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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
RC
2451
RBF Capital
California
$222K
VFM
2452
Vivid Financial Management
California
$222K +$4.93K +27 +2%
NEGWA
2453
New England Guild Wealth Advisors
Connecticut
$221K -$555K -3,040 -71%
UCMOK
2454
United Capital Management of KS
Kansas
$221K -$7.12K -39 -3%
EIG
2455
Ellenbecker Investment Group
Wisconsin
$220K
CTA
2456
Chesley Taft & Associates
Illinois
$219K -$119K -650 -35%
BWM
2457
BT Wealth Management
Georgia
$219K
WPC
2458
White Pine Capital
Minnesota
$219K
CWM
2459
Campbell Wealth Management
Virginia
$218K -$6.94K -38 -3%
RWRC
2460
R.W. Roge & Company
New York
$218K
ME
2461
McIlrath & Eck
Washington
$218K +$59.4K +325 +36%
HCM
2462
HMS Capital Management
Tennessee
$218K +$223K +1,223 New
SWAG
2463
Spectrum Wealth Advisory Group
California
$217K
TFGT
2464
TS Financial Group (TSFG)
Illinois
$216K +$95.7K +524 +77%
MWA
2465
MFA Wealth Advisors
Pennsylvania
$215K +$220K +1,205 New
FCM
2466
Fortis Capital Management
Washington
$215K +$16.1K +88 +8%
BHC
2467
Bowen Hanes & Co
Florida
$214K
CFG
2468
CMC Financial Group
Georgia
$214K
LIC
2469
Laurus Investment Counsel
Canada
$213K +$218K +1,193 New
ACM
2470
Ayrshire Capital Management
Connecticut
$212K -$5.48K -30 -2%
CAN
2471
Claraphi Advisory Network
United States
$212K +$2.01K +11 +0.9%
CG
2472
Corundum Group
Colorado
$211K -$4.02K -22 -2%
WFWM
2473
Wechter Feldman Wealth Management
New Jersey
$211K +$215K +1,180 New
PCA
2474
Private Capital Advisors
Connecticut
$210K
CWM
2475
Concentrum Wealth Management
California
$208K -$28.5K -156 -12%

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.