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, 96 increasing their positions, 122 reducing their positions, and 28 closing their positions.
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)
3.09% more ownership
Funds ownership: 23.01% → 26.1% (+3.1%)
0% more funds holding
Funds holding: 917 → 918 (+1)
1% less capital invested
Capital invested by funds: $44.4B → $43.9B (-$498M)
21% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$2.74B |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$1.88B |
| 3 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$1.21B |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$653M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$371M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHIM
MacNealy Hoover Investment Management
Canton,
Ohio
|
-$248M |
| 2 |
PWLP
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
-$92.2M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$54.2M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$33.1M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$30.2M |
BRK.A Hedge Fund Activity: Q3 2019 in Review
918 of the 4,574 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 1.1% from $44.4B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 96 added to existing stakes and 122 trimmed.
The largest buyer was Traphagen Investment Advisors, adding an estimated $2.74B. The largest seller was MacNealy Hoover Investment Management, cutting an estimated $248M.
- 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 1.1% 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 Traphagen Investment Advisors, an estimated $2.74B added.
- The largest Berkshire Hathaway Class A seller in Q3 2019 was MacNealy Hoover Investment Management, an estimated $248M sold.
Based on aggregated 13F filings for Q3 2019.