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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
851
Goelzer Investment Management
Indiana
$7.86M -$1.03M -4,669 -12%
BPCE
852
Bank Pictet & Cie (Europe)
Germany
$7.85M -$43.8K -199 -0.6%
MGIA
853
Moneta Group Investment Advisors
Missouri
$7.85M -$8.81M -39,990 -54%
BBA
854
BLB&B Advisors
Pennsylvania
$7.84M +$1.56M +7,104 +27%
HCM
855
Hutner Capital Management
Vermont
$7.82M -$52.2K -237 -0.7%
OAC
856
OMERS Administration Corp
Ontario, Canada
$7.82M -$36.5M -165,900 -83%
RCC
857
Red Cedar Capital
Nebraska
$7.79M -$50.9K -231 -0.7%
SAMT
858
Select Asset Management & Trust
Pennsylvania
$7.77M +$7.38M +33,525 New
PWW
859
Pettyjohn Wood & White
Virginia
$7.75M +$169K +766 +2%
MA
860
Montag & Associates
Georgia
$7.75M +$344K +1,564 +5%
SFI
861
Susquehanna Fundamental Investments
Pennsylvania
$7.74M
TI
862
Tidal Investments
Wisconsin
$7.74M +$815K +3,703 +12%
EML
863
Eos Management LP
New York
$7.71M
FMW
864
Farr Miller & Washington
District of Columbia
$7.71M +$33K +150 +0.5%
HCM
865
Hollencrest Capital Management
California
$7.66M +$998K +4,530 +16%
AF
866
Ally Financial
Michigan
$7.65M +$7.27M +33,000 New
RMC
867
Regis Management Company
California
$7.65M +$44K +200 +0.6%
QIM
868
Quantitative Investment Management
Virginia
$7.55M +$7.17M +32,561 New
HVP
869
Hudson Value Partners
Florida
$7.54M +$7.23M +32,828 New
FAB
870
First American Bank
Illinois
$7.45M +$52.6K +239 +0.7%
AWA
871
Arete Wealth Advisors
Illinois
$7.4M -$717K -3,258 -9%
IFLIT
872
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$7.37M
OIA
873
OneDigital Investment Advisors
Kansas
$7.34M -$539K -2,448 -7%
WW
874
Waterfront Wealth
Kansas
$7.34M +$6.97M +31,660 New
FANJ
875
Financial Architects (New Jersey)
New Jersey
$7.32M -$214K -970 -3%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.