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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
Jacobs Levy Equity Management
1526
Jacobs Levy Equity Management
New Jersey
$1.5M -$151K -828 -9%
SCA
1527
Sippican Capital Advisors
Massachusetts
$1.5M -$37.4K -205 -2%
RPC
1528
Rossmore Private Capital
Connecticut
$1.5M +$114K +626 +8%
FI
1529
Fosun International
China
$1.5M -$35.6K -195 -2%
NJBEST
1530
New Jersey Better Educational Savings Trust
New Jersey
$1.5M
AC
1531
Apella Capital
Connecticut
$1.49M -$184K -1,005 -11%
AFP
1532
Ausdal Financial Partners
Iowa
$1.48M +$2.01K +11 +0.1%
EP
1533
Eudaimonia Partners
Tennessee
$1.48M -$274K -1,499 -15%
PWM
1534
PRW Wealth Management
Massachusetts
$1.48M -$83.6K -458 -5%
BHTS
1535
Bar Harbor Trust Services
Maine
$1.48M +$90.9K +498 +6%
FWM
1536
Fairhaven Wealth Management
Illinois
$1.48M +$239K +1,311 +19%
VNA
1537
Valley National Advisers
Pennsylvania
$1.47M +$56.8K +311 +4%
NWS
1538
Newport Wealth Strategies
California
$1.47M -$1.23M -6,761 -45%
MFS
1539
Madrona Financial Services
Washington
$1.47M
BMCM
1540
Bryn Mawr Capital Management
Pennsylvania
$1.47M -$311K -1,704 -17%
HCIA
1541
Hochman Cole Investment Advisors
Illinois
$1.47M -$154K -842 -9%
RPWA
1542
Regent Peak Wealth Advisors
Georgia
$1.47M +$735K +4,026 +96%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1543
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.47M +$1.04M +5,719 +228%
ATC
1544
Adirondack Trust Company
New York
$1.46M -$43.8K -240 -3%
SIC
1545
Schwartz Investment Counsel
Michigan
$1.46M -$55.5K -304 -4%
MCM
1546
Maryland Capital Management
Maryland
$1.45M -$553K -3,030 -27%
FNBSF
1547
First National Bank Sioux Falls
South Dakota
$1.45M +$92.8K +508 +7%
IRAG
1548
Investment Research & Advisory Group
Georgia
$1.45M -$10.2K -56 -0.7%
CIM
1549
CIM Investment Management
Pennsylvania
$1.45M
VCM
1550
Vivaldi Capital Management
Illinois
$1.45M +$4.57K +25 +0.4%

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.