Berkshire Hathaway Class A
BRK.A
935 hedge funds and large institutions have $35.8B invested in Berkshire Hathaway Class A in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 40 closing their positions.
16% more capital invested
Capital invested by funds: $30.9B → $35.8B (+$4.97B)
1% more funds holding in top 10
Funds holding in top 10: 93 → 94 (+1)
1% less funds holding
Funds holding: 944 → 935 (-9)
5% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 40
3.27% less ownership
Funds ownership: 25.9% → 22.63% (-3.3%)
43% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$813M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$217M |
| 3 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
+$97.9M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$61.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$3.27B |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$1.93B |
| 3 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
-$392M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$345M |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$304M |
BRK.A Hedge Fund Activity: Q3 2020 in Review
935 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2020, worth a combined $35.8B — up 16% from $30.9B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of BRK.A and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 82 added.
The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $813M. The largest seller was Traphagen Investment Advisors, cutting an estimated $3.27B.
- 935 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2020, down from 944 in Q2 2020.
- Funds reported $35.8B of Berkshire Hathaway Class A stock for Q3 2020, up 16% quarter-over-quarter.
- 38 funds opened new Berkshire Hathaway Class A positions in Q3 2020 and 40 closed out, a net change of -2 holders.
- The largest Berkshire Hathaway Class A buyer in Q3 2020 was B. Riley Wealth Management, an estimated $813M added.
- The largest Berkshire Hathaway Class A seller in Q3 2020 was Traphagen Investment Advisors, an estimated $3.27B sold.
Based on aggregated 13F filings for Q3 2020.