Berkshire Hathaway Class A
BRK.A
866 hedge funds and large institutions have $40.2B invested in Berkshire Hathaway Class A in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.
1% less funds holding
Funds holding: 873 → 866 (-7)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
1.72% less ownership
Funds ownership: 23.98% → 22.26% (-1.7%)
5% less capital invested
Capital invested by funds: $42.5B → $40.2B (-$2.31B)
11% less funds holding in top 10
Funds holding in top 10: 99 → 88 (-11)
33% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$531M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$335M |
| 3 |
PGIM
Pacific Global Investment Management
Glendale,
California
|
+$261M |
| 4 |
SIM
Sadoff Investment Management
Milwaukee,
Wisconsin
|
+$205M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$786M |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$290M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$128M |
| 4 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$100M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$93.1M |
BRK.A Hedge Fund Activity: Q2 2018 in Review
866 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2018, worth a combined $40.2B — down 5.4% from $42.5B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BRK.A and 35 opened new positions — a net loss of 2 holders — while 113 trimmed existing stakes and 76 added.
The largest buyer was Capital World Investors, adding an estimated $531M. The largest seller was Truepoint Inc, cutting an estimated $786M.
- 866 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2018, down from 873 in Q1 2018.
- Funds reported $40.2B of Berkshire Hathaway Class A stock for Q2 2018, down 5.4% quarter-over-quarter.
- 35 funds opened new Berkshire Hathaway Class A positions in Q2 2018 and 37 closed out, a net change of -2 holders.
- The largest Berkshire Hathaway Class A buyer in Q2 2018 was Capital World Investors, an estimated $531M added.
- The largest Berkshire Hathaway Class A seller in Q2 2018 was Truepoint Inc, an estimated $786M sold.
Based on aggregated 13F filings for Q2 2018.