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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
MC
1201
Martin & Co
Tennessee
$2.77M -$183 -1 -0%
1SB
1202
1ST Source Bank
Indiana
$2.75M -$280K -1,531 -9%
RDWM
1203
Red Door Wealth Management
Tennessee
$2.75M +$1.22M +6,655 +76%
TCM
1204
Traynor Capital Management
Pennsylvania
$2.75M +$342K +1,871 +14%
NAM
1205
North American Management
Massachusetts
$2.75M -$54.8K -300 -2%
LS
1206
Livforsakringsbolaget Skandia
Sweden
$2.75M +$237K +1,300 +9%
EVM
1207
Evelyn V. Moreno
$2.73M -$55.2K -302 -2%
AL
1208
AJO LP
Pennsylvania
$2.73M -$99M -542,375 -97%
AF
1209
Advisornet Financial
Minnesota
$2.73M +$174K +952 +7%
GAMC
1210
Garner Asset Management Corp
Texas
$2.72M -$12.6K -69 -0.5%
SC
1211
Slow Capital
California
$2.72M +$103K +565 +4%
BP
1212
BBR Partners
New York
$2.7M +$676K +3,702 +32%
WP
1213
WMS Partners
Maryland
$2.7M -$156K -854 -5%
TA
1214
Tiedemann Advisors
New York
$2.7M -$244K -1,335 -8%
OFS
1215
Oldfather Financial Services
Nebraska
$2.7M -$28.1K -154 -1%
FBA
1216
Front Barnett Associates
Illinois
$2.7M
CT
1217
Chicago Trust
Illinois
$2.69M -$21.7K -119 -0.8%
SMH
1218
Sanders Morris Harris
Texas
$2.68M -$99.5K -545 -3%
QCMNJ
1219
Quantum Capital Management (New Jersey)
New Jersey
$2.68M -$2.77M -15,156 -50%
ARMT
1220
Amica Retiree Medical Trust
Rhode Island
$2.67M +$575K +3,147 +27%
BAS
1221
Brown Advisory Securities
Maryland
$2.67M -$289K -1,580 -10%
HW
1222
Hancock Whitney
Mississippi
$2.66M -$610K -3,339 -18%
PP
1223
Pacifica Partners
Canada
$2.65M -$18.3K -100 -0.7%
RIM
1224
Rampart Investment Management
Connecticut
$2.65M +$56.1K +307 +2%
NHC
1225
Nicholas Hoffman & Company
Georgia
$2.62M +$88.2K +483 +3%

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.