We are live on ! Find out more
BRK.B icon

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
KBC Group
126
KBC Group
Belgium
$143M +$105M +573,397 +251%
MAMU
127
Marathon Asset Management (UK)
United Kingdom
$143M +$4.12M +22,569 +3%
WIM
128
Weitz Investment Management
Nebraska
$141M
C
129
Consulta
United Kingdom
$138M +$30.2M +165,500 +27%
IVA
130
International Value Advisers
$138M -$54.9M -300,696 -28%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$136M -$6.22M -34,049 -4%
QP
132
Quilter Plc
United Kingdom
$135M +$98.2M +537,692 +244%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$135M -$9.85M -53,921 -7%
RRAM
134
River Road Asset Management
Kentucky
$135M +$47M +257,142 +52%
SI
135
Scharf Investments
California
$135M +$11.3M +61,852 +9%
AI
136
Ariel Investments
Illinois
$134M +$27.3M +149,269 +25%
GIA
137
Gateway Investment Advisers
Ohio
$133M -$39M -213,441 -22%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$132M -$11.9M -65,334 -8%
PP
139
Prudential plc
United Kingdom
$131M -$67.1M -367,400 -33%
Victory Capital Management
140
Victory Capital Management
Texas
$131M -$135M -738,495 -50%
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$130M +$2.46M +13,472 +2%
Jane Street
142
Jane Street
New York
$129M +$106M +579,139 +411%
Asset Management One
143
Asset Management One
Japan
$129M +$5.39M +29,514 +4%
Allianz Asset Management
144
Allianz Asset Management
Germany
$127M +$15.3M +83,509 +13%
MNG
145
Manning & Napier Group
New York
$127M -$1.73M -9,493 -1%
Wellington Management Group
146
Wellington Management Group
Massachusetts
$127M -$6.55M -35,873 -5%
US Bancorp
147
US Bancorp
Minnesota
$124M -$1.51M -8,259 -1%
SOMRS
148
State of Michigan Retirement System
Michigan
$124M -$2.64M -14,457 -2%
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$123M +$56.7M +310,704 +82%
JMPWA
150
JP Morgan Private Wealth Advisors
California
$120M +$3.17M +17,365 +3%

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.