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Berkshire Hathaway Class A
BRK.A

917 hedge funds and large institutions have $44.3B invested in Berkshire Hathaway Class A in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $42B → $44.3B (+$2.27B)

0% more funds holding

Funds holding: 915 → 917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 100 → 98 (-2)

42% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 132

286.05% less ownership

Funds ownership: 318.26% → 32.22% (-286%)

Holders
917
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
19.92%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
2.13%
New
33
Increased
76
Reduced
132
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$4.43B
2
MWM
Merriman Wealth Management
Washington
+$3.08B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$715M
4
Capital World Investors
Capital World Investors
California
+$493M
5
CG
Colony Group
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
-$622B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$34.4B
3
HAG
HighPoint Advisor Group
Illinois
-$1.35B
4
Brown Advisory
Brown Advisory
Maryland
-$500M
5
WM
WS Management
Florida
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
876
Thrivent Financial for Lutherans
Minnesota
$318K – – –
TCCM
877
Timber Creek Capital Management
Massachusetts
$318K – – –
TPWA
878
TRUE Private Wealth Advisors
Oregon
$318K – – –
TCM
879
Tufton Capital Management
Maryland
$318K – – –
UWPG
880
Ullmann Wealth Partners Group
Florida
$318K – – –
VHAM
881
Van Hulzen Asset Management
California
$318K – – –
VWM
882
Venturi Wealth Management
Texas
$318K – – –
VCM
883
Vivaldi Capital Management
Illinois
$318K – – –
VFA
884
Voya Financial Advisors
Connecticut
$318K – – –
WANY
885
Wealthspire Advisors (New York)
New York
$318K – – –
WI
886
Wedgewood Investors
Pennsylvania
$318K – – –
WDA
887
Wendell David Associates
New Hampshire
$318K – – –
WPP
888
Whalerock Point Partners
Rhode Island
$318K – – –
WSFS
889
Wilmington Savings Fund Society
Delaware
$318K – – –
WA1
890
Wimmer Associates 1
California
$318K – – –
WCAMG
891
Woodard & Company Asset Management Group
North Carolina
$318K – – –
YWP
892
YorkBridge Wealth Partners
New York
$318K – – –
YMRC
893
Yorktown Management & Research Company
Virginia
$318K – – –
ZCA
894
Zeke Capital Advisors
Pennsylvania
$318K – – –
ACM
895
AlphaStar Capital Management
North Carolina
$318K +$311K +1 New
AAM
896
American Asset Management
Florida
$318K +$311K +1 New
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$318K +$311K +1 New
MAM
898
Meeder Asset Management
Ohio
$318K +$311K +1 New
Millennium Management
899
Millennium Management
New York
$318K +$311K +1 New
MWM
900
Mission Wealth Management
California
$318K +$311K +1 New
34 35
36
37 38

BRK.A Hedge Fund Activity: Q2 2019 in Review

917 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2019, worth a combined $44.3B — up 5.4% from $42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 24 closed out — a net gain of 9 holders — while 76 added to existing stakes and 132 trimmed.

The largest buyer was BRR OpCo, adding an estimated $4.43B. The largest seller was Naman Capital, cutting an estimated $622B.

  • 917 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2019, up from 915 in Q1 2019.
  • Funds reported $44.3B of Berkshire Hathaway Class A stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2019 was BRR OpCo, an estimated $4.43B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2019 was Naman Capital, an estimated $622B sold.

Based on aggregated 13F filings for Q2 2019.