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Berkshire Hathaway Class 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: 98103 (+5)

0% more funds holding

Funds holding: 917918 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
901
New Capital Management
Texas
$311K
RMAM
902
Raab & Moskowitz Asset Management
New Jersey
$311K
TCCM
903
Timber Creek Capital Management
Massachusetts
$311K
TPWA
904
TRUE Private Wealth Advisors
Oregon
$311K
TCM
905
Tufton Capital Management
Maryland
$311K
VFA
906
Voya Financial Advisors
Connecticut
$311K
PCA
907
Personal Capital Advisors
California
$311K +$309K +1 New
AIIMS
908
Analyst IMS Investment Management Services
Israel
$310K
KPW
909
Kore Private Wealth
New York
$310K
PGAM
910
Princeton Global Asset Management
New Jersey
$310K
CC
911
Courier Capital
New York
$307K
WWM
912
Windsor Wealth Management
Indiana
$305K -$1.24M -4 -80%
CBTWT
913
Community Bank & Trust (Waco, Texas)
Texas
$187K
GT
914
Glenmede Trust
Pennsylvania
$14K -$6.5M -21 -32%
AMCA
915
Arthur M. Cohen & Associates
Illinois
$13.7K
FDCDDQ
916
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.36K
MCMT
917
Moon Capital Management (Tennessee)
Tennessee
$1K
MWM
918
Merriman Wealth Management
Washington
-$21.2K -9,898 Closed
WIC
919
Whitegate Investment Counselors
New Hampshire
-$7.32M -2,300 Closed
SHJ
920
Sharkey, Howes & Javer
Colorado
-$318K -100 Closed
State of New Jersey Common Pension Fund D
921
State of New Jersey Common Pension Fund D
New Jersey
-$30.2M -95 Closed
Canada Life
922
Canada Life
Manitoba, Canada
-$28M -88 Closed
CBOA
923
Commonwealth Bank of Australia
Australia
-$22.6M -71 Closed
Deutsche Bank
924
Deutsche Bank
Germany
-$12.4M -40 -60%
Mariner
925
Mariner
Kansas
-$9.23M -29 Closed

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.