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Berkshire Hathaway Class A
BRK.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: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
151
Pittenger & Anderson Inc
Nebraska
$13.1M – – –
SAA
152
Southeast Asset Advisors
Georgia
$13.1M – – –
AG
153
Aperio Group
California
$13.1M +$1.55M +5 +14%
FTIOP
154
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.8M -$309K -1 -2%
AO
155
Allen Operations
New York
$12.8M – – –
Comerica Bank
156
Comerica Bank
Texas
$12.6M – – –
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.5M -$1.24M -4 -9%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$12.5M – – –
HIC
159
Harvey Investment Company
Kentucky
$12.5M – – –
SBWM
160
Sunflower Bank Wealth Management
Arizona
$12.5M – – –
AI
161
Atom Investors
Texas
$12.5M +$2.79M +9 +29%
CS
162
Central Securities
New York
$12.5M +$3.09M +10 +33%
Eagle Capital Management (New York)
163
Eagle Capital Management (New York)
New York
$12.2M – – –
SJL
164
Shayne & Jacobs LLC
Tennessee
$11.8M – – –
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$11.5M -$928K -3 -8%
AQR Capital Management
166
AQR Capital Management
Connecticut
$11.5M – – –
ESBC
167
E.S. Barr & Co
Kentucky
$11.5M – – –
WJWM
168
Williams Jones Wealth Management
New York
$11.5M +$11.4M +37 New
CAG
169
Crestwood Advisors Group
Massachusetts
$11.2M – – –
KBC Group
170
KBC Group
Belgium
$11.2M – – –
SC
171
Saybrook Capital
North Carolina
$11.2M – – –
SRC
172
Shufro Rose & Co
New York
$11.2M – – –
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.2M – – –
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$11.2M +$928K +3 +9%
BM
175
Bislett Management
California
$10.9M – – –
5 6
7
8 9

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.