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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
MBTD
951
Mechanics Bank - Trust Department
California
$6.18M -$18.1K -82 -0.3%
STB
952
S&T Bank
Pennsylvania
$6.16M -$878K -3,987 -13%
MPI
953
Mairs & Power Inc
Minnesota
$6.15M +$247K +1,122 +4%
GFA
954
Gifford Fong Associates
California
$6.14M
KIA
955
KCM Investment Advisors
California
$6.14M +$28.8K +131 +0.5%
HTC
956
Haverford Trust Company
Pennsylvania
$6.13M -$70.5K -320 -1%
SAM
957
Strategy Asset Managers
California
$6.11M -$175K -796 -3%
CL
958
CPWM LLC
Washington
$6.09M +$297K +1,347 +5%
ATIA
959
American Trust Investment Advisors
New Hampshire
$6.08M +$100K +454 +2%
RG
960
Rikoon Group
New Mexico
$6.07M -$238K -1,083 -4%
AAM
961
Auxier Asset Management
Oregon
$6.05M -$24.2K -110 -0.4%
OCM
962
Olstein Capital Management
New York
$6.03M
GI
963
Gradient Investments
Minnesota
$6.02M -$35.7K -162 -0.6%
HCM
964
Highlander Capital Management
New Jersey
$6.02M -$55.1K -250 -1%
FP
965
Factorial Partners
New York
$6.01M
KFGK
966
Keystone Financial Group (Kentucky)
Kentucky
$6M +$3.3K +15 +0.1%
P3I
967
Progeny 3 Inc
Washington
$5.98M +$185K +839 +3%
SKK
968
Shepherd Kaplan Krochuk
Massachusetts
$5.97M -$650K -2,954 -10%
TGAM
969
TBH Global Asset Management
Tennessee
$5.96M -$267K -1,214 -5%
YL
970
YCG LLC
Texas
$5.95M -$495K -2,249 -8%
TC
971
Telemus Capital
Michigan
$5.92M +$27.7K +126 +0.5%
PWM
972
Perigon Wealth Management
California
$5.91M +$1.46M +6,631 +35%
EM
973
Excalibur Management
Massachusetts
$5.91M -$282K -1,282 -5%
RBA
974
Richard Bernstein Advisors
New York
$5.89M
NEI
975
Northwest & Ethical Investments
Ontario, Canada
$5.88M -$258K -1,173 -4%

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.