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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
EFM
726
Ennismore Fund Management
United Kingdom
$8.44M +$8.64M +47,300 New
VCM
727
Violich Capital Management
California
$8.44M +$13.7K +75 +0.2%
Two Sigma Investments
728
Two Sigma Investments
New York
$8.42M -$27.6M -151,057 -76%
AC
729
Alexandria Capital
Virginia
$8.42M -$78.5K -430 -0.9%
KTM
730
Keeler Thomas Management
Utah
$8.34M +$1.08M +5,912 +15%
ACM
731
AKRE Capital Management
Virginia
$8.3M -$130K -710 -2%
TCCM
732
Timber Creek Capital Management
Massachusetts
$8.3M -$48.6K -266 -0.6%
CPA
733
Court Place Advisors
Maryland
$8.27M +$19.2K +105 +0.2%
ASN
734
Advisory Services Network
Georgia
$8.22M +$2.89M +15,805 +52%
FAAS
735
First Allied Advisory Services
California
$8.17M -$11.1M -61,039 -57%
LNB
736
Ledyard National Bank
$8.15M +$299K +1,638 +4%
HIA
737
Harbor Investment Advisory
Maryland
$8.15M +$135K +738 +2%
MFAM
738
Motley Fool Asset Management
Virginia
$8.12M +$108K +592 +1%
CAM
739
Cresset Asset Management
Illinois
$8.08M +$743K +4,066 +10%
TCOK
740
Trust Company of Kansas
Kansas
$8.05M -$29.6K -162 -0.4%
Mirae Asset Global Investments
741
Mirae Asset Global Investments
South Korea
$8.05M -$60.4K -331 -0.7%
MCM
742
Murphy Capital Management
New Jersey
$8M -$26.1K -143 -0.3%
SAM
743
Sawgrass Asset Management
Florida
$7.96M -$124K -681 -2%
EGM
744
Engineers Gate Manager
New York
$7.95M +$7.06M +38,683 +660%
GWM
745
Geneos Wealth Management
Colorado
$7.92M -$241K -1,317 -3%
PAIM
746
Punch & Associates Investment Management
Minnesota
$7.92M +$1.23M +6,755 +18%
SS
747
Simplicity Solutions
Minnesota
$7.86M +$2.91M +15,960 +57%
FPCM
748
Financial Partners Capital Management
New York
$7.85M +$118K +647 +1%
Bank of Nova Scotia
749
Bank of Nova Scotia
Ontario, Canada
$7.83M -$44M -240,845 -85%
UIM
750
USS Investment Management
United Kingdom
$7.81M +$8M +43,782 New

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.