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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
CIC
2401
Cornercap Investment Counsel
Georgia
$256K -$9.13K -50 -3%
SPP
2402
Single Point Partners
Massachusetts
$255K -$42.2K -231 -14%
IC
2403
Iconiq Capital
California
$255K
HCM
2404
HM Capital Management
Missouri
$255K +$9.13K +50 +4%
ACA
2405
Affinity Capital Advisors
California
$254K -$8.04K -44 -3%
RAM
2406
Riggs Asset Management
Pennsylvania
$254K
LWMM
2407
Legacy Wealth Management (Mississippi)
Mississippi
$253K +$32K +175 +14%
CIM
2408
Contravisory Investment Management
Massachusetts
$253K +$73K +400 +40%
CMBA
2409
C.M. Bidwell & Associates
Hawaii
$252K +$134K +735 +108%
FWM
2410
Filbrandt Wealth Management
Wisconsin
$251K +$158K +863 +160%
CCM
2411
CWH Capital Management
Washington
$250K -$122K -667 -32%
RIG
2412
Renaissance Investment Group
Massachusetts
$250K -$2.74K -15 -1%
CIAS
2413
CBIZ Investment Advisory Services
Ohio
$250K
MWPCG
2414
Measured Wealth Private Client Group
New Hampshire
$248K +$22.6K +124 +10%
FA
2415
Financial Advisors
Massachusetts
$247K +$9.5K +52 +4%
CWP
2416
Capital Wealth Planning
Florida
$245K -$1.7M -9,297 -87%
RSS
2417
Rosenblum Silverman Sutton
California
$245K
WR
2418
Watson Rebecca
$245K
CWA
2419
Carolina Wealth Advisors
South Carolina
$244K +$21.5K +118 +9%
AW
2420
Alpha Windward
Massachusetts
$244K +$36K +197 +17%
NCM
2421
Narwhal Capital Management
Georgia
$242K -$365 -2 -0.1%
RI
2422
Rudd International
Florida
$242K
TWP
2423
TFO Wealth Partners
Ohio
$240K -$307K -1,682 -56%
MCIA
2424
Mountain Capital Investment Advisors
Colorado
$240K -$11.1K -61 -4%
WI
2425
WrapManager Inc
California
$240K +$245K +1,342 New

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.