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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
National Pension Service
76
National Pension Service
South Korea
$291M +$29.8M +163,269 +11%
DSA
77
Davis Selected Advisers
Arizona
$285M +$18.7M +102,257 +7%
Fidelity International
78
Fidelity International
Bermuda
$279M -$101M -551,747 -26%
MG
79
Markel Group
Virginia
$273M
FWIA
80
Fort Washington Investment Advisors
Ohio
$271M -$38.9M -212,784 -12%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$265M +$91.7M +502,126 +51%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$262M +$3.61M +19,772 +1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$256M +$17M +92,909 +7%
Swedbank
84
Swedbank
Sweden
$251M +$54.3M +297,134 +27%
Barrow, Hanley, Mewhinney & Strauss
85
Barrow, Hanley, Mewhinney & Strauss
Texas
$251M -$199K -1,092 -0.1%
VAM
86
Vontobel Asset Management
New York
$251M +$55.4M +303,378 +31%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$250M +$4.56M +24,943 +2%
American Century Companies
88
American Century Companies
Missouri
$248M +$3.84M +21,014 +2%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$245M -$12.3M -67,241 -5%
GEM
90
Global Endowment Management
North Carolina
$237M +$13.9M +76,250 +6%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$236M -$6.97M -38,171 -3%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$235M -$7.84M -42,947 -3%
CCM
93
Check Capital Management
California
$233M -$8.75M -47,887 -4%
Citigroup
94
Citigroup
New York
$229M +$51.1M +279,780 +28%
SL
95
SWF LLC
Nebraska
$226M
Brown Advisory
96
Brown Advisory
Maryland
$225M -$1.24M -6,778 -0.5%
HighTower Advisors
97
HighTower Advisors
Illinois
$222M -$16.5M -90,221 -7%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$221M -$3.77M -20,653 -2%
SO
99
STRS Ohio
Ohio
$215M +$12.1M +66,162 +6%
Osaic Holdings
100
Osaic Holdings
Arizona
$209M -$3.83B -20,991,161 -95%

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.