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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
MAM
201
Madison Asset Management
Wisconsin
$83.6M -$2.56M -12,503 -3%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.1M +$8.02M +39,183 +11%
RL
203
Ruffer LLP
United Kingdom
$83M +$41.9M +204,749 +111%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$82.7M +$14.2M +69,563 +22%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$81.8M +$40.3M +196,890 +105%
LDB
206
Lee, Danner & Bass
Tennessee
$81.8M -$3.49M -17,069 -4%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$81.5M +$19.1M +93,145 +32%
Nomura Holdings
208
Nomura Holdings
Japan
$81M +$47.5M +232,345 +157%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$80.6M -$6.47M -31,623 -8%
CB
210
Cooke & Bieler
Pennsylvania
$80.1M -$14.5M -71,026 -16%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$79.8M +$1.04M +5,096 +1%
TPSF
212
Texas Permanent School Fund
Texas
$79.4M +$6.16M +30,102 +9%
WCM
213
Wallace Capital Management
Texas
$78.9M -$6.31M -30,832 -8%
HHAA
214
Henry H. Armstrong Associates
Pennsylvania
$78.7M -$943K -4,608 -1%
SDIC
215
South Dakota Investment Council
South Dakota
$78.2M -$5.1M -24,930 -6%
PCA
216
Personal Capital Advisors
California
$78M +$6.22M +30,411 +9%
PC
217
Polar Capital
United Kingdom
$77.8M -$5.4M -26,380 -7%
BCC
218
Biglari Capital Corp
Texas
$77.7M -$4.97M -24,300 -6%
O
219
Ossiam
France
$77.5M +$44.9M +219,618 +152%
ProShare Advisors
220
ProShare Advisors
Maryland
$76.5M +$773K +3,778 +1%
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$76.5M
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$76M -$2.09M -10,213 -3%
SAA
223
Southeast Asset Advisors
Georgia
$75.9M +$234K +1,143 +0.3%
BIM
224
Bridges Investment Management
Nebraska
$74.9M -$1.17M -5,724 -2%
SJIC
225
St. James Investment Company
Texas
$74.9M -$5.37M -26,248 -7%

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.