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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
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$7.64M – – –
AP
202
Arlington Partners
Alabama
$7.64M +$7.15M +23 +2,300%
TYCC
203
Texas Yale Capital Corp
Florida
$7.32M -$7.15M -23 -50%
TAM
204
Tocqueville Asset Management
New York
$7.32M – – –
PC
205
Pecaut & Co
Iowa
$7.32M +$311K +1 +5%
AUB
206
Atlantic Union Bankshares
Virginia
$7.32M +$7.15M +23 New
WIC
207
Whitegate Investment Counselors
New Hampshire
$7.32M +$715M +2,300 New
CTC
208
Central Trust Company
Missouri
$7.04M – – –
CIC
209
Carnegie Investment Counsel
Ohio
$7M -$933K -3 -12%
ACM
210
Ashford Capital Management
Delaware
$7M – – –
BA
211
Birinyi Associates
Connecticut
$7M – – –
ESB
212
Essex Savings Bank
Connecticut
$7M – – –
GD
213
Grandfield & Dodd
New York
$7M – – –
PK
214
Pflug Koory
Nebraska
$7M – – –
GLLW
215
Graves Light Lenhart Wealth
Virginia
$6.69M – – –
AFIA
216
America First Investment Advisors
Nebraska
$6.68M -$2.18M -7 -25%
BPC
217
Banque Pictet & Cie
Switzerland
$6.68M – – –
LA
218
LexAurum Advisors
Kansas
$6.68M – – –
ASA
219
Armstrong Shaw Associates
Connecticut
$6.37M – – –
BEAM
220
Baker Ellis Asset Management
Washington
$6.37M – – –
CC
221
Cannell Capital
Wyoming
$6.37M – – –
CIA
222
Choate Investment Advisors
Massachusetts
$6.37M – – –
ISL
223
Ingalls & Snyder LLC
New York
$6.37M – – –
SFFS
224
Stonehage Fleming Financial Services
Jersey
$6.37M +$3.11M +10 +100%
T. Rowe Price Associates
225
T. Rowe Price Associates
Maryland
$6.05M -$311K -1 -5%
7 8
9
10 11

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.