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Berkshire Hathaway Class A
BRK.A

917 hedge funds and large institutions have $44.3B invested in Berkshire Hathaway Class A in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $42B → $44.3B (+$2.27B)

0% more funds holding

Funds holding: 915 → 917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 100 → 98 (-2)

42% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 132

286.05% less ownership

Funds ownership: 318.26% → 32.22% (-286%)

Holders
917
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
19.92%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
2.13%
New
33
Increased
76
Reduced
132
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$4.43B
2
MWM
Merriman Wealth Management
Washington
+$3.08B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$715M
4
Capital World Investors
Capital World Investors
California
+$493M
5
CG
Colony Group
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
-$622B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$34.4B
3
HAG
HighPoint Advisor Group
Illinois
-$1.35B
4
Brown Advisory
Brown Advisory
Maryland
-$500M
5
WM
WS Management
Florida
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Burgundy Asset Management
Ontario, Canada
$105M – – –
CH
52
Canton Hathaway
Rhode Island
$102M -$3.42M -11 -3%
IFLIT
53
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$99.5M – – –
HSBC Holdings
54
HSBC Holdings
United Kingdom
$98.4M -$311K -1 -0.3%
VF
55
Virtu Financial
New York
$97.7M +$76.8M +247 +412%
HighTower Advisors
56
HighTower Advisors
Illinois
$95.8M -$311K -1 -0.3%
VAM
57
Vontobel Asset Management
New York
$91M – – –
Fayez Sarofim & Co
58
Fayez Sarofim & Co
Texas
$90.7M +$6.84M +22 +8%
WT
59
Whittier Trust
California
$90.1M -$4.97M -16 -5%
AAMU
60
Amundi Asset Management US
Massachusetts
$84.7M +$19.9M +64 +32%
HIC
61
Hartline Investment Corp
Illinois
$83.1M – – –
SW
62
SVB Wealth
Massachusetts
$79.3M – – –
SCM
63
Sirios Capital Management
Massachusetts
$78.6M -$5.91M -19 -7%
GF
64
Gabelli Funds
New York
$75.1M – – –
American Century Companies
65
American Century Companies
Missouri
$71.6M -$14M -45 -17%
UBS Group
66
UBS Group
Switzerland
$70.4M -$4.97M -16 -7%
RC
67
RBF Capital
California
$69.4M – – –
Creative Planning
68
Creative Planning
Kansas
$68.7M +$1.87M +6 +3%
Franklin Resources
69
Franklin Resources
California
$64.6M +$622K +2 +1%
FAM
70
Fenimore Asset Management
New York
$64M – – –
Northern Trust
71
Northern Trust
Illinois
$63.4M -$4.66M -15 -7%
PPA
72
Parametric Portfolio Associates
Washington
$62.1M +$14.6M +47 +32%
Brown Advisory
73
Brown Advisory
Maryland
$60.2M -$500M -1,609 -89%
PB
74
Pinnacle Bancorp
Nebraska
$54.8M – – –
PFO
75
Pathstone Family Office
New Jersey
$54.1M +$311K +1 +0.6%
1 2
3
4 5

BRK.A Hedge Fund Activity: Q2 2019 in Review

917 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2019, worth a combined $44.3B — up 5.4% from $42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 24 closed out — a net gain of 9 holders — while 76 added to existing stakes and 132 trimmed.

The largest buyer was BRR OpCo, adding an estimated $4.43B. The largest seller was Naman Capital, cutting an estimated $622B.

  • 917 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2019, up from 915 in Q1 2019.
  • Funds reported $44.3B of Berkshire Hathaway Class A stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2019 was BRR OpCo, an estimated $4.43B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2019 was Naman Capital, an estimated $622B sold.

Based on aggregated 13F filings for Q2 2019.