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Berkshire Hathaway Class A
BRK.A

918 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+1)

0.01% more ownership

Funds ownership: 32.22% → 32.22% (+0.01%)

1% less capital invested

Capital invested by funds: $44.3B → $43.9B (-$371M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
918
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.13%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
2.26%
New
35
Increased
95
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
826
Orca Investment Management
Oregon
$312K – – –
OWA
827
Outlook Wealth Advisors
Texas
$312K – – –
OA
828
Oxbow Advisors
Texas
$312K – – –
PA
829
Parallel Advisors
California
$312K – – –
PGWM
830
Parisi Gray Wealth Management
New Jersey
$312K – – –
PR
831
Payden & Rygel
California
$312K – – –
PAM
832
Pegasus Asset Management
New York
$312K – – –
PHS
833
Pekin Hardy Strauss
Illinois
$312K – – –
PCTC
834
Perkins Coie Trust Company
Washington
$312K – – –
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$312K – – –
PMFA
836
Plante Moran Financial Advisors
Michigan
$312K – – –
PGA
837
Portland Global Advisors
Maine
$312K – – –
PAM
838
Premier Asset Management
Illinois
$312K – – –
PCG
839
Private Capital Group
Connecticut
$312K – – –
PAS
840
Professional Advisory Services
Florida
$312K – – –
PAIM
841
Punch & Associates Investment Management
Minnesota
$312K – – –
QCI
842
Quaker Capital Investments
Pennsylvania
$312K – – –
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$312K – – –
RhumbLine Advisers
844
RhumbLine Advisers
Massachusetts
$312K – – –
RHJA
845
Rice Hall James & Associates
California
$312K – – –
RTS
846
Round Table Services
New Jersey
$312K – – –
ST
847
Sabal Trust
Florida
$312K – – –
SHGA
848
Sand Hill Global Advisors
California
$312K – – –
SSB
849
Sandy Spring Bank
Maryland
$312K – – –
SFSIG
850
San Francisco Sentry Investment Group
California
$312K – – –
32 33
34
35 36

BRK.A Hedge Fund Activity: Q3 2019 in Review

918 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2019, worth a combined $43.9B — down 0.84% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 95 added to existing stakes and 122 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $6.04B. The largest seller was BRR OpCo, cutting an estimated $4.41B.

  • 918 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2019, up from 917 in Q2 2019.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2019, down 0.84% quarter-over-quarter.
  • 35 funds opened new Berkshire Hathaway Class A positions in Q3 2019 and 28 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $6.04B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2019 was BRR OpCo, an estimated $4.41B sold.

Based on aggregated 13F filings for Q3 2019.