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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
VIP
76
Vantage Investment Partners
Missouri
$51.2M – – –
PFO
77
Pathstone Family Office
New Jersey
$50.9M -$303K -1 -0.6%
UBS AM
78
UBS AM
Illinois
$49.1M +$1.51M +5 +3%
TU
79
TDAM USA
Ontario, Canada
$45.8M – – –
CAM
80
Chou Associates Management
Ontario, Canada
$45.1M – – –
PPA
81
Parametric Portfolio Associates
Washington
$44.6M +$303K +1 +0.7%
SF
82
Synovus Financial
Georgia
$44.3M – – –
BO
83
BRR OpCo
Ohio
$42.8M +$43M +142 New
RJA
84
Raymond James & Associates
Florida
$39.5M -$1.21M -4 -3%
WDL
85
Well Done LLC
Michigan
$38.6M – – –
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$38.3M +$1.82M +6 +5%
SBWM
87
Sunflower Bank Wealth Management
Arizona
$37.4M – – –
DAM
88
Davis Asset Management
California
$36.1M – – –
OCAM
89
Onex Canada Asset Management
Ontario, Canada
$35.8M -$303K -1 -0.8%
EU
90
Emory University
Georgia
$35.2M – – –
SOMRS
91
State of Michigan Retirement System
Michigan
$34.9M – – –
FTIOP
92
Fiduciary Trust International of Pennsylvania
Pennsylvania
$34.9M +$33.5B +110,648 +263,448%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$34.6M -$13.9M -46 -29%
GAI
94
General American Investors
New York
$33.1M – – –
Goldman Sachs
95
Goldman Sachs
New York
$31.9M – – –
DADC
96
D.A. Davidson & Co
Montana
$30.8M -$303K -1 -1%
ZIG
97
Zurich Insurance Group
Switzerland
$29.2M – – –
CCM
98
Check Capital Management
California
$28.9M -$15.1M -50 -34%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$28.6M – – –
DWA
100
Douglass Winthrop Advisors
New York
$28M +$606K +2 +2%
2 3
4
5 6

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.