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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
OAG
1051
Orbis Allan Gray
Bermuda
$4.84M -$2.05M -9,296 -31%
PCAP
1052
Pratt Collard Advisory Partners
New York
$4.83M -$60.1K -273 -1%
SB
1053
Simmons Bank
Arkansas
$4.83M -$183K -832 -4%
CHA
1054
Carmichael Hill & Associates
Maryland
$4.82M -$66.3K -301 -1%
OFG
1055
Oxford Financial Group
Indiana
$4.81M -$292K -1,324 -6%
LA
1056
LexAurum Advisors
Kansas
$4.79M +$69.1K +314 +2%
RCAG
1057
Rehmann Capital Advisory Group
Michigan
$4.78M +$15.6K +71 +0.3%
HFS
1058
Hantz Financial Services
Michigan
$4.78M -$504K -2,289 -10%
WP
1059
Wedgewood Partners
Missouri
$4.77M -$181K -821 -4%
ONB
1060
Old National Bancorp
Indiana
$4.76M -$67.6K -307 -1%
VLC
1061
Van Leeuwen & Company
New Jersey
$4.76M -$11K -50 -0.2%
AAM
1062
AR Asset Management
California
$4.76M
MYAM
1063
Meiji Yasuda Asset Management
Japan
$4.74M -$50.2K -228 -1%
VHAM
1064
Van Hulzen Asset Management
California
$4.74M -$92.5K -420 -2%
CQS
1065
Credential Qtrade Securities
$4.74M -$213K -967 -5%
OSAM
1066
O'Shaughnessy Asset Management
Connecticut
$4.72M +$925K +4,200 +26%
MLL
1067
Moody Lynn & Lieberson
Massachusetts
$4.71M -$122K -555 -3%
AFA
1068
AllGen Financial Advisors
Florida
$4.71M +$12M +54,629 New
PG
1069
Pendal Group
Australia
$4.7M -$180K -819 -4%
POIA
1070
Pin Oak Investment Advisors
Texas
$4.7M -$198K -901 -4%
APW
1071
Aurora Private Wealth
New Jersey
$4.69M +$73.3K +333 +2%
NB
1072
NBT Bank
New York
$4.67M +$124K +565 +3%
AIM
1073
Anchor Investment Management
South Carolina
$4.67M -$23.1K -105 -0.5%
FPS
1074
Fieldpoint Private Securities
Connecticut
$4.67M +$908K +4,125 +26%
SLA
1075
Silver Lake Advisory
Utah
$4.66M -$78.2K -355 -2%

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.