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Berkshire Hathaway Class A
BRK.A

873 hedge funds and large institutions have $42.7B invested in Berkshire Hathaway Class A in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

4% more funds holding in top 10

Funds holding in top 10: 95 → 99 (+4)

3.54% more ownership

Funds ownership: 23.55% → 27.09% (+3.5%)

0% more funds holding

Funds holding: 872 → 873 (+1)

2% less capital invested

Capital invested by funds: $43.4B → $42.7B (-$709M)

29% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 137

Holders
873
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.01%
Holding in Top 10
99
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.21%
% of All Funds
2.27%
New
46
Increased
97
Reduced
137
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFAM
Motley Fool Asset Management
Virginia
+$7.04B
2
SII
Silchester International Investors
United Kingdom
+$867M
3
TI
Truepoint Inc
Ohio
+$830M
4
ACP
Aviance Capital Partners
Florida
+$305M
5
IP
Intellectus Partners
California
+$247M

Top Sellers

Rank Fund Capital Flow
1
LC
Lourd Capital
California
-$639M
2
MAA
Mraz Amerine & Associates
California
-$244M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$220M
4
DZ Bank
DZ Bank
Germany
-$175M
5
Capital World Investors
Capital World Investors
California
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
351
Credit Agricole
France
$2.39M – – –
CAMG
352
CWA Asset Management Group
Florida
$2.39M – – –
MWAC
353
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.39M – – –
NG
354
Northstar Group
New York
$2.39M – – –
NA
355
Nottingham Advisors
New York
$2.39M – – –
RMC
356
Regis Management Company
California
$2.39M – – –
SB
357
Simmons Bank
Arkansas
$2.39M – – –
TSW
358
Thompson Siegel & Walmsley
Virginia
$2.39M – – –
AL
359
Aspiriant LLC
California
$2.39M +$2.47M +8 New
BTS
360
BB&T Securities
Virginia
$2.39M – – –
KFA
361
Kelleher Financial Advisors
New York
$2.39M – – –
SPIA
362
Steward Partners Investment Advisory
New York
$2.39M +$308K +1 +14%
UCFA
363
United Capital Financial Advisors
Texas
$2.09M -$308K -1 -13%
BMC
364
Beaton Management Company
Massachusetts
$2.09M – – –
BFS
365
Bradley Foster & Sargent
Connecticut
$2.09M – – –
BTNA
366
Bremer Trust National Association
Minnesota
$2.09M – – –
CA
367
Centerpoint Advisors
Massachusetts
$2.09M – – –
CGL
368
Clarius Group LLC
Washington
$2.09M – – –
CBA
369
Coastal Bridge Advisors
Connecticut
$2.09M – – –
LGC
370
Laurel Grove Capital
California
$2.09M – – –
MMHP
371
Murphy Middleton Hinkle & Parker
Georgia
$2.09M – – –
OWP
372
Obermeyer Wealth Partners
Colorado
$2.09M – – –
PNAA
373
Pictet North America Advisors
Switzerland
$2.09M – – –
RG
374
Rathbones Group
United Kingdom
$2.09M – – –
RGC
375
Roberts, Glore & Co
Illinois
$2.09M – – –
13 14
15
16 17

BRK.A Hedge Fund Activity: Q1 2018 in Review

873 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2018, worth a combined $42.7B — down 1.6% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BRK.A positions and 39 closed out — a net gain of 7 holders — while 97 added to existing stakes and 137 trimmed.

The largest buyer was Motley Fool Asset Management, adding an estimated $7.04B. The largest seller was Lourd Capital, exiting entirely with an estimated $639M sold.

  • 873 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2018, up from 872 in Q4 2017.
  • Funds reported $42.7B of Berkshire Hathaway Class A stock for Q1 2018, down 1.6% quarter-over-quarter.
  • 46 funds opened new Berkshire Hathaway Class A positions in Q1 2018 and 39 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2018 was Motley Fool Asset Management, an estimated $7.04B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2018 was Lourd Capital, an estimated $639M sold.

Based on aggregated 13F filings for Q1 2018.