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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
KFI
2151
Key Financial Inc
Pennsylvania
$474K
PWM
2152
PBMares Wealth Management
Virginia
$473K
WMC
2153
Westwood Management Corporation
Illinois
$473K
FUBT
2154
First United Bank & Trust
Maryland
$472K -$3.65K -20 -0.8%
DP
2155
Dearborn Partners
Illinois
$472K
CAG
2156
Csenge Advisory Group
Florida
$471K +$171K +939 +55%
FP
2157
Financial Perspectives
Minnesota
$471K +$28.3K +155 +6%
CG
2158
CFO4Life Group
Texas
$469K -$28.3K -155 -6%
BCM
2159
BTC Capital Management
Iowa
$469K +$82.2K +450 +21%
SNT
2160
Security National Trust
West Virginia
$467K +$27.4K +150 +6%
HWA
2161
HHM Wealth Advisors
Tennessee
$462K -$8.58K -47 -2%
TCWM
2162
Total Clarity Wealth Management
Illinois
$461K -$27K -148 -5%
LC
2163
Landaas & Company
Wisconsin
$461K
PAG
2164
Pinnacle Advisory Group
Maryland
$459K +$23.7K +130 +5%
PPCM
2165
Pillar Pacific Capital Management
California
$457K -$9.13K -50 -2%
JWM
2166
JGP Wealth Management
Oregon
$457K +$8.04K +44 +2%
SHWM
2167
Silicon Hills Wealth Management
Texas
$455K -$139K -760 -23%
FNBOH
2168
First National Bank of Hutchinson
Kansas
$454K -$169K -926 -27%
PPSG
2169
Princeton Portfolio Strategies Group
New Jersey
$454K -$36.5K -200 -7%
DP
2170
Denver PWM
Colorado
$454K +$35.2K +193 +8%
AIP
2171
Almanack Investment Partners
Pennsylvania
$453K +$92.4K +506 +25%
FA
2172
Faithward Advisors
Pennsylvania
$451K -$345K -1,888 -43%
BWFA
2173
Baltimore-Washington Financial Advisors
Maryland
$450K -$285K -1,559 -76%
IC
2174
Inscription Capital
Texas
$450K +$53.1K +291 +13%
APSP
2175
Asset Planning Services (Pennsylvania)
Pennsylvania
$449K

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.