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Berkshire Hathaway Class A
BRK.A

915 hedge funds and large institutions have $42B invested in Berkshire Hathaway Class A in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

290.49% more ownership

Funds ownership: 27.77% → 318.26% (+290%)

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

0% more funds holding

Funds holding: 915 → 915 (0)

5% less capital invested

Capital invested by funds: $44.1B → $42B (-$2.1B)

13% less funds holding in top 10

Funds holding in top 10: 115 → 100 (-15)

35% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 126

Holders
915
Holders Change
–
Holders Change %
0%
% of All Funds
19.8%
Holding in Top 10
100
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.04%
% of All Funds
2.16%
New
55
Increased
82
Reduced
126
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
+$606B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$33.5B
3
SCM
Stonebridge Capital Management
California
+$3.13B
4
Brown Advisory
Brown Advisory
Maryland
+$485M
5
FNC
First National Corp
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$660M
2
HAG
HighPoint Advisor Group
Illinois
-$283M
3
Capital World Investors
Capital World Investors
California
-$156M
4
RHFI
Reilly Herbert Faulkner III
-$150M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$96.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
826
NWAM LLC
Washington
$301K – – –
OC
827
Oakworth Capital
Alabama
$301K – – –
OIM
828
Orca Investment Management
Oregon
$301K – – –
OA
829
Oxbow Advisors
Texas
$301K – – –
PA
830
Parallel Advisors
California
$301K – – –
PGWM
831
Parisi Gray Wealth Management
New Jersey
$301K – – –
PR
832
Payden & Rygel
California
$301K – – –
PAM
833
Pegasus Asset Management
New York
$301K – – –
PHS
834
Pekin Hardy Strauss
Illinois
$301K – – –
PCTC
835
Perkins Coie Trust Company
Washington
$301K – – –
PFPT
836
Pinnacle Financial Partners (Tennessee)
Tennessee
$301K – – –
PSG
837
Planning Solutions Group
Maryland
$301K – – –
PMFA
838
Plante Moran Financial Advisors
Michigan
$301K – – –
PGA
839
Portland Global Advisors
Maine
$301K – – –
PAM
840
Premier Asset Management
Illinois
$301K – – –
PGAM
841
Princeton Global Asset Management
New Jersey
$301K – – –
PCG
842
Private Capital Group
Connecticut
$301K – – –
PAS
843
Professional Advisory Services
Florida
$301K – – –
QCI
844
Quaker Capital Investments
Pennsylvania
$301K – – –
RMAM
845
Raab & Moskowitz Asset Management
New Jersey
$301K – – –
RCS
846
Retirement Capital Strategies
California
$301K – – –
RMCM
847
Reynders McVeigh Capital Management
Massachusetts
$301K – – –
RHJA
848
Rice Hall James & Associates
California
$301K – – –
RTS
849
Round Table Services
New Jersey
$301K – – –
ST
850
Sabal Trust
Florida
$301K – – –
32 33
34
35 36

BRK.A Hedge Fund Activity: Q1 2019 in Review

915 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2019, worth a combined $42B — down 4.7% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BRK.A positions and 44 closed out — a net gain of 11 holders — while 82 added to existing stakes and 126 trimmed.

The largest buyer was Naman Capital, adding an estimated $606B. The largest seller was Capital International Investors, cutting an estimated $660M.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $42B of Berkshire Hathaway Class A stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 55 funds opened new Berkshire Hathaway Class A positions in Q1 2019 and 44 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2019 was Naman Capital, an estimated $606B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2019 was Capital International Investors, an estimated $660M sold.

Based on aggregated 13F filings for Q1 2019.