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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
201
SG Americas Securities
New York
$89.7M -$99.2M -450,453 -54%
Allianz Asset Management
202
Allianz Asset Management
Germany
$88.6M -$8.64M -39,238 -9%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$88.2M +$1.28M +5,829 +2%
SSM
204
Sound Shore Management
Connecticut
$88.1M -$12.9M -58,691 -13%
ProShare Advisors
205
ProShare Advisors
Maryland
$87.6M +$4M +18,169 +5%
MSL
206
Mackay Shields LLC
New York
$87.5M -$4.9M -22,244 -6%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$87M -$707K -3,209 -0.8%
BAM
208
Burgundy Asset Management
Ontario, Canada
$85.7M -$16M -72,740 -16%
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$85.3M +$1.95M +8,877 +2%
SDIC
210
South Dakota Investment Council
South Dakota
$85.1M
FAF
211
Fjarde Ap-fonden
Sweden
$84.9M +$12.8M +58,200 +19%
HF
212
HRT Financial
New York
$84.6M +$80.3M +364,759 New
HHAA
213
Henry H. Armstrong Associates
Pennsylvania
$84.5M -$1.15M -5,202 -1%
LDB
214
Lee, Danner & Bass
Tennessee
$84M -$4.85M -22,021 -6%
Voloridge Investment Management
215
Voloridge Investment Management
Florida
$84M +$79.7M +362,152 New
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$83.8M +$1.05M +4,757 +1%
RG
217
Rathbones Group
United Kingdom
$83.6M +$6.51M +29,559 +9%
William Blair & Company
218
William Blair & Company
Illinois
$83.1M +$2.74M +12,449 +4%
SAA
219
Southeast Asset Advisors
Georgia
$82.9M +$181K +824 +0.2%
IVA
220
International Value Advisers
$82.5M -$28.4M -128,753 -27%
WCM
221
Wallace Capital Management
Texas
$80.5M -$5.05M -22,937 -6%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.5M -$8.16M -37,042 -10%
TPSF
223
Texas Permanent School Fund
Texas
$79.6M -$6.5M -29,538 -8%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$79M -$1.85M -8,408 -2%
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$78.5M -$20.1M -91,320 -21%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.