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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
UCFA
176
United Capital Financial Advisors
Texas
$100M -$2.3M -11,244 -2%
BCM
177
Bronte Capital Management
Australia
$100M +$18.3M +89,570 +22%
VanEck Associates
178
VanEck Associates
New York
$99M -$59.9K -293 -0.1%
MCI
179
McDonald Capital Investors
California
$98.7M -$859K -4,200 -0.9%
RI
180
RWWM Inc
California
$96.1M -$3.82M -18,690 -4%
Bank of Nova Scotia
181
Bank of Nova Scotia
Ontario, Canada
$96.1M +$83.3M +407,367 +928%
GA
182
Greenhaven Associates
New York
$95.1M -$7.42M -36,255 -8%
BC
183
Bartlett & Co
Ohio
$94.7M -$1.43M -6,969 -2%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$94.7M -$1.48M -7,219 -2%
M&T Bank
185
M&T Bank
New York
$94.4M -$2.02M -9,880 -2%
BAM
186
Burgundy Asset Management
Ontario, Canada
$94.2M -$3.65M -17,855 -4%
SSM
187
Sound Shore Management
Connecticut
$93.4M -$46.6M -227,744 -34%
PAM
188
Panagora Asset Management
Massachusetts
$92.5M -$3.19M -15,582 -3%
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$92.5M +$12M +58,602 +15%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$92M +$18.3M +89,556 +26%
VRS
191
Virginia Retirement Systems
Virginia
$91.7M -$1.88M -9,200 -2%
OP
192
Oldfield Partners
United Kingdom
$91.6M +$92M +449,700 New
Connor, Clark & Lunn Investment Management (CC&L)
193
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$91.5M +$8.31M +40,611 +10%
SCM
194
Shapiro Capital Management
Georgia
$91.1M +$3.18M +15,532 +4%
SC
195
Scotia Capital
Ontario, Canada
$90.5M +$87M +425,106 New
TAM
196
Timucuan Asset Management
Florida
$90.4M -$1.32M -6,467 -2%
ASRS
197
Arizona State Retirement System
Arizona
$90.1M +$19.9M +97,364 +30%
Allianz Asset Management
198
Allianz Asset Management
Germany
$89.7M -$59.8M -292,206 -41%
Comerica Bank
199
Comerica Bank
Texas
$89.7M +$451K +2,204 +0.5%
MSL
200
Mackay Shields LLC
New York
$85.1M +$4.16M +20,361 +5%

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.