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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
EA
1876
Elm Advisors
California
$774K -$100K -550 -11%
CCP
1877
Cardan Capital Partners
Colorado
$773K -$146K -799 -16%
OCM
1878
Osterweis Capital Management
California
$770K -$23.1M -126,657 -97%
CCM
1879
Cribstone Capital Management
Maine
$769K +$1.83K +10 +0.2%
CT
1880
Clearstead Trust
Maine
$765K
ARG
1881
Advisory Resource Group
Oklahoma
$763K +$21.4K +117 +3%
BMA
1882
Brooks Moore & Associates
Tennessee
$763K +$260K +1,425 +50%
WI
1883
Wedgewood Investors
Pennsylvania
$762K -$18.3K -100 -2%
NI
1884
NFC Investments
Tennessee
$761K
CWM
1885
Calamos Wealth Management
Illinois
$760K -$95.3K -522 -11%
PM
1886
Penbrook Management
New York
$759K
SHJ
1887
Sharkey, Howes & Javer
Colorado
$758K +$57.3K +314 +8%
CB
1888
Cadence Bank
Mississippi
$754K -$161K -882 -17%
OWIM
1889
Old West Investment Management
California
$754K +$179K +980 +30%
AP
1890
Atwood & Palmer
Missouri
$752K
GCM
1891
Gibraltar Capital Management
Oklahoma
$752K
GSBTD
1892
Glenview State Bank Trust Department
Illinois
$747K +$36.5K +200 +5%
CFA
1893
Capstone Financial Advisors
Illinois
$745K -$91.3K -500 -11%
FLI
1894
Family Legacy Inc
South Carolina
$745K -$68.5K -375 -8%
TAM
1895
Tradition Asset Management
Virginia
$745K
AGA
1896
Accuvest Global Advisors
Utah
$745K +$35.2K +193 +5%
PFA
1897
Pettinga Financial Advisors
Indiana
$742K +$12.8K +70 +2%
LWP
1898
Legacy Wealth Planning
Nevada
$741K +$22.8K +125 +3%
SC
1899
Skylands Capital
Wisconsin
$741K +$758K +4,150 New
MFP
1900
Meridian Financial Partners
Virginia
$734K +$8.95K +49 +1%

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.