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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
UBS AM
76
UBS AM
Illinois
$53.8M +$1.87M +6 +4%
VIP
77
Vantage Investment Partners
Missouri
$52.8M -$1.24M -4 -2%
TU
78
TDAM USA
Ontario, Canada
$48.4M – – –
CAM
79
Chou Associates Management
Ontario, Canada
$47.8M – – –
SF
80
Synovus Financial
Georgia
$46.8M – – –
Renaissance Technologies
81
Renaissance Technologies
New York
$46.5M +$20.8M +67 +85%
BO
82
BRR OpCo
Ohio
$45.8M +$4.43B +14,258 +10,041%
RJA
83
Raymond James & Associates
Florida
$43.9M +$2.18M +7 +5%
WDL
84
Well Done LLC
Michigan
$40.4M -$311K -1 -0.8%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$40.4M – – –
DAM
86
Davis Asset Management
California
$38.2M – – –
OCAM
87
Onex Canada Asset Management
Ontario, Canada
$37.9M – – –
EU
88
Emory University
Georgia
$37.2M – – –
SOMRS
89
State of Michigan Retirement System
Michigan
$36.9M – – –
Baird Financial Group
90
Baird Financial Group
Wisconsin
$35.7M +$7.77M +25 +29%
GAI
91
General American Investors
New York
$35M – – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$33.4M -$3.11M -10 -9%
DWA
93
Douglass Winthrop Advisors
New York
$32.5M +$2.8M +9 +10%
DADC
94
D.A. Davidson & Co
Montana
$30.9M -$1.24M -4 -4%
ZIG
95
Zurich Insurance Group
Switzerland
$30.9M – – –
CCM
96
Check Capital Management
California
$30.2M -$311K -1 -1%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$30.2M – – –
SB
98
Suntrust Banks
Georgia
$29.6M – – –
NO
99
Ninety One
South Africa
$29M – – –
Canada Life
100
Canada Life
Manitoba, Canada
$28M +$27.4M +88 New
2 3
4
5 6

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.