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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
LA
1051
LVW Advisors
New York
$3.7M +$228K +1,250 +6%
SLA
1052
Silver Lake Advisory
Utah
$3.67M -$10K -55 -0.3%
CT
1053
Cambridge Trust
Massachusetts
$3.67M +$770K +4,214 +30%
AAM
1054
AR Asset Management
California
$3.66M
NFG
1055
Nations Financial Group
Iowa
$3.66M +$181K +993 +5%
BIC
1056
Beach Investment Counsel
Pennsylvania
$3.66M -$6.94M -38,001 -65%
CPA
1057
Cowen Prime Advisors
New York
$3.65M -$128K -700 -5%
WB
1058
WesBanco Bank
West Virginia
$3.64M -$51.9K -284 -1%
IIA
1059
IPG Investment Advisors
California
$3.64M +$2.19M +11,988 +143%
22CM
1060
20/20 Capital Management
California
$3.64M +$1.03M +5,623 +48%
BOS
1061
Bingham Osborn & Scarborough
California
$3.63M -$34K -186 -0.9%
JFA
1062
Johanson Financial Advisors
California
$3.62M +$101K +553 +3%
CQS
1063
Credential Qtrade Securities
$3.62M -$459K -2,514 -11%
FHA
1064
First Horizon Advisors
Tennessee
$3.61M +$78.9K +432 +2%
RHFI
1065
Reilly Herbert Faulkner III
$3.61M +$259K +1,417 +8%
MWM
1066
Marietta Wealth Management
Georgia
$3.6M +$117K +638 +3%
NB
1067
NBT Bank
New York
$3.6M -$37.4K -205 -1%
BOH
1068
Bank of Hawaii
Hawaii
$3.6M -$125K -686 -3%
AC
1069
Alley Company
Illinois
$3.58M +$160K +876 +5%
APP
1070
Avantax Planning Partners
Iowa
$3.58M +$108K +594 +3%
BRM
1071
Boston Research & Management
Massachusetts
$3.57M -$166K -908 -4%
FB
1072
Fulton Bank
Pennsylvania
$3.57M -$70.1K -384 -2%
ACM
1073
Azimuth Capital Management
Michigan
$3.57M +$62.1K +340 +2%
WGCA
1074
Wolf Group Capital Advisors
Virginia
$3.57M +$66.1K +362 +2%
OCAM
1075
Onex Canada Asset Management
Ontario, Canada
$3.55M +$55K +301 +2%

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.