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Berkshire Hathaway Class A
BRK.A

944 hedge funds and large institutions have $48.1B invested in Berkshire Hathaway Class A in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 35

65.51% more ownership

Funds ownership: 32.22% → 97.73% (+66%)

10% more capital invested

Capital invested by funds: $43.9B → $48.1B (+$4.22B)

3% more funds holding

Funds holding: 918 → 944 (+26)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

28% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 139

Holders
944
Holders Change
+26
Holders Change %
+2.83%
% of All Funds
18.6%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.99%
New
71
Increased
100
Reduced
139
Closed
35
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$376K

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$150B
2
EW
Evoke Wealth
California
+$6.95B
3
CIC
Chilton Investment Company
Connecticut
+$6B
4
First Manhattan
First Manhattan
New York
+$473M
5
Capital World Investors
Capital World Investors
California
+$292M

Top Sellers

Rank Fund Capital Flow
1
DCM
Donaldson Capital Management
Indiana
-$1.97B
2
FMC
First Merchants Corp
Indiana
-$1.28B
3
HighTower Advisors
HighTower Advisors
Illinois
-$752M
4
ACP
Aviance Capital Partners
Florida
-$322M
5
WKWM
Walter & Keenan Wealth Management
Indiana
-$290M
Name Holding Trade Value Shares
Change 		Change in
Stake
Edgewood Management
551
Edgewood Management
Connecticut
$1.02M – – –
FG
552
Fiduciary Group
Georgia
$1.02M – – –
FPA
553
First Pacific Advisors
California
$1.02M – – –
FLPIM
554
F.L. Putnam Investment Management
Massachusetts
$1.02M – – –
JFA
555
JNBA Financial Advisors
Minnesota
$1.02M – – –
Kayne Anderson Rudnick Investment Management
556
Kayne Anderson Rudnick Investment Management
California
$1.02M – – –
KC
557
Kingfisher Capital
North Carolina
$1.02M – – –
LC
558
Lavaca Capital
Texas
$1.02M – – –
LDB
559
Lee, Danner & Bass
Tennessee
$1.02M – – –
LC
560
Lincoln Capital
Nebraska
$1.02M – – –
MAFM
561
Mid Atlantic Financial Management
Pennsylvania
$1.02M – – –
MAP
562
Milestone Advisory Partners
North Carolina
$1.02M – – –
MML Investors Services
563
MML Investors Services
Massachusetts
$1.02M – – –
MIM
564
Montgomery Investment Management
Maryland
$1.02M – – –
MCM
565
MV Capital Management
Maryland
$1.02M – – –
Nomura Asset Management
566
Nomura Asset Management
Japan
$1.02M – – –
NCM
567
Novare Capital Management
North Carolina
$1.02M – – –
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$1.02M – – –
PCAP
569
Pratt Collard Advisory Partners
New York
$1.02M – – –
RG
570
Rikoon Group
New Mexico
$1.02M – – –
RCWMU
571
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.02M – – –
RC
572
Roundview Capital
New Jersey
$1.02M – – –
SIC
573
Schwartz Investment Counsel
Michigan
$1.02M – – –
TA
574
Tiedemann Advisors
New York
$1.02M – – –
VCM
575
Violich Capital Management
California
$1.02M – – –
21 22
23
24 25

BRK.A Hedge Fund Activity: Q4 2019 in Review

944 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2019, worth a combined $48.1B — up 9.6% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BRK.A positions and 35 closed out — a net gain of 36 holders — while 100 added to existing stakes and 139 trimmed.

The largest buyer was M&T Bank, adding an estimated $150B. The largest seller was Donaldson Capital Management, cutting an estimated $1.97B.

  • 944 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2019, up from 918 in Q3 2019.
  • Funds reported $48.1B of Berkshire Hathaway Class A stock for Q4 2019, up 9.6% quarter-over-quarter.
  • 71 funds opened new Berkshire Hathaway Class A positions in Q4 2019 and 35 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2019 was M&T Bank, an estimated $150B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2019 was Donaldson Capital Management, an estimated $1.97B sold.

Based on aggregated 13F filings for Q4 2019.