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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.2B -$832M -4,557,057 -3%
BlackRock
2
BlackRock
New York
$20B +$418M +2,291,005 +2%
State Street
3
State Street
Massachusetts
$13.5B -$181M -992,933 -1%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$7.12B -$913M -5,000,000 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.95B +$15.3M +83,549 +0.3%
Northern Trust
6
Northern Trust
Illinois
$3.69B +$84.9M +464,818 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.62B -$53.6M -293,644 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.51B +$146M +798,113 +6%
Capital World Investors
9
Capital World Investors
California
$2.2B +$1.32B +7,250,275 +143%
Morgan Stanley
10
Morgan Stanley
New York
$1.94B -$81.5M -446,278 -4%
Bank of America
11
Bank of America
North Carolina
$1.85B -$119M -649,078 -6%
Norges Bank
12
Norges Bank
Norway
$1.66B -$78.1M -427,580 -4%
Charles Schwab
13
Charles Schwab
California
$1.59B -$4.58M -25,088 -0.3%
N
14
Nuveen
North Carolina
$1.58B -$130M -709,436 -7%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.53B +$7.12M +39,000 +0.5%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.53B -$283M -1,547,756 -15%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.52B -$72.9M -399,276 -4%
HHII
18
H&H International Investment
California
$1.52B +$1.24B +6,782,661 +394%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.43B -$9.42M -51,592 -0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.25B -$35M -191,404 -3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.2B -$468M -2,560,965 -28%
Wells Fargo
22
Wells Fargo
California
$1.14B +$27.6M +151,102 +2%
Invesco
23
Invesco
Georgia
$1.05B -$121M -660,787 -10%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$1B +$34M +185,959 +3%
Flossbach Von Storch
25
Flossbach Von Storch
Germany
$962M -$161M -883,471 -14%

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.