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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
CCM
1101
Corsair Capital Management
New York
$3.3M +$35.1K +192 +1%
IA
1102
IFG Advisory
Georgia
$3.29M +$95.9K +525 +3%
BC
1103
Blackhill Capital
New Jersey
$3.29M -$173K -950 -5%
DLA
1104
Douglas Lane & Associates
New York
$3.29M -$49.5K -271 -1%
SC
1105
Savant Capital
Illinois
$3.28M -$205K -1,120 -6%
WA
1106
WBH Advisory
Maryland
$3.27M +$25.9K +142 +0.8%
FA
1107
FCG Advisors
New Jersey
$3.26M +$246K +1,348 +8%
MPM
1108
Meritage Portfolio Management
Kansas
$3.24M -$63K -345 -2%
CFG
1109
Cooper Financial Group
California
$3.24M +$265K +1,449 +9%
FPB
1110
First PREMIER Bank
South Dakota
$3.21M -$16.4K -90 -0.5%
MWA
1111
Moser Wealth Advisors
Washington
$3.21M +$85.8K +470 +3%
PBC
1112
Pavion Blue Capital
California
$3.21M +$180K +986 +6%
BS
1113
Banco Santander
Spain
$3.21M -$2.77M -15,195 -46%
Financial Engines Advisors
1114
Financial Engines Advisors
California
$3.2M +$2.82M +15,462 +626%
JIC
1115
Joel Isaacson & Co
New York
$3.2M +$81.8K +448 +3%
SCM
1116
Shelton Capital Management
Colorado
$3.19M
MERSOM
1117
Municipal Employees' Retirement System of Michigan
Michigan
$3.19M -$4.82M -26,410 -60%
ICM
1118
Intrepid Capital Management
Florida
$3.19M -$1.43M -7,806 -30%
CCM
1119
Compton Capital Management
Rhode Island
$3.18M -$95K -520 -3%
PAM
1120
Paradigm Asset Management
New York
$3.18M -$530K -2,900 -14%
PAI
1121
Pittenger & Anderson Inc
Nebraska
$3.17M -$2.79M -15,299 -46%
CG
1122
Cutler Group
California
$3.17M +$2.14M +11,737 +196%
WPP
1123
Whalerock Point Partners
Rhode Island
$3.16M +$140K +765 +5%
SACTSONJ
1124
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.16M -$420K -2,300 -12%
ACP
1125
Aviance Capital Partners
Florida
$3.15M -$205K -1,125 -6%

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.