Berkshire Hathaway Class A
BRK.A
915 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | 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: 878 → 915 (+37)
14% less capital invested
Capital invested by funds: $51.1B → $44.1B (-$6.94B)
23% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 126
632.4% less ownership
Funds ownership: 660.17% → 27.77% (-632%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$1.22B |
| 2 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
+$1.04B |
| 3 |
IA
Independence Advisors
Wayne,
Pennsylvania
|
+$700M |
| 4 |
PK
Pflug Koory
Omaha,
Nebraska
|
+$689M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$176B |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$16.7B |
| 3 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$15.7B |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$859M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$186M |
BRK.A Hedge Fund Activity: Q4 2018 in Review
915 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2018, worth a combined $44.1B — down 14% from $51.1B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BRK.A positions and 34 closed out — a net gain of 44 holders — while 97 added to existing stakes and 126 trimmed.
The largest buyer was HighPoint Advisor Group, adding an estimated $1.22B. The largest seller was Cornerstone Wealth Management, cutting an estimated $176B.
- 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2018, up from 878 in Q3 2018.
- Funds reported $44.1B of Berkshire Hathaway Class A stock for Q4 2018, down 14% quarter-over-quarter.
- 78 funds opened new Berkshire Hathaway Class A positions in Q4 2018 and 34 closed out, a net change of +44 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2018 was HighPoint Advisor Group, an estimated $1.22B added.
- The largest Berkshire Hathaway Class A seller in Q4 2018 was Cornerstone Wealth Management, an estimated $176B sold.
Based on aggregated 13F filings for Q4 2018.