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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
CLOS
1076
Compagnie Lombard Odier SCmA
Switzerland
$3.54M +$495K +2,711 +16%
WC
1077
Winmill & Co
New York
$3.54M +$1.27M +6,930 +54%
AF
1078
Aldebaran Financial
$3.51M -$621K -3,400 -15%
TWM
1079
Titus Wealth Management
California
$3.51M -$205K -1,124 -5%
PA
1080
Perennial Advisors
New York
$3.5M +$95.5K +523 +3%
CSC
1081
Cove Street Capital
California
$3.5M -$329K -1,800 -8%
LFAS
1082
Level Four Advisory Services
Texas
$3.49M -$2.55M -13,967 -42%
APW
1083
Aurora Private Wealth
New Jersey
$3.48M -$3.19M -17,471 -47%
BFEC
1084
Benjamin F. Edwards & Company
Missouri
$3.47M +$344K +1,885 +11%
EFS
1085
Essex Financial Services
Connecticut
$3.46M -$320K -1,752 -8%
P
1086
Pitcairn
Pennsylvania
$3.45M -$494K -2,703 -12%
GC
1087
Grimes & Company
Massachusetts
$3.44M -$315K -1,724 -8%
PWM
1088
Perigon Wealth Management
California
$3.43M -$211K -1,157 -6%
TBA
1089
Tower Bridge Advisors
Pennsylvania
$3.43M -$101K -555 -3%
TFA
1090
Teamwork Financial Advisors
Texas
$3.43M -$2.16M -11,850 -38%
TFS
1091
TrustCore Financial Services
Tennessee
$3.42M -$42K -230 -1%
KFA
1092
Kays Financial Advisory
Georgia
$3.42M +$80.9K +443 +2%
HCM
1093
Harvey Capital Management
Florida
$3.4M -$128K -700 -4%
PWP
1094
Principle Wealth Partners
Connecticut
$3.4M -$93.1K -510 -3%
LSAG
1095
Lake Street Advisors Group
New Hampshire
$3.36M -$186K -1,018 -5%
FHC
1096
First Heartland Consultants
Missouri
$3.35M -$90.9K -498 -3%
RA
1097
Riverstone Advisors
Texas
$3.33M -$120K -655 -3%
TIM
1098
Tortoise Investment Management
New York
$3.33M -$111K -607 -3%
CC
1099
Cipher Capital
New York
$3.31M +$3.39M +18,564 New
MRI
1100
Mad River Investors
Massachusetts
$3.31M -$447K -2,450 -12%

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.