Berkshire Hathaway Class A
BRK.A
915 hedge funds and large institutions have $44.2B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 97 increasing their positions, 125 reducing their positions, and 34 closing their positions.
132% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 34
10% more funds holding in top 10
Funds holding in top 10: 105 → 115 (+10)
4% more funds holding
Funds holding: 877 → 915 (+38)
7.1% less ownership
Funds ownership: 29.93% → 22.83% (-7.1%)
13% less capital invested
Capital invested by funds: $51.1B → $44.2B (-$6.89B)
22% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$157M |
| 2 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
+$157M |
| 3 |
RHFI
Reilly Herbert Faulkner III
|
+$155M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$100M |
| 5 |
GIM
Greylin Investment Management
Orange,
Virginia
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$15.7B |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$859M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$186M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$178M |
| 5 |
IVA
International Value Advisers
|
-$160M |
BRK.A Hedge Fund Activity: Q4 2018 in Review
915 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2018, worth a combined $44.2B — down 13% from $51.1B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new BRK.A positions and 34 closed out — a net gain of 45 holders — while 97 added to existing stakes and 125 trimmed.
The largest buyer was Alliance Wealth Management Group, opening a new position worth an estimated $157M. The largest seller was Garner Asset Management Corp, cutting an estimated $15.7B.
- 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2018, up from 877 in Q3 2018.
- Funds reported $44.2B of Berkshire Hathaway Class A stock for Q4 2018, down 13% quarter-over-quarter.
- 79 funds opened new Berkshire Hathaway Class A positions in Q4 2018 and 34 closed out, a net change of +45 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2018 was Alliance Wealth Management Group, an estimated $157M added.
- The largest Berkshire Hathaway Class A seller in Q4 2018 was Garner Asset Management Corp, an estimated $15.7B sold.
Based on aggregated 13F filings for Q4 2018.