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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
MA
851
Montag & Associates
Georgia
$6.06M -$2.27M -12,430 -27%
CPC
852
Congress Park Capital
New York
$6.01M -$5.15M -28,214 -46%
WBG
853
Wharton Business Group
Pennsylvania
$6.01M +$6.15M +33,670 New
CBT
854
Capital Bank & Trust
California
$6M -$60.1K -329 -1%
CFA
855
Cahill Financial Advisors
Minnesota
$6M +$353K +1,934 +6%
STB
856
S&T Bank
Pennsylvania
$5.99M +$401K +2,198 +7%
CAM
857
Columbia Asset Management
Michigan
$5.98M +$178K +976 +3%
SFI
858
Susquehanna Fundamental Investments
Pennsylvania
$5.96M +$6.1M +33,400 New
EML
859
Eos Management LP
New York
$5.93M
FMW
860
Farr Miller & Washington
District of Columbia
$5.91M
FIB
861
First Interstate Bank
Montana
$5.89M +$110K +602 +2%
WPW
862
Waldron Private Wealth
Pennsylvania
$5.88M -$1.79M -9,811 -23%
DA
863
Denali Advisors
California
$5.87M -$4.69M -25,700 -44%
WDL
864
Well Done LLC
Michigan
$5.86M -$2.61M -14,266 -30%
AIM
865
Aigen Investment Management
New York
$5.84M +$5.97M +32,702 New
FANJ
866
Financial Architects (New Jersey)
New Jersey
$5.82M -$722K -3,952 -11%
PWW
867
Pettyjohn Wood & White
Virginia
$5.81M +$71.4K +391 +1%
MC
868
Moors & Cabot
Massachusetts
$5.81M +$541K +2,965 +10%
MYAM
869
Meiji Yasuda Asset Management
Japan
$5.8M +$3.08M +16,839 +108%
KIA
870
KCM Investment Advisors
California
$5.79M +$1.3M +7,093 +28%
CA
871
Cumberland Advisors
Florida
$5.78M -$63.9K -350 -1%
HR
872
Howe & Rusling
New York
$5.77M +$1.68M +9,202 +40%
FAB
873
First American Bank
Illinois
$5.76M +$183K +1,002 +3%
BCV
874
Banque Cantonale Vaudoise
Switzerland
$5.74M -$1.2M -6,545 -17%
IPW
875
Inlet Private Wealth
Florida
$5.72M +$404K +2,210 +7%

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.