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Berkshire Hathaway Class A

917 hedge funds and large institutions have $44.3B invested in Berkshire Hathaway Class A in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $42B → $44.3B (+$2.27B)

0% more funds holding

Funds holding: 915917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 10098 (-2)

42% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 132

286.05% less ownership

Funds ownership: 318.26%32.22% (-286%)

Holders
917
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
19.92%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
2.13%
New
33
Increased
76
Reduced
132
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$5.09M
OC
252
Oppenheimer & Co
New York
$5.09M +$622K +2 +14%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$5.09M +$622K +2 +14%
CAM
254
Carret Asset Management
New York
$4.78M -$311K -1 -6%
NHC
255
Nicholas Hoffman & Company
Georgia
$4.78M -$311K -1 -6%
BF
256
BOK Financial
Oklahoma
$4.78M
GW
257
GW & Wade
Massachusetts
$4.78M
KPCM
258
Kings Point Capital Management
New York
$4.78M
KJHP
259
K.J. Harrison & Partners
Ontario, Canada
$4.78M
VC
260
Vicus Capital
Pennsylvania
$4.78M
RHBC
261
R.H. Bluestein & Co
Michigan
$4.78M +$1.55M +5 +50%
HAG
262
HighPoint Advisor Group
Illinois
$4.71M -$1.35B -4,337 -16%
FCI
263
Financial Counselors Inc
Kansas
$4.46M -$311K -1 -7%
FFA
264
First Foundation Advisors
California
$4.46M -$311K -1 -7%
IC
265
InterOcean Capital
Illinois
$4.46M
SBL
266
Sargent Bickham Lagudis
Colorado
$4.46M
SWM
267
SVA Wealth Management
Wisconsin
$4.46M
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$4.46M
KFC
269
Klingenstein Fields & Co
New York
$4.46M +$311K +1 +8%
JWM
270
Jupiter Wealth Management
Colorado
$4.36M
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$4.19M
FNFDCM
272
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.14M
JIC
273
JRM Investment Counsel
Nebraska
$4.14M
MJRIC
274
Mogy Joel R Investment Counsel
California
$4.14M
PCI
275
Pacifica Capital Investments
Texas
$4.14M

BRK.A Hedge Fund Activity: Q2 2019 in Review

917 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2019, worth a combined $44.3B — up 5.4% from $42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 24 closed out — a net gain of 9 holders — while 76 added to existing stakes and 132 trimmed.

The largest buyer was BRR OpCo, adding an estimated $4.43B. The largest seller was Naman Capital, cutting an estimated $622B.

  • 917 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2019, up from 915 in Q1 2019.
  • Funds reported $44.3B of Berkshire Hathaway Class A stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2019 was BRR OpCo, an estimated $4.43B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2019 was Naman Capital, an estimated $622B sold.

Based on aggregated 13F filings for Q2 2019.