Berkshire Hathaway Class B
BRK.B
2,631 hedge funds and large institutions have $173B invested in Berkshire Hathaway Class B in 2020 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,192 increasing their positions, 999 reducing their positions, and 152 closing their positions.
46% more call options, than puts
Call options by funds: $3.28B | Put options by funds: $2.25B
19% more repeat investments, than reductions
Existing positions increased: 1,192 | Existing positions reduced: 999
7% more funds holding in top 10
Funds holding in top 10: 496 → 529 (+33)
1.24% more ownership
Funds ownership: 68.67% → 69.9% (+1.2%)
10% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 152
1% less funds holding
Funds holding: 2,654 → 2,631 (-23)
19% less capital invested
Capital invested by funds: $214B → $173B (-$41.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$835M |
| 2 |
PSCM
Pershing Square Capital Management
New York
|
+$306M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$284M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$273M |
| 5 |
JP Morgan Chase
New York
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.31B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.06B |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$948M |
| 4 |
Goldman Sachs
New York
|
-$508M |
| 5 |
State Street
Boston,
Massachusetts
|
-$386M |
BRK.B Hedge Fund Activity: Q1 2020 in Review
2,631 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2020, worth a combined $173B — down 19% from $214B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new BRK.B positions and 152 closed out — a net gain of 15 holders — while 1,192 added to existing stakes and 999 trimmed.
The largest buyer was Vanguard Group, adding an estimated $835M. The largest seller was Fidelity Investments, cutting an estimated $1.31B.
- 2,631 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2020, down from 2,654 in Q4 2019.
- Funds reported $173B of Berkshire Hathaway Class B stock for Q1 2020, down 19% quarter-over-quarter.
- 167 funds opened new Berkshire Hathaway Class B positions in Q1 2020 and 152 closed out, a net change of +15 holders.
- The largest Berkshire Hathaway Class B buyer in Q1 2020 was Vanguard Group, an estimated $835M added.
- The largest Berkshire Hathaway Class B seller in Q1 2020 was Fidelity Investments, an estimated $1.31B sold.
Based on aggregated 13F filings for Q1 2020.