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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
IMOV
1576
Investment Management of Virginia
Virginia
$1.4M +$221K +1,208 +18%
VWA
1577
Visionary Wealth Advisors
Illinois
$1.4M +$98.1K +537 +7%
BFPW
1578
BOK Financial Private Wealth
Colorado
$1.39M -$552K -3,022 -28%
ICM
1579
Islay Capital Management
Texas
$1.39M -$36.5K -200 -3%
CFG
1580
Capstone Financial Group
Oklahoma
$1.38M -$222K -1,216 -14%
LBC
1581
Lowe Brockenbrough & Co
Virginia
$1.38M +$15.3K +84 +1%
NAM
1582
NTV Asset Management
West Virginia
$1.37M -$73K -400 -5%
AIS
1583
American Investment Services
Massachusetts
$1.37M -$72.9K -399 -5%
SAG
1584
Spotlight Asset Group
Illinois
$1.37M -$159K -872 -10%
MMHP
1585
Murphy Middleton Hinkle & Parker
Georgia
$1.36M +$26.5K +145 +2%
I2I
1586
Insight 2811 Inc
Illinois
$1.36M -$393K -2,150 -23%
NWM
1587
Northwest Wealth Management
Iowa
$1.36M +$21.9K +120 +2%
BA
1588
Birinyi Associates
Connecticut
$1.36M -$840K -4,600 -38%
JHP
1589
James Hambro & Partners
United Kingdom
$1.36M -$110K -600 -7%
MCM
1590
Magnolia Capital Management
New York
$1.35M -$34.7K -190 -2%
LAIC
1591
Lederer & Associates Investment Counsel
California
$1.35M
SCM
1592
Spreng Capital Management
Ohio
$1.35M
1W
1593
1776 Wealth
Georgia
$1.35M -$1.38M -7,538 -50%
B
1594
Bailard
California
$1.35M +$46.9K +257 +4%
EWM
1595
Endurance Wealth Management
Rhode Island
$1.34M +$180K +987 +15%
OIA
1596
Optimum Investment Advisors
Illinois
$1.34M -$52K -285 -4%
CA
1597
Cortland Associates
Missouri
$1.34M
CHC
1598
City Holding Co
West Virginia
$1.34M +$291K +1,595 +27%
FAG
1599
Financial Advisory Group
Texas
$1.34M +$15.3K +84 +1%
GC
1600
Garde Capital
Washington
$1.33M +$27.6K +151 +2%

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.