Berkshire Hathaway Class A
BRK.A
867 hedge funds and large institutions have $40.2B invested in Berkshire Hathaway Class A in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 113 reducing their positions, and 37 closing their positions.
110.05% more ownership
Funds ownership: 27.09% → 137.14% (+110%)
1% less funds holding
Funds holding: 873 → 867 (-6)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
6% less capital invested
Capital invested by funds: $42.7B → $40.2B (-$2.45B)
11% less funds holding in top 10
Funds holding in top 10: 99 → 88 (-11)
32% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$249B |
| 2 |
SCM
Stonebridge Capital Management
Los Angeles,
California
|
+$2.97B |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$531M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$335M |
| 5 |
PGIM
Pacific Global Investment Management
Glendale,
California
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$786M |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$290M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$144M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$128M |
| 5 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$100M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
901
Reilly Financial Advisors
La Mesa,
California
| – | -$299K | -1 | Closed |
|
|
WA1
902
Wimmer Associates 1
Pasadena,
California
| – | -$299K | -1 | Closed |
|
903
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$10.8M | +37 | +195% |
|
BRK.A Hedge Fund Activity: Q2 2018 in Review
867 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2018, worth a combined $40.2B — down 5.8% from $42.7B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BRK.A and 35 opened new positions — a net loss of 2 holders — while 113 trimmed existing stakes and 77 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $249B. The largest seller was Truepoint Inc, cutting an estimated $786M.
- 867 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2018, down from 873 in Q1 2018.
- Funds reported $40.2B of Berkshire Hathaway Class A stock for Q2 2018, down 5.8% quarter-over-quarter.
- 35 funds opened new Berkshire Hathaway Class A positions in Q2 2018 and 37 closed out, a net change of -2 holders.
- The largest Berkshire Hathaway Class A buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $249B added.
- The largest Berkshire Hathaway Class A seller in Q2 2018 was Truepoint Inc, an estimated $786M sold.
Based on aggregated 13F filings for Q2 2018.