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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
KAH
1651
Kathryn A. Hall
$1.24M -$484K -2,650 -28%
GFS
1652
GYL Financial Synergies
Connecticut
$1.24M +$98.2K +538 +8%
AMG
1653
Asset Management Group
Connecticut
$1.24M
AWA
1654
Arkadios Wealth Advisors
Georgia
$1.23M +$29.6K +162 +3%
AO
1655
Allen Operations
New York
$1.23M
RMC
1656
Resources Management Corp
Connecticut
$1.23M -$7.3K -40 -0.6%
BF
1657
Blankinship & Foster
California
$1.23M +$32K +175 +3%
CPO
1658
Cerity Partners OCIO
New York
$1.23M +$252K +1,381 +25%
ADL
1659
Asset Dedication LLC
California
$1.23M -$26.5K -145 -2%
SC
1660
Searle & Co
Connecticut
$1.22M
NERM
1661
New England Research & Management
Illinois
$1.22M
GCM
1662
Galibier Capital Management
Ontario, Canada
$1.22M +$1.24M +6,810 New
HCM
1663
Hall Capital Management
Rhode Island
$1.22M +$18.3K +100 +1%
BSB
1664
Bangor Savings Bank
Maine
$1.21M +$25.2K +138 +2%
LPT
1665
Legacy Private Trust
Wisconsin
$1.21M -$24.5K -134 -2%
APG
1666
Abacus Planning Group
South Carolina
$1.21M +$31.4K +172 +3%
VA
1667
Valmark Advisers
Ohio
$1.21M +$6.57K +36 +0.5%
TMAM
1668
Tokio Marine Asset Management
Japan
$1.2M +$197K +1,080 +19%
BWM
1669
BigSur Wealth Management
Florida
$1.2M
TAM
1670
Tealwood Asset Management
Minnesota
$1.2M -$636K -3,482 -34%
CAMG
1671
CWA Asset Management Group
Florida
$1.2M -$10.8M -59,080 -90%
WCAMG
1672
Woodard & Company Asset Management Group
North Carolina
$1.2M +$21K +115 +2%
RT
1673
Rockland Trust
Massachusetts
$1.2M +$47.8K +262 +4%
VCAM
1674
Van Cleef Asset Management
Ohio
$1.19M +$913 +5 +0.1%
RFN
1675
RDA Financial Network
Iowa
$1.18M +$6.76K +37 +0.6%

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.