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Berkshire Hathaway Class 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: 105115 (+10)

4% more funds holding

Funds holding: 878915 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
26
Swedbank
Sweden
$303M +$39.1M +125 +14%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$296M -$16.9M -54 -5%
ClearBridge Investments
28
ClearBridge Investments
New York
$272M +$20M +64 +8%
HP
29
Hikari Power
Japan
$225M +$3.44M +11 +2%
HTI
30
Hikari Tsushin Inc
Japan
$225M +$626K +2 +0.3%
Morgan Stanley
31
Morgan Stanley
New York
$222M +$5.01M +16 +2%
DZ Bank
32
DZ Bank
Germany
$213M -$82.3M -263 -27%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$193M -$48.8M -156 -20%
BIM
34
Baldwin Investment Management
Pennsylvania
$181M -$939K -3 -0.5%
WIM
35
Weitz Investment Management
Nebraska
$171M -$1.88M -6 -1%
Wells Fargo
36
Wells Fargo
California
$165M -$178M -568 -51%
TAM
37
Troy Asset Management
United Kingdom
$152M
EVM
38
Eaton Vance Management
Massachusetts
$151M
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$149M +$8.77M +28 +6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$148M +$19.1M +61 +14%
AH
41
Allen Holding
New York
$141M -$4.07M -13 -3%
NU
42
Northwestern University
Illinois
$139M
HHAA
43
Henry H. Armstrong Associates
Pennsylvania
$130M -$1.88M -6 -1%
Wolverine Trading
44
Wolverine Trading
Illinois
$125M +$100M +321 +349%
TAM
45
Timucuan Asset Management
Florida
$119M -$939K -3 -0.8%
State Farm Mutual Automobile Insurance
46
State Farm Mutual Automobile Insurance
Illinois
$117M
JP Morgan Chase
47
JP Morgan Chase
New York
$114M -$23.2M -74 -17%
PCM
48
Punch Card Management
Florida
$114M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$114M -$2.19M -7 -2%
State Street
50
State Street
Massachusetts
$110M -$4.7M -15 -4%

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.