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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFAM
Motley Fool Asset Management
Alexandria,
Virginia
|
+$7.04B |
| 2 |
SII
Silchester International Investors
London,
United Kingdom
|
+$867M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$830M |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$305M |
| 5 |
IP
Intellectus Partners
San Francisco,
California
|
+$247M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Lourd Capital
Beverly Hills,
California
|
-$639M |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$244M |
| 3 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$220M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$175M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$117M |
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.