Berkshire Hathaway Class A
BRK.A
944 hedge funds and large institutions have $30.9B invested in Berkshire Hathaway Class A in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 40 closing their positions.
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
0% less funds holding
Funds holding: 948 → 944 (-4)
2.21% less ownership
Funds ownership: 28.12% → 25.9% (-2.2%)
13% less funds holding in top 10
Funds holding in top 10: 107 → 93 (-14)
18% less capital invested
Capital invested by funds: $37.7B → $30.9B (-$6.78B)
44% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$1.72B |
| 2 |
OCM
Ovata Capital Management
Hong Kong
|
+$614M |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$271M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$191M |
| 5 |
Renaissance Technologies
New York
|
+$89.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$5.74B |
| 2 |
WAOI
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
-$1.05B |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$147M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$106M |
| 5 |
PK
Pflug Koory
Omaha,
Nebraska
|
-$82.2M |
BRK.A Hedge Fund Activity: Q2 2020 in Review
944 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2020, worth a combined $30.9B — down 18% from $37.7B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BRK.A positions and 40 closed out — a net gain of 4 holders — while 86 added to existing stakes and 153 trimmed.
The largest buyer was Donaldson Capital Management, adding an estimated $1.72B. The largest seller was Capital World Investors, cutting an estimated $5.74B.
- 944 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2020, down from 948 in Q1 2020.
- Funds reported $30.9B of Berkshire Hathaway Class A stock for Q2 2020, down 18% quarter-over-quarter.
- 44 funds opened new Berkshire Hathaway Class A positions in Q2 2020 and 40 closed out, a net change of +4 holders.
- The largest Berkshire Hathaway Class A buyer in Q2 2020 was Donaldson Capital Management, an estimated $1.72B added.
- The largest Berkshire Hathaway Class A seller in Q2 2020 was Capital World Investors, an estimated $5.74B sold.
Based on aggregated 13F filings for Q2 2020.