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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
SIRP
926
Shelter Insurance Retirement Plan
Missouri
-$7.96M -25 Closed
Lazard Asset Management
927
Lazard Asset Management
New York
-$3.18M -10 Closed
NL
928
NKCFO LLC
Illinois
-$2.23M -7 Closed
AIM
929
Axiom Investment Management
New York
-$1.27M -4 Closed
GJIC
930
Gamble Jones Investment Counsel
California
-$1.29M -4 Closed
EWM
931
Executive Wealth Management
Michigan
-$955K -3 Closed
JA
932
JOYN Advisors
Georgia
-$893K -3 Closed
WCM
933
Whitener Capital Management
North Carolina
-$955K -3 Closed
BCA
934
Bay Colony Advisors
Massachusetts
-$637K -2 Closed
EB
935
Eastern Bank
Massachusetts
-$637K -2 Closed
HCM
936
Hoplite Capital Management
New York
-$637K -2 Closed
JAFL
937
Jay A. Fishman Ltd
Michigan
-$637K -2 Closed
SFG
938
Summit Financial Group
West Virginia
-$637K -2 Closed
AA
939
Apriem Advisors
California
-$318K -1 Closed
FA
940
FDx Advisors
Illinois
-$318K -1 Closed
KWA
941
KCS Wealth Advisory
California
-$318K -1 Closed
PIC
942
Portland Investment Counsel
Ontario, Canada
-$318K -1 Closed
PFS
943
Prospera Financial Services
Texas
-$323K -1 Closed
RCS
944
Retirement Capital Strategies
California
-$319K -1 Closed
SRIM
945
Saratoga Research & Investment Management
California
-$318K -1 Closed
UWPG
946
Ullmann Wealth Partners Group
Florida
-$318K -1 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.