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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
CFA
2276
CWS Financial Advisors
Michigan
$365K +$151K +826 +68%
TA
2277
Trellis Advisors
Washington
$363K -$53.1K -291 -13%
MIM
2278
Marco Investment Management
Georgia
$362K
RCM
2279
Radnor Capital Management
Pennsylvania
$361K +$21K +115 +6%
SI
2280
SimpliFi Inc
California
$360K
PPW
2281
Pasadena Private Wealth
California
$360K +$18.3K +100 +5%
WFA
2282
Wellspring Financial Advisors
Ohio
$359K +$10K +55 +3%
LCM
2283
Leisure Capital Management
California
$358K
VIM
2284
Vista Investment Management
Pennsylvania
$358K +$2.56K +14 +0.7%
MTC
2285
McDaniel Terry & Co
Texas
$357K -$10K -55 -3%
FCFC
2286
First Commonwealth Financial Corp
Pennsylvania
$357K -$8.22K -45 -2%
NCM
2287
Northwest Capital Management
Oregon
$357K +$10K +55 +3%
CWM
2288
Cahaba Wealth Management
Georgia
$356K -$31.4K -172 -9%
UWM
2289
USAdvisors Wealth Management
Minnesota
$356K +$23.2K +127 +7%
AIA
2290
Allied Investment Advisors
Montana
$355K
SEIA
2291
Signature Estate & Investment Advisors
California
$355K +$42.7K +234 +13%
VCWA
2292
Vanguard Capital Wealth Advisors
Colorado
$355K +$364K +1,994 New
DRD
2293
Dennis R. Delaney
$352K
AM
2294
Atwater Malick
Pennsylvania
$352K +$10K +55 +3%
MSWMA
2295
Market Street Wealth Management Advisors
Indiana
$350K
UBV
2296
United Bank (Virginia)
Virginia
$349K
FTC
2297
Farmers Trust Company
Ohio
$348K -$1.46K -8 -0.4%
MGAM
2298
McGowan Group Asset Management
Texas
$347K +$9.13K +50 +3%
AWA
2299
Alaska Wealth Advisors
Alaska
$346K -$1.83K -10 -0.5%
SC
2300
Schoolcraft Capital
Colorado
$346K

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.