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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
HCMNY
1751
Howard Capital Management (New York)
New York
$1M -$63.9K -350 -6%
NGA
1752
Naples Global Advisors
Florida
$1M -$10K -55 -1%
IAS
1753
IMA Advisory Services
Colorado
$1M +$61.9K +339 +6%
BCM
1754
Bourgeon Capital Management
Connecticut
$998K +$972K +5,325 +2,017%
BAM
1755
Baldrige Asset Management
Pennsylvania
$995K +$14.6K +80 +1%
FCA
1756
FLC Capital Advisors
California
$993K -$85.6K -469 -8%
FVSAZ
1757
Flossbach von Storch AG Zurich
Switzerland
$991K -$2.63M -14,425 -72%
HRC
1758
Hoertkorn Richard Charles
$988K
MCM
1759
Monarch Capital Management
Indiana
$987K -$6.39K -35 -0.6%
NB
1760
Nicolet Bankshares
Wisconsin
$986K -$8.58K -47 -0.8%
KFS
1761
Kurt F. Somerville
$986K
TSS
1762
Two Sigma Securities
New York
$985K +$657K +3,598 +187%
TAM
1763
Trust Asset Management
Texas
$984K +$1.01M +5,512 New
FMLI
1764
Fukoku Mutual Life Insurance
Japan
$978K -$54.8K -300 -5%
TAM
1765
Townsend Asset Management
North Carolina
$977K +$235K +1,285 +31%
SAM
1766
Sequent Asset Management
Texas
$974K -$153K -839 -13%
LC
1767
Lindbrook Capital
California
$974K -$32.5K -178 -3%
SWK
1768
Stephen W. Kidder
$972K -$18.3K -100 -2%
FCM
1769
Firestone Capital Management
Florida
$966K -$211K -1,153 -18%
SB
1770
Strategic Blueprint
Georgia
$965K -$11.9K -65 -1%
AFG
1771
Arkansas Financial Group
Arkansas
$964K
TC
1772
Truvestments Capital
Florida
$963K -$39.6K -217 -4%
GGI
1773
Godsey & Gibb Inc
Virginia
$963K +$35.2K +193 +4%
5L
1774
55I LLC
Massachusetts
$962K +$984K +5,388 New
UAS
1775
United Asset Strategies
New York
$961K -$114K -625 -10%

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.