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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
SCA
1851
Sage Capital Advisors
South Dakota
$815K +$3.29K +18 +0.4%
LBD
1852
Landsberg Bennett & Dubbaneh
Florida
$814K -$12.4K -68 -1%
I
1853
INVST
Indiana
$813K +$300K +1,644 +56%
KP
1854
Keel Point
Alabama
$811K -$7.7M -42,164 -90%
Edgewood Management
1855
Edgewood Management
Connecticut
$810K
LCM
1856
LVM Capital Management
Michigan
$806K
VFPI
1857
Vantage Financial Partners (Illinois)
Illinois
$803K +$132K +725 +19%
AFS
1858
Axiom Financial Strategies
Indiana
$802K +$3.47K +19 +0.4%
TC
1859
TradeLink Capital
Illinois
$800K +$818K +4,480 New
TP
1860
Truvvo Partners
New York
$799K +$14.4K +79 +2%
VCM
1861
Virtue Capital Management
Tennessee
$799K +$818K +4,478 New
LOAMU
1862
Lombard Odier Asset Management (USA)
New York
$798K +$816K +4,468 New
AWM
1863
Atticus Wealth Management
Florida
$797K -$920K -5,039 -53%
AWS
1864
AJ Wealth Strategies
New York
$795K +$54.8K +300 +7%
LC
1865
LCNB Corp
Ohio
$794K
BHA
1866
Beech Hill Advisors
New York
$794K +$45.7K +250 +6%
EWM
1867
Elmwood Wealth Management
California
$792K -$294K -1,612 -27%
Kayne Anderson Rudnick Investment Management
1868
Kayne Anderson Rudnick Investment Management
California
$792K
HR
1869
Hardy Reed
Mississippi
$791K +$5.84K +32 +0.7%
LWA
1870
Lineweaver Wealth Advisors
Ohio
$789K +$73.8K +404 +10%
ZCA
1871
Zeke Capital Advisors
Pennsylvania
$787K +$120K +657 +18%
KFP
1872
KMG Fiduciary Partners
Ohio
$785K -$22.1K -121 -3%
LRIA
1873
Leonard Rickey Investment Advisors
Washington
$781K +$161K +882 +25%
PCMK
1874
Paragon Capital Management (Kansas)
Kansas
$779K -$2.37K -13 -0.3%
KMWM
1875
Keudell/Morrison Wealth Management
Oregon
$778K

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.