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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
NFG
951
Next Financial Group
Texas
$4.85M -$63.6K -348 -1%
MBTD
952
Mechanics Bank - Trust Department
California
$4.84M +$15.7K +86 +0.3%
JWM
953
Jupiter Wealth Management
Colorado
$4.84M -$27.4K -150 -0.6%
WAS
954
Winch Advisory Services
Wisconsin
$4.84M +$2.44M +13,382 +98%
HPWM
955
Highland Private Wealth Management
Washington
$4.81M -$281K -1,541 -5%
PIC
956
Portland Investment Counsel
Ontario, Canada
$4.79M +$1.91M +10,438 +64%
TC
957
Telemus Capital
Michigan
$4.79M -$57.2K -313 -1%
FIM
958
Freedom Investment Management
Connecticut
$4.77M -$247K -1,353 -5%
SFSG
959
Stearns Financial Services Group
North Carolina
$4.76M -$228K -1,250 -4%
GFA
960
Gifford Fong Associates
California
$4.73M
CG
961
Caprock Group
Idaho
$4.72M +$1.89M +10,336 +64%
TGAM
962
TBH Global Asset Management
Tennessee
$4.71M -$168K -919 -3%
HCM
963
Highlander Capital Management
New Jersey
$4.71M +$63.9K +350 +1%
AAM
964
Auxier Asset Management
Oregon
$4.7M +$257K +1,405 +6%
BP
965
Ballentine Partners
Massachusetts
$4.68M +$270K +1,476 +6%
OCM
966
Olstein Capital Management
New York
$4.64M +$183K +1,000 +4%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$4.61M +$38.2K +209 +0.8%
BCM
968
Brooktree Capital Management
Michigan
$4.59M +$67.4K +369 +1%
ATIA
969
American Trust Investment Advisors
New Hampshire
$4.59M +$252K +1,380 +6%
MPI
970
Mairs & Power Inc
Minnesota
$4.58M -$274K -1,500 -6%
PA
971
Profund Advisors
Maryland
$4.57M +$59.9K +328 +1%
HTC
972
Haverford Trust Company
Pennsylvania
$4.56M -$74.1K -406 -2%
MSAM
973
Moloney Securities Asset Management
Missouri
$4.55M -$244K -1,334 -5%
RBA
974
Richard Bernstein Advisors
New York
$4.54M +$1.13M +6,182 +32%
RMAM
975
Raab & Moskowitz Asset Management
New Jersey
$4.52M +$23.7K +130 +0.5%

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.