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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
NEWAS
626
N.E.W. Advisory Services
Wisconsin
$11.5M +$11.7M +64,295 New
SFS
627
Sowell Financial Services
Arkansas
$11.4M +$9.86K +54 +0.1%
EWA
628
Exencial Wealth Advisors
Oklahoma
$11.4M +$7.33M +40,157 +169%
LOPW
629
Live Oak Private Wealth
North Carolina
$11.4M +$4.02M +22,034 +53%
GIA
630
Granite Investment Advisors
New Hampshire
$11.4M -$221K -1,210 -2%
AJ
631
Ashburton (Jersey)
Jersey
$11.4M -$726K -3,976 -6%
MI
632
Markston International
New York
$11.3M -$306K -1,673 -3%
AM
633
Account Management
Massachusetts
$11.3M -$11.4M -62,220 -50%
HWA
634
Heritage Wealth Advisors
Virginia
$11.3M +$4.48M +24,510 +63%
NA
635
NewEdge Advisors
Louisiana
$11.3M +$2.56M +13,996 +28%
SF
636
Synovus Financial
Georgia
$11.2M +$808K +4,423 +8%
FSA
637
Franklin Street Advisors
North Carolina
$11.1M +$190K +1,039 +2%
PGIM
638
Pacific Global Investment Management
California
$11.1M -$40.7K -223 -0.4%
FCBT
639
First Citizens Bank & Trust
North Carolina
$11.1M +$1.15M +6,279 +11%
LDFR
640
Lehman & Derafelo Financial Resources
Pennsylvania
$11.1M +$332K +1,817 +3%
Massachusetts Financial Services
641
Massachusetts Financial Services
Massachusetts
$11M -$6.72M -36,800 -37%
AWM
642
Altium Wealth Management
New York
$10.9M -$161K -880 -1%
BFIM
643
Beese Fulmer Investment Management
Ohio
$10.8M -$196K -1,072 -2%
HC
644
Hendley & Co
Ohio
$10.8M -$32.5K -178 -0.3%
HB
645
Homrich & Berg
Georgia
$10.7M +$172K +940 +2%
HHMI
646
Howard Hughes Medical Institute
Maryland
$10.7M
Cerity Partners
647
Cerity Partners
New York
$10.6M +$3.23M +17,675 +42%
ANBT
648
American National Bank & Trust
Texas
$10.5M -$262K -1,434 -2%
SBL
649
Sargent Bickham Lagudis
Colorado
$10.5M +$140K +768 +1%
MIAN
650
Mariner Independent Advisor Network
Kansas
$10.4M +$1.13M +6,209 +12%

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.