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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
SSM
151
Sound Shore Management
Connecticut
$119M -$12.7M -69,804 -9%
ESBC
152
E.S. Barr & Co
Kentucky
$118M -$196K -1,071 -0.2%
AACR
153
ACR Alpine Capital Research
Missouri
$117M +$2.81M +15,404 +2%
GIM
154
Greylin Investment Management
Virginia
$116M -$1M -5,478 -0.8%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$116M -$370K -2,024 -0.3%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$116M -$28.3M -154,800 -19%
AIG
157
American International Group
New York
$114M +$649K +3,556 +0.6%
Capital Research Global Investors
158
Capital Research Global Investors
California
$113M -$23.4M -128,000 -17%
EIG
159
EdgePoint Investment Group
Ontario, Canada
$112M +$1.61M +8,811 +1%
Arrowstreet Capital
160
Arrowstreet Capital
Massachusetts
$111M +$59.3M +324,514 +110%
CWM
161
CIBC World Markets
New York
$110M +$13.5M +74,186 +14%
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$110M +$112M +615,459 New
MC
163
Metropolis Capital
United Kingdom
$106M +$19.6M +107,163 +22%
BO
164
BRR OpCo
Ohio
$101M +$3.03M +16,606 +3%
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$99.9M +$59.9M +327,968 +142%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$99M -$46.3M -253,308 -31%
FMI
167
Factory Mutual Insurance
Massachusetts
$97.4M -$2.14M -11,700 -2%
EIP
168
Easterly Investment Partners
Massachusetts
$96.9M +$99.2M +543,046 New
Millennium Management
169
Millennium Management
New York
$96.9M +$37.2M +203,796 +60%
SRIM
170
Saratoga Research & Investment Management
California
$96.8M +$4.96M +27,146 +5%
RE
171
RBC Europe
United Kingdom
$96M +$13.2M +72,317 +16%
MIS
172
Morningstar Investment Services
Illinois
$95.3M -$5.26M -28,791 -5%
Aviva
173
Aviva
United Kingdom
$94.5M -$18.5M -101,391 -16%
SBCM
174
Schwerin Boyle Capital Management
Massachusetts
$93M +$19.4M +106,175 +26%
AA
175
ALPS Advisors
Colorado
$91.1M -$2.78M -15,198 -3%

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.