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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
NPT
1901
Nixon Peabody Trust
Massachusetts
$734K +$24.7K +135 +3%
TPWA
1902
TRUE Private Wealth Advisors
Oregon
$733K
QI
1903
Qtron Investments
Massachusetts
$732K -$2.56K -14 -0.3%
PO
1904
Private Ocean
California
$729K -$205K -1,123 -22%
NIC
1905
Northwest Investment Counselors
Oregon
$729K -$28.5K -156 -4%
EPA
1906
Element Pointe Advisors
Florida
$729K +$746K +4,086 New
DWM
1907
Darwin Wealth Management
Florida
$728K -$136K -743 -15%
RGIA
1908
Rainier Group Investment Advisory
Washington
$726K -$27.9K -153 -4%
CAM
1909
CenterStar Asset Management
Illinois
$726K
GAM
1910
Gemmer Asset Management
California
$725K -$23.2K -127 -3%
ACM
1911
Armbruster Capital Management
New York
$724K -$18.3K -100 -2%
PWAP
1912
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$724K -$10K -55 -1%
GHA
1913
GW Henssler & Associates
Georgia
$720K +$11.9K +65 +2%
JJ
1914
JDC-JSC
New York
$720K +$371K +2,032 +102%
ALAM
1915
Asahi Life Asset Management
Japan
$719K -$298K -1,630 -29%
SCM
1916
Southport Capital Management
Tennessee
$719K +$30.7K +168 +4%
MAWCM
1917
Mine & Arao Wealth Creation & Management
California
$718K
TP
1918
Tranquility Partners
Tennessee
$717K +$513K +2,807 +232%
DC
1919
DeDora Capital
California
$715K -$48.6K -266 -6%
MECA
1920
Miller Equity Capital Advisors
Texas
$714K
GCAC
1921
Guardian Capital Advisors (Canada)
Ontario, Canada
$713K +$42.9K +235 +5%
FVWA
1922
Foster Victor Wealth Advisors
South Carolina
$709K +$316K +1,729 +77%
GC
1923
Gibson Capital
Pennsylvania
$708K
HP
1924
Holowesko Partners
Bahamas
$708K +$457K +2,500 +171%
WSC
1925
Wellington Shields & Co
New York
$706K +$13.9K +76 +2%

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.