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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
LS
1251
Leelyn Smith
Illinois
$2.49M +$114K +624 +5%
DAM
1252
Delta Asset Management
Tennessee
$2.48M +$63.9K +350 +3%
TW
1253
Transform Wealth
Colorado
$2.48M -$955K -5,231 -27%
PTC
1254
Private Trust Company
Ohio
$2.47M -$979K -5,359 -28%
ZIM
1255
Zacks Investment Management
Illinois
$2.47M +$374K +2,049 +17%
WG
1256
Welch Group
Alabama
$2.47M +$740K +4,052 +42%
CBTWT
1257
Community Bank & Trust (Waco, Texas)
Texas
$2.46M +$53.5K +293 +2%
PFM
1258
Parsec Financial Management
North Carolina
$2.45M -$110K -603 -4%
PAMG
1259
Patton Albertson Miller Group
Tennessee
$2.44M -$10K -55 -0.4%
IFG
1260
Investors Financial Group
Minnesota
$2.44M +$140K +766 +6%
CC
1261
Claybrook Capital
Massachusetts
$2.44M +$1.03M +5,620 +70%
HC
1262
Hourglass Capital
Texas
$2.44M -$124K -680 -5%
PWP
1263
Personal Wealth Partners
Minnesota
$2.44M +$215K +1,177 +9%
ECM
1264
EagleClaw Capital Management
Massachusetts
$2.43M -$104K -569 -4%
CAM
1265
Cozad Asset Management
Illinois
$2.43M +$240K +1,312 +11%
IWM
1266
IHT Wealth Management
Illinois
$2.43M -$1.15M -6,294 -32%
FA
1267
FDx Advisors
Illinois
$2.41M -$184K -1,005 -7%
AMIM
1268
Aull & Monroe Investment Management
Alabama
$2.41M +$32.5K +178 +1%
GBBWRPM
1269
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.41M -$164K -900 -6%
PAM
1270
Pegasus Asset Management
New York
$2.41M -$4.75K -26 -0.2%
BFM
1271
Boothbay Fund Management
New York
$2.41M +$2.11M +11,553 +595%
TF
1272
Tompkins Financial
New York
$2.41M +$108K +593 +5%
DIA
1273
Dean Investment Associates
Ohio
$2.4M -$62.5K -342 -2%
IWA
1274
Intercontinental Wealth Advisors
Texas
$2.4M -$1.03M -5,658 -30%
KPCM
1275
Kings Point Capital Management
New York
$2.4M -$135K -738 -5%

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.