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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1176
Slow Capital
California
$3.2M -$40.3K -197 -1%
JWM
1177
Jupiter Wealth Management
Colorado
$3.19M -$2.13M -10,397 -41%
RMCM
1178
Reynders McVeigh Capital Management
Massachusetts
$3.19M -$110K -538 -3%
ARMT
1179
Amica Retiree Medical Trust
Rhode Island
$3.19M
DLCIG
1180
D.L. Carlson Investment Group
New Hampshire
$3.17M +$2.81M +13,754 +1,189%
NAM
1181
North American Management
Massachusetts
$3.17M -$102K -500 -3%
MWM
1182
Meridian Wealth Management
Kentucky
$3.17M +$985K +4,817 +48%
QCMNJ
1183
Quantum Capital Management (New Jersey)
New Jersey
$3.15M -$41.5K -203 -1%
TFS
1184
Thoroughbred Financial Services
Tennessee
$3.15M -$390K -1,906 -11%
PP
1185
Pacifica Partners
Canada
$3.14M -$33.8K -165 -1%
PAS
1186
Park Avenue Securities
New York
$3.14M +$9.21K +45 +0.3%
SSI
1187
Scott & Selber Inc
Texas
$3.14M -$173K -844 -5%
LS
1188
Leelyn Smith
Illinois
$3.12M +$259K +1,265 +9%
ZIM
1189
Zacks Investment Management
Illinois
$3.12M +$170K +830 +6%
HW
1190
Hancock Whitney
Mississippi
$3.12M -$54.2K -265 -2%
SIMM
1191
Stillwater Investment Management (Minnesota)
Minnesota
$3.12M
CBTWT
1192
Community Bank & Trust (Waco, Texas)
Texas
$3.11M +$169K +826 +6%
EP
1193
Eudaimonia Partners
Tennessee
$3.1M +$1.29M +6,294 +76%
HWA
1194
HCR Wealth Advisors
California
$3.1M +$2.99M +14,632 New
MHS
1195
M Holdings Securities
Oregon
$3.1M -$1.52M -7,439 -34%
TCM
1196
Traynor Capital Management
Pennsylvania
$3.1M -$172K -839 -5%
JFGIW
1197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.08M +$438K +2,141 +17%
CAM
1198
Cypress Asset Management
Texas
$3.07M -$3.07K -15 -0.1%
CII
1199
Capital International Inc
California
$3.07M -$431K -2,107 -13%
KPCM
1200
Kings Point Capital Management
New York
$3.06M +$193K +943 +7%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.