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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1276
Curbstone Financial Management Corp
New Hampshire
$3.21M -$88.1K -400 -3%
ACM
1277
Allred Capital Management
Texas
$3.2M -$2.64K -12 -0.1%
WAP
1278
Wealthcare Advisory Partners
Pennsylvania
$3.19M +$293K +1,330 +11%
CFS
1279
Capital Financial Services
New York
$3.18M +$3.02M +13,720 New
PAM
1280
Pegasus Asset Management
New York
$3.17M +$29.3K +133 +1%
IWA
1281
Intercontinental Wealth Advisors
Texas
$3.17M +$314K +1,428 +12%
ECM
1282
EagleClaw Capital Management
Massachusetts
$3.16M
BCM
1283
Breiter Capital Management
Florida
$3.15M +$89.6K +407 +3%
HH
1284
Hilltop Holdings
Texas
$3.15M +$240K +1,091 +9%
CCM
1285
Canal Capital Management
Virginia
$3.15M -$3.08K -14 -0.1%
SP
1286
Symmetry Partners
Connecticut
$3.15M
CII
1287
Capital International Inc
California
$3.14M -$198K -899 -6%
CCT
1288
Capital City Trust
Florida
$3.13M +$28.4K +129 +1%
ICM
1289
Intrepid Capital Management
Florida
$3.12M -$187K -848 -6%
AC
1290
Amitell Capital
Singapore
$3.12M +$2.97M +13,465 New
PIA
1291
Pinion Investment Advisors
Kansas
$3.11M +$103K +468 +4%
ATI
1292
Act Two Investors
California
$3.11M -$2.08M -9,442 -41%
MHIC
1293
Marble Harbor Investment Counsel
Massachusetts
$3.11M
DI
1294
Diligent Investors
California
$3.1M -$57.7K -262 -2%
CC
1295
Claybrook Capital
Massachusetts
$3.09M -$22K -100 -0.7%
MMPW
1296
Mitchell McLeod Pugh & Williams
Alabama
$3.08M -$101K -460 -3%
XI
1297
XXEC Inc
Oklahoma
$3.06M -$44K -200 -1%
LCM
1298
Laurion Capital Management
New York
$3.06M +$2.9M +13,183 New
PFM
1299
Parsec Financial Management
North Carolina
$3.06M +$14.1K +64 +0.5%
SIG
1300
Sky Investment Group
Connecticut
$3.05M +$123K +560 +4%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.