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Berkshire Hathaway Class A
BRK.A

915 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 105 → 115 (+10)

4% more funds holding

Funds holding: 878 → 915 (+37)

14% less capital invested

Capital invested by funds: $51.1B → $44.1B (-$6.94B)

23% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 126

632.4% less ownership

Funds ownership: 660.17% → 27.77% (-632%)

Holders
915
Holders Change
+37
Holders Change %
+4.21%
% of All Funds
20.39%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.56%
New
78
Increased
97
Reduced
126
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$1.22B
2
PWSG
Pacific Wealth Strategies Group
California
+$1.04B
3
IA
Independence Advisors
Pennsylvania
+$700M
4
PK
Pflug Koory
Nebraska
+$689M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$176B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.7B
3
GAMC
Garner Asset Management Corp
Texas
-$15.7B
4
MAM
Magellan Asset Management
Australia
-$859M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
301
Benchmark Capital Advisors
New York
$3.37M – – –
CPSAC
302
Chas P. Smith & Associates (CPS)
Florida
$3.37M – – –
CB
303
Commerce Bank
Missouri
$3.37M – – –
IB
304
Intrust Bank
Kansas
$3.37M – – –
KCP
305
Kenmare Capital Partners
New York
$3.37M – – –
PAM
306
Peak Asset Management
Colorado
$3.37M – – –
RCC
307
Red Cedar Capital
Nebraska
$3.37M – – –
UR
308
USCA RIA
Texas
$3.37M – – –
YL
309
YCG LLC
Texas
$3.37M – – –
MPI
310
Mairs & Power Inc
Minnesota
$3.37M +$313K +1 +10%
BAC
311
Boys Arnold & Co
North Carolina
$3.33M – – –
MIM
312
Manitou Investment Management
Ontario, Canada
$3.23M – – –
FTCM
313
First Trust Capital Management
Illinois
$3.06M -$5.95M -19 -66%
MGIA
314
Moneta Group Investment Advisors
Missouri
$3.06M -$2.19M -7 -41%
PCM
315
Palisade Capital Management
New Jersey
$3.06M -$626K -2 -17%
RHBC
316
R.H. Bluestein & Co
Michigan
$3.06M -$313K -1 -9%
AIM
317
Allen Investment Management
New York
$3.06M – – –
ANBT
318
American National Bank & Trust
Texas
$3.06M – – –
ATC
319
Argent Trust Co
Tennessee
$3.06M – – –
ACP
320
Aviance Capital Partners
Florida
$3.06M – – –
CS
321
Central Securities
New York
$3.06M – – –
CK
322
Cohen Klingenstein
New York
$3.06M – – –
CIM
323
Courant Investment Management
Tennessee
$3.06M – – –
CIC
324
Crawford Investment Counsel
Georgia
$3.06M – – –
GC
325
Gruss & Co
Florida
$3.06M – – –
11 12
13
14 15

BRK.A Hedge Fund Activity: Q4 2018 in Review

915 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2018, worth a combined $44.1B — down 14% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BRK.A positions and 34 closed out — a net gain of 44 holders — while 97 added to existing stakes and 126 trimmed.

The largest buyer was HighPoint Advisor Group, adding an estimated $1.22B. The largest seller was Cornerstone Wealth Management, cutting an estimated $176B.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2018, up from 878 in Q3 2018.
  • Funds reported $44.1B of Berkshire Hathaway Class A stock for Q4 2018, down 14% quarter-over-quarter.
  • 78 funds opened new Berkshire Hathaway Class A positions in Q4 2018 and 34 closed out, a net change of +44 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2018 was HighPoint Advisor Group, an estimated $1.22B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2018 was Cornerstone Wealth Management, an estimated $176B sold.

Based on aggregated 13F filings for Q4 2018.