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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
RFO
2326
RiverGlades Family Offices
Florida
$313K
OFW
2327
Omnia Family Wealth
Florida
$312K -$706K -3,866 -69%
SIC
2328
Shoker Investment Counsel
Ohio
$312K +$6.57K +36 +2%
DPI
2329
Diversified Portfolios Inc
Michigan
$311K -$12.8K -70 -4%
SIS
2330
Sound Income Strategies
Florida
$311K +$22.3K +122 +8%
RPGK
2331
Retirement Planning Group (Kansas)
Kansas
$310K +$6.76K +37 +2%
HIS
2332
Harvest Investment Services
Illinois
$310K +$43.8K +240 +16%
TF
2333
TimeScale Financial
Massachusetts
$308K
HCM
2334
Hodges Capital Management
Texas
$307K -$123K -671 -28%
AA
2335
Advisory Alpha
Michigan
$307K +$263K +1,440 New
BCP
2336
Blue Chip Partners
Michigan
$305K -$9.86K -54 -3%
PA
2337
Probity Advisors
Texas
$305K +$31.6K +173 +11%
C
2338
Cerebellum
California
$305K +$281K +1,538 New
BWL
2339
Bogart Wealth LLC
Virginia
$304K
SMG
2340
Smart Money Group
Texas
$303K -$6.03K -33 -2%
BAM
2341
Bellevue Asset Management
Washington
$302K
AWM
2342
Affinity Wealth Management
Delaware
$301K
MFT
2343
Moisand Fitzgerald Tamayo
Florida
$301K
BHB
2344
Bank Hapoalim BM
Israel
$300K -$20.1K -110 -6%
RVPG
2345
Relative Value Partners Group
$300K +$91.3K +500 +42%
LSA
2346
L & S Advisors
California
$299K
OFG
2347
Omega Financial Group
California
$297K +$304K +1,663 New
CWM
2348
CCG Wealth Management
California
$296K +$1.1K +6 +0.4%
FBC
2349
Fairfield, Bush & Co
Connecticut
$296K +$49.3K +270 +19%
CSM
2350
CAMG Solamere Management
North Carolina
$295K -$10.4K -57 -3%

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.