Berkshire Hathaway Class A
BRK.A
944 hedge funds and large institutions have $47.7B invested in Berkshire Hathaway Class A in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 35 closing their positions.
103% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 35
9% more capital invested
Capital invested by funds: $43.9B → $47.7B (+$3.75B)
3.95% more ownership
Funds ownership: 26.1% → 30.05% (+4%)
3% more funds holding
Funds holding: 918 → 944 (+26)
2% less funds holding in top 10
Funds holding in top 10: 103 → 101 (-2)
28% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$7.87B |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$6B |
| 3 |
First Manhattan
New York
|
+$473M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$292M |
| 5 |
BIM
Barton Investment Management
West Conshohocken,
Pennsylvania
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$1.97B |
| 2 |
FMC
First Merchants Corp
Muncie,
Indiana
|
-$1.28B |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$752M |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$322M |
| 5 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
-$290M |
BRK.A Hedge Fund Activity: Q4 2019 in Review
944 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2019, worth a combined $47.7B — up 8.5% from $43.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new BRK.A positions and 35 closed out — a net gain of 36 holders — while 100 added to existing stakes and 139 trimmed.
The largest buyer was HighPoint Advisor Group, adding an estimated $7.87B. The largest seller was Donaldson Capital Management, cutting an estimated $1.97B.
- 944 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2019, up from 918 in Q3 2019.
- Funds reported $47.7B of Berkshire Hathaway Class A stock for Q4 2019, up 8.5% quarter-over-quarter.
- 71 funds opened new Berkshire Hathaway Class A positions in Q4 2019 and 35 closed out, a net change of +36 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2019 was HighPoint Advisor Group, an estimated $7.87B added.
- The largest Berkshire Hathaway Class A seller in Q4 2019 was Donaldson Capital Management, an estimated $1.97B sold.
Based on aggregated 13F filings for Q4 2019.