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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
NDSI
1551
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M -$42K -230 -3%
CS
1552
Comerica Securities
Michigan
$1.44M -$24.3K -133 -2%
CI
1553
CX Institutional
Indiana
$1.44M +$71.4K +391 +5%
JSL
1554
JT Stratford LLC
Georgia
$1.44M +$99K +542 +7%
CCG
1555
Cypress Capital Group
Florida
$1.44M -$155K -851 -10%
AFA
1556
Abacus FCF Advisors
Florida
$1.44M -$64.8K -355 -4%
ROTUOC
1557
Regents of the University of California
California
$1.44M
PCMC
1558
Private Capital Management (Colorado)
Colorado
$1.44M +$72.7K +398 +5%
ACS
1559
Archford Capital Strategies
Illinois
$1.44M +$101K +555 +7%
WA
1560
WESPAC Advisors
California
$1.43M +$1.47M +8,025 New
FAM
1561
Formidable Asset Management
Ohio
$1.43M -$61.2K -335 -4%
SFG
1562
SNS Financial Group
Minnesota
$1.43M -$4.75K -26 -0.3%
HTHT
1563
Hemenway Trust Hemenway Trust
New Hampshire
$1.43M -$277K -1,515 -16%
FWP
1564
FAS Wealth Partners
Kansas
$1.43M -$108K -592 -7%
RSWM
1565
Robertson Stephens Wealth Management
California
$1.43M +$527K +2,887 +56%
CCM
1566
Community Capital Management
Florida
$1.43M -$1.07M -5,853 -42%
HA
1567
Harfst & Associates
Wyoming
$1.43M +$593K +3,246 +68%
AFM
1568
Anson Funds Management
Texas
$1.43M +$1.46M +8,000 New
RW
1569
REDW Wealth
New Mexico
$1.42M -$6.03K -33 -0.4%
FMB
1570
Field & Main Bank
Kentucky
$1.42M +$1.45M +7,930 New
IFWM
1571
Institute for Wealth Management
Colorado
$1.42M +$424K +2,321 +41%
C
1572
Certuity
Florida
$1.41M +$290K +1,590 +25%
ARMC
1573
American Research & Management Company
Massachusetts
$1.41M +$4.38K +24 +0.3%
TL
1574
TrueWealth LLC
Georgia
$1.41M +$1.44M +7,895 New
RHJA
1575
Rice Hall James & Associates
California
$1.4M

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.