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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
BHWM
2376
Bay Harbor Wealth Management
Maryland
$272K
RBC
2377
Roble Belko & Company
Pennsylvania
$271K -$4.02K -22 -1%
EA
2378
Emerald Advisors
Washington
$271K
AHC
2379
Anderson Hoagland & Co
Missouri
$270K -$115K -632 -29%
EWP
2380
Engrave Wealth Partners
Texas
$269K
BIM
2381
Bridgecreek Investment Management
Oklahoma
$268K -$6.21K -34 -2%
IWA
2382
Independence Wealth Advisors
Virginia
$268K
T
2383
TrueFG
Texas
$268K
VWA
2384
VERITY Wealth Advisors
United States
$268K
SFG
2385
Sunburst Financial Group
Alabama
$268K +$1.64K +9 +0.6%
JGGDR
2386
JGP Global Gestao de Recursos
Brazil
$268K +$274K +1,500 New
CIA
2387
Cascade Investment Advisors
Oregon
$267K
TF
2388
Trek Financial
Arizona
$267K +$20.8K +114 +8%
CF
2389
Corrigan Financial
Rhode Island
$267K -$3.65K -20 -1%
CCFM
2390
Clear Creek Financial Management
Washington
$266K +$76K +416 +39%
RCM
2391
RNC Capital Management
California
$264K -$114K -624 -30%
CISOA
2392
Capital Investment Services of America
Wisconsin
$261K
IAMOG
2393
Investors Asset Management of Georgia
Georgia
$260K +$54.8K +300 +26%
FFG
2394
Fortem Financial Group
California
$259K -$1.83K -10 -0.7%
WCWM
2395
Willow Creek Wealth Management
California
$259K
SAM
2396
Selway Asset Management
$259K +$34.7K +190 +15%
HWM
2397
Howard Wealth Management
Connecticut
$258K -$8.58K -47 -3%
SCP
2398
Silverleafe Capital Partners
Tennessee
$258K +$913 +5 +0.3%
CCA
2399
Conservest Capital Advisors
Pennsylvania
$257K
MHR
2400
Matthew Hamilton Rosenberg
$257K +$34.3K +188 +15%

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.