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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
WEC
1176
Winslow Evans & Crocker
Massachusetts
$2.87M +$249K +1,362 +9%
HBWM
1177
Hollow Brook Wealth Management
New York
$2.87M +$516K +2,827 +21%
CCFCSB
1178
Cape Cod Five Cents Savings Bank
Massachusetts
$2.87M -$47.3K -259 -1%
RPSA
1179
Richard P. Slaughter Associates
Texas
$2.87M +$441K +2,414 +18%
AIL
1180
AGF Investments LLC
Ontario, Canada
$2.86M +$1.69M +9,233 +136%
SVWAG
1181
Sound View Wealth Advisors Group
Georgia
$2.86M -$17.7K -97 -0.6%
GW
1182
GW & Wade
Massachusetts
$2.84M -$636K -3,482 -18%
GAM
1183
Griffin Asset Management
New York
$2.84M -$45.5K -249 -2%
PB
1184
Pinnacle Bancorp
Nebraska
$2.84M +$913 +5 +0%
TC
1185
Trust Company
Kansas
$2.83M -$205K -1,123 -7%
BPM
1186
Bowling Portfolio Management
Ohio
$2.83M -$32.9K -180 -1%
BDF
1187
Balasa Dinverno & Foltz
$2.83M +$2.9M +15,874 New
IWC
1188
Integrated Wealth Concepts
Massachusetts
$2.83M +$766K +4,197 +36%
NC
1189
NovaPoint Capital
Georgia
$2.83M -$991K -5,425 -26%
AW
1190
ACG Wealth
Georgia
$2.83M +$130K +713 +5%
JC
1191
Jacobs & Co
California
$2.82M -$24.5K -134 -0.8%
FPS
1192
Fieldpoint Private Securities
Connecticut
$2.81M -$70.1K -384 -2%
MIM
1193
Moseley Investment Management
Florida
$2.8M -$39.3K -215 -1%
TPA
1194
Trivium Point Advisory
Connecticut
$2.8M +$2.92K +16 +0.1%
SA
1195
Strategic Advisors
New York
$2.78M -$687K -3,763 -21%
WSCM
1196
Wellington Shields Capital Management
New York
$2.78M -$21.9K -120 -0.8%
SSI
1197
Scott & Selber Inc
Texas
$2.78M +$2.57M +14,071 +938%
FMC
1198
First Merchants Corp
Indiana
$2.78M +$148K +809 +5%
MYLI
1199
Meiji Yasuda Life Insurance
Japan
$2.77M +$133K +728 +5%
RMCM
1200
Reynders McVeigh Capital Management
Massachusetts
$2.77M -$47.8K -262 -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.