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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
VHAM
876
Van Hulzen Asset Management
California
$301K – – –
VCM
877
Vivaldi Capital Management
Illinois
$301K – – –
VFA
878
Voya Financial Advisors
Connecticut
$301K – – –
WPC
879
Waters Parkerson & Co
Louisiana
$301K – – –
WAM
880
Wealthspire Advisors (Maryland)
Maryland
$301K – – –
WANY
881
Wealthspire Advisors (New York)
New York
$301K – – –
WI
882
Wedgewood Investors
Pennsylvania
$301K – – –
WDA
883
Wendell David Associates
New Hampshire
$301K – – –
WPP
884
Whalerock Point Partners
Rhode Island
$301K – – –
WSFS
885
Wilmington Savings Fund Society
Delaware
$301K – – –
WA1
886
Wimmer Associates 1
California
$301K – – –
WCAMG
887
Woodard & Company Asset Management Group
North Carolina
$301K – – –
YWP
888
YorkBridge Wealth Partners
New York
$301K – – –
YMRC
889
Yorktown Management & Research Company
Virginia
$301K – – –
ZCA
890
Zeke Capital Advisors
Pennsylvania
$301K – – –
AF
891
Alerus Financial
North Dakota
$301K +$303K +1 New
BCM
892
Becker Capital Management
Oregon
$301K +$303K +1 New
CGA
893
Crescent Grove Advisors
Illinois
$301K +$303K +1 New
EFSCE
894
Enterprise Financial Services Corp (EFSC)
Missouri
$301K +$303K +1 New
FA
895
FDx Advisors
Illinois
$301K +$303K +1 New
IGGA
896
Iron Gate Global Advisors
Utah
$301K +$303K +1 New
MWNA
897
Marshall Wace North America
New York
$301K +$303K +1 New
OWA
898
Outlook Wealth Advisors
Texas
$301K +$303K +1 New
PIC
899
Portland Investment Counsel
Ontario, Canada
$301K +$303K +1 New
PAIM
900
Punch & Associates Investment Management
Minnesota
$301K +$303K +1 New
34 35
36
37 38

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.