
Delaware
$14.6M +$329K +1,493 +2%
IC
622
IEQ Capital
California
$14.6M +$2.02M +9,177 +17%
FWCM
623
Ferguson Wellman Capital Management
Oregon
$14.5M -$270K -1,224 -2%
DC
624
DPM Capital
Florida
$14.4M
BUB
625
BBVA USA Bancshares
Texas
$14.4M -$972K -4,413 -7%

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.