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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
CP
2351
Cumberland Partners
Ontario, Canada
$294K -$3.47K -19 -1%
VST
2352
Van Strum & Towne
California
$294K
WCA
2353
Westover Capital Advisors
Delaware
$293K -$154K -845 -34%
CWM
2354
Chesapeake Wealth Management
Virginia
$292K +$69.6K +381 +30%
WLIM
2355
White Lighthouse Investment Management
Massachusetts
$291K -$173K -950 -37%
BCP
2356
Blackhawk Capital Partners
Wisconsin
$291K +$63.6K +348 +28%
CA
2357
Continuum Advisory
Idaho
$288K -$90.6K -496 -23%
TBNY
2358
Trustco Bank (New York)
New York
$288K
BMM
2359
Berkshire Money Management
Massachusetts
$286K
SFP
2360
Shepherd Financial Partners
Massachusetts
$285K -$1.28K -7 -0.4%
PAG
2361
Private Advisory Group
Washington
$283K +$289K +1,584 New
EWM
2362
Executive Wealth Management
Michigan
$282K +$39.6K +217 +16%
AGA
2363
Arkos Global Advisors
Texas
$282K +$288K +1,577 New
DAC
2364
Dividend Assets Capital
South Carolina
$281K +$60.3K +330 +27%
JFGLC
2365
Johnson Financial Group LLC (Colorado)
Colorado
$280K
FNBOMD
2366
First National Bank of Mount Dora
Florida
$278K
NFG
2367
NewFocus Financial Group
Washington
$278K
PA
2368
PSI Advisors
Florida
$278K
FMP
2369
Financial Management Professionals
Texas
$278K +$23.2K +127 +9%
SEEDPG
2370
S.E.E.D. Planning Group
New York
$278K +$285K +1,559 New
MAM
2371
Marotta Asset Management
Virginia
$277K -$15.2K -83 -5%
ETI
2372
Enterprise Trust & Investment
California
$276K
CTB
2373
Country Trust Bank
Illinois
$275K -$365 -2 -0.1%
CMA
2374
Cedar Mountain Advisors
Oregon
$273K +$49.7K +272 +22%
ACM
2375
AlphaStar Capital Management
North Carolina
$273K +$55.3K +303 +27%

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.