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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$585M -$19.3M -94,308 -3%
Diamond Hill Capital Management
52
Diamond Hill Capital Management
Ohio
$574M +$1.56M +7,637 +0.3%
RCWMU
53
Rothschild & Co Wealth Management (UK)
United Kingdom
$541M +$529K +2,584 +0.1%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$536M -$10.5M -51,182 -2%
LCOV
55
London Company of Virginia
Virginia
$499M +$68.6M +335,350 +17%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$492M -$48.8M -238,755 -9%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$481M -$34.3M -167,551 -7%
First Manhattan
58
First Manhattan
New York
$479M -$10.6M -51,829 -2%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$478M -$7.93M -38,769 -2%
Prudential Financial
60
Prudential Financial
New Jersey
$469M -$47.5M -231,989 -10%
APG Asset Management
61
APG Asset Management
Netherlands
$452M +$70.7M +345,777 +16%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$451M +$96M +469,123 +28%
GRQ
63
Gardner Russo & Quinn
Pennsylvania
$451M +$15.7M +76,917 +4%
RJA
64
Raymond James & Associates
Florida
$439M -$25.1M -122,496 -6%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$430M +$65M +318,000 +19%
CS
66
Credit Suisse
Switzerland
$426M -$60.1M -293,622 -13%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$415M +$95.2M +465,242 +31%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$406M +$90.3M +441,238 +30%
Canada Life
69
Canada Life
Manitoba, Canada
$402M -$10.8M -52,851 -3%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$400M -$2.96M -14,451 -0.8%
QP
71
Quilter Plc
United Kingdom
$394M +$223M +1,091,611 +144%
Deutsche Bank
72
Deutsche Bank
Germany
$391M -$11M -53,983 -3%
AAMU
73
Amundi Asset Management US
Massachusetts
$391M -$39.4M -192,623 -9%
Citigroup
74
Citigroup
New York
$369M +$92.3M +451,194 +35%
Toronto Dominion Bank
75
Toronto Dominion Bank
Ontario, Canada
$362M +$569K +2,782 +0.2%

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.