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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
KLI
701
Kelman-Lazarov Inc
Tennessee
$8.95M -$134K -735 -1%
BII
702
Bainco International Investors
Massachusetts
$8.92M -$867K -4,749 -9%
AIM
703
Allen Investment Management
New York
$8.91M +$157K +861 +2%
CIA
704
Choate Investment Advisors
Massachusetts
$8.86M -$173K -947 -2%
MC
705
Middleton & Co
Massachusetts
$8.84M -$344K -1,882 -4%
AC
706
Allstate Corporation
Illinois
$8.82M -$696K -3,809 -7%
MIA
707
MainStreet Investment Advisors
Illinois
$8.81M -$904K -4,950 -9%
SIM
708
Sterling Investment Management
Arizona
$8.8M -$1.03M -5,635 -10%
TVAMP
709
Tennessee Valley Asset Management Partners
Tennessee
$8.79M +$1.05M +5,759 +13%
UR
710
USCA RIA
Texas
$8.77M +$93.9K +514 +1%
DIM
711
Delta Investment Management
California
$8.76M -$380K -2,079 -4%
EWM
712
Edge Wealth Management
New York
$8.72M -$215K -1,179 -2%
AWM
713
Avior Wealth Management
Nebraska
$8.7M +$1.11M +6,059 +14%
AIP
714
Ameritas Investment Partners
Nebraska
$8.7M -$754K -4,128 -8%
SWP
715
Stratos Wealth Partners
Ohio
$8.67M +$707K +3,870 +9%
MCA
716
Mercer Capital Advisers
New Jersey
$8.66M +$4.57K +25 +0.1%
CC
717
Chicago Capital
Illinois
$8.64M -$456K -2,498 -5%
BCM
718
Banyan Capital Management
Georgia
$8.63M +$63.7K +349 +0.7%
IRF
719
IBM Retirement Fund
New York
$8.57M -$124K -677 -1%
WFG
720
Wills Financial Group
Virginia
$8.57M -$95.5K -523 -1%
QF
721
QVT Financial
New York
$8.56M
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.54M -$2.1M -11,480 -19%
CAM
723
Close Asset Management
United Kingdom
$8.52M +$1.96M +10,727 +29%
CIAS
724
Capital Investment Advisory Services
North Carolina
$8.49M +$7.82M +42,820 +901%
BWM
725
Buckley Wealth Management
Nevada
$8.47M +$447K +2,445 +5%

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.