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Berkshire Hathaway Class A
BRK.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: 105 → 115 (+10)

4% more funds holding

Funds holding: 878 → 915 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$1.22B
2
PWSG
Pacific Wealth Strategies Group
California
+$1.04B
3
IA
Independence Advisors
Pennsylvania
+$700M
4
PK
Pflug Koory
Nebraska
+$689M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$176B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.7B
3
GAMC
Garner Asset Management Corp
Texas
-$15.7B
4
MAM
Magellan Asset Management
Australia
-$859M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
FB
776
Fulton Bank
Pennsylvania
$306K – – –
GI
777
Glovista Investments
New Jersey
$306K – – –
GLA
778
Good Life Advisors
Pennsylvania
$306K – – –
GWI
779
Grace & White Inc
New York
$306K – – –
GI
780
Gradient Investments
Minnesota
$306K – – –
GT
781
Greenleaf Trust
Michigan
$306K – – –
GFP
782
Gryphon Financial Partners
Ohio
$306K – – –
HCM
783
Hall Capital Management
Rhode Island
$306K – – –
HAFS
784
Hapanowicz & Associates Financial Services
Pennsylvania
$306K – – –
HA
785
Harbor Advisors
Florida
$306K – – –
HH
786
Hilltop Holdings
Texas
$306K – – –
HC
787
Hourglass Capital
Texas
$306K – – –
IWM
788
IHT Wealth Management
Illinois
$306K – – –
IG
789
ING Group
Netherlands
$306K – – –
IFAM
790
Institutional & Family Asset Management
Colorado
$306K – – –
IC
791
Inverness Counsel
New York
$306K – – –
JGIA
792
Jackson Grant Investment Advisers
Connecticut
$306K – – –
JFL
793
Jarislowsky, Fraser Ltd
Quebec, Canada
$306K – – –
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$306K – – –
KCPG
795
Kavar Capital Partners Group
Kansas
$306K – – –
KWA
796
KCS Wealth Advisory
California
$306K – – –
KCM
797
Kornitzer Capital Management
Kansas
$306K – – –
LWAC
798
Laurel Wealth Advisors (California)
California
$306K – – –
LF
799
Lee Financial
Texas
$306K – – –
LFAS
800
Level Four Advisory Services
Texas
$306K – – –
30 31
32
33 34

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.