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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
ATC
751
Argent Trust Co
Tennessee
$8.91M +$98.6K +482 +1%
AF
752
Allworth Financial
California
$8.9M -$182K -888 -2%
BS
753
Banco Santander
Spain
$8.86M +$4.83M +23,624 +131%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$8.84M -$140K -683 -2%
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$8.83M +$60.5K +296 +0.7%
LNC
756
Lincoln National Corp
Pennsylvania
$8.83M +$318K +1,554 +4%
NC
757
Naman Capital
Brazil
$8.72M
TRCT
758
Tower Research Capital (TRC)
New York
$8.71M +$2.32M +11,360 +38%
DSAM
759
Dock Street Asset Management
Florida
$8.67M +$46.4K +227 +0.6%
TFCP
760
Twin Focus Capital Partners
Massachusetts
$8.66M +$1.64K +8 +0%
ECM
761
Exchange Capital Management
Michigan
$8.58M -$39.5K -193 -0.5%
PFM
762
Patton Fund Management
Texas
$8.55M -$508K -2,485 -6%
BCV
763
Banque Cantonale Vaudoise
Switzerland
$8.54M +$1.64M +8,003 +25%
NL
764
NWAM LLC
Washington
$8.54M +$390K +1,909 +5%
WRM
765
Weybosset Research & Management
Rhode Island
$8.51M -$130K -637 -2%
HKIM
766
Hayek Kallen Investment Management
Alabama
$8.41M -$10.8K -53 -0.1%
ODCM
767
Old Dominion Capital Management
Virginia
$8.38M +$98.2K +480 +1%
AP
768
Arlington Partners
Alabama
$8.35M +$215K +1,051 +3%
FAAS
769
First Allied Advisory Services
California
$8.31M -$1.38M -6,746 -15%
First Trust Advisors
770
First Trust Advisors
Illinois
$8.29M -$16.7M -81,420 -68%
HIC
771
Hartline Investment Corp
Illinois
$8.27M +$2.88M +14,079 +57%
CCM
772
Consolidated Capital Management
California
$8.26M +$26.8K +131 +0.3%
FNC
773
First National Corp
Massachusetts
$8.22M -$14.3K -70 -0.7%
GIM
774
Goelzer Investment Management
Indiana
$8.21M -$54.6K -267 -0.7%
CCA
775
Covey Capital Advisors
Georgia
$8.19M +$65.3K +319 +0.8%

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.