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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
RJFSA
101
Raymond James Financial Services Advisors
Florida
$208M +$7.65M +41,876 +4%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$206M -$6.97M -38,175 -3%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$205M +$12.6M +68,847 +6%
RCG
104
Ruane, Cunniff & Goldfarb
New York
$197M -$35.3M -193,526 -15%
MVIP
105
Mar Vista Investment Partners
California
$180M -$10.9M -59,801 -6%
TC
106
Tetrad Corporation
Nebraska
$179M
Korea Investment Corp
107
Korea Investment Corp
South Korea
$178M +$3.43M +18,800 +2%
Truist Financial
108
Truist Financial
North Carolina
$177M +$11.7M +64,228 +7%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$177M -$38.7M -212,122 -18%
LPL Financial
110
LPL Financial
California
$175M +$9.2M +50,402 +5%
ClearBridge Investments
111
ClearBridge Investments
New York
$174M -$928K -5,081 -0.5%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$172M +$5.68M +31,102 +3%
AG
113
Aperio Group
California
$171M -$18M -98,766 -9%
DWA
114
Douglass Winthrop Advisors
New York
$168M -$1.72M -9,397 -1%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$162M -$18.1M -99,124 -10%
LSV Asset Management
116
LSV Asset Management
Illinois
$161M +$9.87M +54,040 +6%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$159M -$4.44M -24,292 -3%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$159M -$98.9M -541,458 -38%
GC
119
Giverny Capital
Quebec, Canada
$151M +$2.49M +13,627 +2%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$151M +$6.72M +36,802 +5%
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$150M +$131M +718,937 +586%
EHC
122
Everett Harris & Co
California
$149M -$5.52M -30,206 -3%
DC
123
Davenport & Co
Virginia
$149M -$968K -5,299 -0.6%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$146M -$23.2M -126,820 -13%
Stifel Financial
125
Stifel Financial
Missouri
$145M -$6.95M -38,082 -4%

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.