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Berkshire Hathaway Class A

918 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

0% more funds holding

Funds holding: 917918 (+1)

0.01% more ownership

Funds ownership: 32.22%32.22% (+0.01%)

1% less capital invested

Capital invested by funds: $44.3B → $43.9B (-$371M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
918
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.13%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
2.26%
New
35
Increased
95
Reduced
122
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Chilton Investment Company
Connecticut
$5.61M
FPCP
227
Fort Point Capital Partners
California
$5.61M
NPF
228
Norris Perne & French
Michigan
$5.61M
WCA
229
Windsor Creek Advisors
Vermont
$5.61M
BF
230
BOK Financial
Oklahoma
$5.61M +$928K +3 +20%
HAG
231
HighPoint Advisor Group
Illinois
$5.31M +$313M +1,012 +4%
ISL
232
Ingalls & Snyder LLC
New York
$5.3M -$928K -3 -15%
EFS
233
Essex Financial Services
Connecticut
$5.3M -$309K -1 -6%
CSIC
234
Clifford Swan Investment Counsel
California
$5.3M
KFGK
235
Keystone Financial Group (Kentucky)
Kentucky
$5.3M
WCM
236
Wallace Capital Management
Texas
$5.3M
WCM
237
Weik Capital Management
Pennsylvania
$5.3M
OWP
238
Obermeyer Wealth Partners
Colorado
$5.3M +$2.79M +9 +113%
Wolverine Trading
239
Wolverine Trading
Illinois
$5.29M -$4.33M -14 -45%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$4.99M -$309K -1 -6%
OC
241
Oppenheimer & Co
New York
$4.99M
CIC
242
Carnegie Investment Counsel
Ohio
$4.99M -$1.86M -6 -27%
MJP
243
Michael J. Puzo
$4.99M -$928K -3 -16%
BG
244
Bahl & Gaynor
Ohio
$4.99M
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$4.99M
RPC
246
Rossmore Private Capital
Connecticut
$4.99M
SNB
247
Security National Bank
Nebraska
$4.99M
SI
248
Stephens Inc
Arkansas
$4.99M +$1.24M +4 +33%
BP
249
BBR Partners
New York
$4.99M +$3.09M +10 +167%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$4.98M

BRK.A Hedge Fund Activity: Q3 2019 in Review

918 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2019, worth a combined $43.9B — down 0.84% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 95 added to existing stakes and 122 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $6.04B. The largest seller was BRR OpCo, cutting an estimated $4.41B.

  • 918 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2019, up from 917 in Q2 2019.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2019, down 0.84% quarter-over-quarter.
  • 35 funds opened new Berkshire Hathaway Class A positions in Q3 2019 and 28 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $6.04B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2019 was BRR OpCo, an estimated $4.41B sold.

Based on aggregated 13F filings for Q3 2019.