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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
WA
1676
Wealth Alliance
New York
$1.18M +$81.3K +445 +7%
WAG
1677
Winthrop Advisory Group
Massachusetts
$1.18M -$59.4K -325 -5%
WPC
1678
Waters Parkerson & Co
Louisiana
$1.17M -$45.7K -250 -4%
CC
1679
Capital Counsel
New York
$1.17M -$73K -400 -6%
PCG
1680
Private Capital Group
Connecticut
$1.17M -$47.7K -261 -4%
BWM
1681
Baystate Wealth Management
Massachusetts
$1.17M +$421K +2,304 +54%
PIM
1682
Penobscot Investment Management
Massachusetts
$1.17M -$38.4K -210 -3%
AWA
1683
Artemis Wealth Advisors
New York
$1.17M +$27.4K +150 +2%
CWAG
1684
Compton Wealth Advisory Group
Virginia
$1.17M -$96.2K -527 -7%
REMPR
1685
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
NFG
1686
Nadler Financial Group
Illinois
$1.16M -$112K -615 -9%
MYIA
1687
Mount Yale Investment Advisors
Colorado
$1.15M +$170K +931 +17%
DPIM
1688
Duff & Phelps Investment Management
Illinois
$1.15M
BCMO
1689
Buckingham Capital Management (Ohio)
Ohio
$1.15M +$369K +2,018 +46%
NIM
1690
NuWave Investment Management
New Jersey
$1.15M +$777K +4,256 +223%
CBA
1691
Coastal Bridge Advisors
Connecticut
$1.14M -$37.6K -206 -3%
EIA
1692
Eldridge Investment Advisors
New Hampshire
$1.14M
DL
1693
DOHJ LLC
Washington
$1.14M -$549K -3,007 -34%
CAL
1694
Capital Advisors Ltd
Ohio
$1.14M
BFG
1695
Bouchey Financial Group
New York
$1.14M -$730 -4 -0.1%
TCM
1696
Tufton Capital Management
Maryland
$1.14M -$913 -5 -0.1%
HI
1697
Hudock Inc
Pennsylvania
$1.13M +$913 +5 +0.1%
SAM
1698
Steinberg Asset Management
New York
$1.13M +$535K +2,932 +86%
MCA
1699
Magnolia Capital Advisors
Mississippi
$1.13M +$37.1K +203 +3%
CWA
1700
Capital Wealth Alliance
Arizona
$1.13M +$1.15M +6,316 New

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.