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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$136M -$9.82M -48,023 -7%
AAM
152
Anglepoint Asset Management
Cayman Islands
$136M +$87.8M +429,200 +205%
Capital Research Global Investors
153
Capital Research Global Investors
California
$135M +$203K +991 +0.2%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$134M -$53.3M -260,772 -29%
AIG
155
American International Group
New York
$133M -$2.12M -10,343 -2%
MC
156
Metropolis Capital
United Kingdom
$133M +$6.28M +30,702 +5%
AACR
157
ACR Alpine Capital Research
Missouri
$131M -$7.95M -38,844 -6%
JFL
158
Jarislowsky, Fraser Ltd
Quebec, Canada
$122M -$32M -156,519 -21%
MNG
159
Manning & Napier Group
New York
$122M -$28.9M -141,365 -20%
BO
160
BRR OpCo
Ohio
$121M +$704K +3,441 +0.6%
Jane Street
161
Jane Street
New York
$121M -$31.5M -154,222 -21%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$118M -$19.2M -93,659 -14%
Axa
163
Axa
France
$118M +$14.5M +71,044 +15%
FMI
164
Factory Mutual Insurance
Massachusetts
$116M
RE
165
RBC Europe
United Kingdom
$115M +$859K +4,199 +0.8%
SRIM
166
Saratoga Research & Investment Management
California
$113M -$1.89M -9,243 -2%
MIS
167
Morningstar Investment Services
Illinois
$110M -$3.46M -16,930 -3%
SBCM
168
Schwerin Boyle Capital Management
Massachusetts
$109M -$1.44M -7,061 -1%
AA
169
ALPS Advisors
Colorado
$107M -$2.07M -10,135 -2%
ACI
170
AMP Capital Investors
Australia
$106M +$1.87M +9,145 +2%
EIP
171
Easterly Investment Partners
Massachusetts
$106M -$9.5M -46,422 -9%
MIM
172
MetLife Investment Management
New Jersey
$106M -$1.66M -8,123 -2%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$104M -$4.69M -22,926 -4%
IVA
174
International Value Advisers
$103M -$59.2M -289,365 -37%
Aviva
175
Aviva
United Kingdom
$102M -$10.5M -51,369 -10%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.