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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
EAM
876
Evanson Asset Management
California
$5.72M -$1.23M -6,742 -17%
BFM
877
Boston Financial Management
Massachusetts
$5.71M -$425K -2,326 -7%
SSA
878
Schonfeld Strategic Advisors
New York
$5.7M +$5.83M +31,936 New
SKK
879
Shepherd Kaplan Krochuk
Massachusetts
$5.7M +$1.95M +10,657 +50%
CT
880
Caldwell Trust
Florida
$5.68M -$38.5K -211 -0.7%
IFLIT
881
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$5.67M
CAM
882
Cubic Asset Management
Massachusetts
$5.66M -$8.22K -45 -0.1%
CNBTD
883
Citizens National Bank Trust Department
Mississippi
$5.65M +$310K +1,700 +6%
WHRC
884
W.H. Reaves & Co
New Jersey
$5.64M -$620K -3,395 -10%
ACA
885
Aptus Capital Advisors
Alabama
$5.64M +$2.26M +12,349 +64%
RTS
886
Round Table Services
New Jersey
$5.62M -$1.29M -7,042 -18%
SRAM
887
Stone Ridge Asset Management
New York
$5.62M -$3.14M -17,200 -35%
DBT
888
Dubuque Bank & Trust
Iowa
$5.6M -$401K -2,198 -7%
FMTC
889
Farmers & Merchants Trust Company
California
$5.58M +$4.24M +23,195 +287%
ST
890
Smithfield Trust
Pennsylvania
$5.57M +$297K +1,625 +5%
POIA
891
Pin Oak Investment Advisors
Texas
$5.55M -$142K -779 -2%
AAF
892
Andra AP-fonden
Sweden
$5.55M +$1.44M +7,900 +34%
SHWM
893
Smith & Howard Wealth Management
Georgia
$5.51M -$110K -600 -2%
GIA
894
GHP Investment Advisors
Colorado
$5.49M +$1.24M +6,775 +28%
MIM
895
Martin Investment Management
Florida
$5.49M +$121K +661 +2%
OCM
896
Orser Capital Management
Texas
$5.47M +$3.86M +21,130 +222%
VVP
897
Venture Visionary Partners
Ohio
$5.42M +$1.63M +8,906 +42%
IHL
898
Investment House LLC
California
$5.41M +$2.52M +13,806 +84%
OAG
899
Orbis Allan Gray
Bermuda
$5.39M +$1.12M +6,123 +25%
FFA
900
Fragasso Financial Advisors
Pennsylvania
$5.37M +$578K +3,165 +14%

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.