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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
Swedbank
101
Swedbank
Sweden
$245M -$52.8M -258,033 -18%
Nordea Investment Management
102
Nordea Investment Management
Sweden
$243M -$280M -1,366,827 -54%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$240M -$4.45M -21,768 -2%
RCG
104
Ruane, Cunniff & Goldfarb
New York
$234M -$1.81M -8,855 -0.8%
Osaic Holdings
105
Osaic Holdings
Arizona
$232M -$15.2M -74,185 -6%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$227M -$503M -2,458,250 -70%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$224M +$33.6M +164,121 +18%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$223M +$42.4M +207,342 +25%
TC
109
Tetrad Corporation
Nebraska
$213M
AG
110
Aperio Group
California
$212M +$7.56M +36,954 +4%
LPL Financial
111
LPL Financial
California
$209M +$290K +1,419 +0.1%
ClearBridge Investments
112
ClearBridge Investments
New York
$208M +$550K +2,691 +0.3%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$205M -$5.13M -25,070 -3%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$205M -$6.89M -33,700 -3%
Truist Financial
115
Truist Financial
North Carolina
$203M -$7.63M -37,287 -4%
MVIP
116
Mar Vista Investment Partners
California
$203M -$12M -58,508 -6%
DWA
117
Douglass Winthrop Advisors
New York
$200M -$460K -2,247 -0.2%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$196M -$8.46M -41,365 -4%
Royal London Asset Management
119
Royal London Asset Management
United Kingdom
$189M +$27.9M +136,306 +18%
LSV Asset Management
120
LSV Asset Management
Illinois
$187M -$4.32M -21,100 -2%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$185M -$8.28M -40,466 -4%
SG Americas Securities
122
SG Americas Securities
New York
$178M +$148M +724,901 +645%
DC
123
Davenport & Co
Virginia
$174M -$3.11M -15,215 -2%
Stifel Financial
124
Stifel Financial
Missouri
$172M -$703K -3,436 -0.4%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$172M -$1.64M -8,037 -1%

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.