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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
Rafferty Asset Management
201
Rafferty Asset Management
New York
$72.2M +$61.2M +335,021 +483%
LDB
202
Lee, Danner & Bass
Tennessee
$71.6M -$2.39M -13,083 -3%
WCM
203
Wallace Capital Management
Texas
$71.6M +$5.05M +27,637 +7%
Wolverine Trading
204
Wolverine Trading
Illinois
$71.1M +$15M +82,257 +26%
FIM
205
Frontier Investment Management
Texas
$70.7M +$7.08M +38,776 +11%
SDIC
206
South Dakota Investment Council
South Dakota
$70M +$2.32M +12,710 +3%
PC
207
Polar Capital
United Kingdom
$70M -$53.3M -292,010 -43%
BCC
208
Biglari Capital Corp
Texas
$69.5M +$51.2M +280,400 +257%
Connor, Clark & Lunn Investment Management (CC&L)
209
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69.5M -$3.9M -21,374 -5%
MSL
210
Mackay Shields LLC
New York
$67.7M -$12.8M -69,919 -16%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$67.6M -$3.33M -18,221 -5%
SJIC
212
St. James Investment Company
Texas
$67.5M -$4.51M -24,690 -6%
HHAA
213
Henry H. Armstrong Associates
Pennsylvania
$66.8M +$710K +3,889 +1%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$66M -$3.23M -17,709 -5%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$65.5M -$4.87M -26,649 -7%
OTPPB
216
Ontario Teachers' Pension Plan Board
Ontario, Canada
$64.1M -$42K -230 -0.1%
BIM
217
Bridges Investment Management
Nebraska
$63.8M -$390K -2,138 -0.6%
ProShare Advisors
218
ProShare Advisors
Maryland
$63.5M +$6.94M +37,996 +12%
SAA
219
Southeast Asset Advisors
Georgia
$63.4M +$969K +5,306 +2%
Federated Hermes
220
Federated Hermes
Pennsylvania
$63.1M -$24.6M -134,563 -28%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$62.7M +$48.6K +266 +0.1%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.6M +$2.78M +15,199 +5%
William Blair & Company
223
William Blair & Company
Illinois
$62.6M -$36.9M -202,321 -37%
Citadel Advisors
224
Citadel Advisors
Florida
$61.8M -$27.5M -150,496 -30%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$61.6M -$9.95M -54,481 -14%

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.