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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
CTA
1226
Colonial Trust Advisors
South Carolina
$2.62M +$144K +791 +6%
PAS
1227
Park Avenue Securities
New York
$2.62M +$361K +1,976 +16%
CFMC
1228
Curbstone Financial Management Corp
New Hampshire
$2.62M
SIMM
1229
Stillwater Investment Management (Minnesota)
Minnesota
$2.61M
EW
1230
Evoke Wealth
California
$2.61M -$335K -1,833 -11%
WDA
1231
Wendell David Associates
New Hampshire
$2.6M -$519K -2,843 -16%
HIM
1232
Harbour Investment Management
Washington
$2.6M -$80.7K -442 -3%
AGM
1233
Alpine Global Management
New York
$2.59M +$2.65M +14,529 New
CAM
1234
Cypress Asset Management
Texas
$2.58M -$22.8K -125 -0.9%
DWT
1235
Dorsey & Whitney Trust
South Dakota
$2.57M -$143K -783 -5%
ACM
1236
Allred Capital Management
Texas
$2.56M +$8.95K +49 +0.3%
KF
1237
Krilogy Financial
Missouri
$2.56M +$1.39M +7,603 +113%
SCM
1238
Stonebridge Capital Management
California
$2.55M -$128K -700 -5%
CAM
1239
Costello Asset Management
Pennsylvania
$2.54M +$2.6M +14,228 New
SIAP
1240
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.54M -$161K -880 -6%
CWC
1241
Carolinas Wealth Consulting
North Carolina
$2.53M -$482K -2,638 -16%
BIM
1242
Baldwin Investment Management
Pennsylvania
$2.52M +$33.8K +185 +1%
CCT
1243
Chemung Canal Trust
New York
$2.52M -$1.12M -6,159 -30%
CCA
1244
Checchi Capital Advisers
California
$2.51M -$270K -1,476 -9%
FPCG
1245
Fort Pitt Capital Group
Pennsylvania
$2.51M +$195K +1,070 +8%
RA
1246
Royce & Associates
New York
$2.5M
DHFB
1247
Dixon Hubard Feinour & Brown
Virginia
$2.5M +$36.5K +200 +2%
AUB
1248
Atlantic Union Bankshares
Virginia
$2.5M -$9.13K -50 -0.4%
DI
1249
Diligent Investors
California
$2.5M +$562K +3,075 +28%
FHA
1250
Flagship Harbor Advisors
Massachusetts
$2.49M +$15.7K +86 +0.6%

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.