Berkshire Hathaway Class A
BRK.A
948 hedge funds and large institutions have $37.7B invested in Berkshire Hathaway Class A in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 49 closing their positions.
29% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 49
6% more funds holding in top 10
Funds holding in top 10: 101 → 107 (+6)
0% more funds holding
Funds holding: 944 → 948 (+4)
2.48% less ownership
Funds ownership: 30.05% → 27.57% (-2.5%)
21% less capital invested
Capital invested by funds: $47.7B → $37.7B (-$10B)
28% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$781M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$716M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$101M |
| 4 |
SCM
Stellar Capital Management
Phoenix,
Arizona
|
+$63.1M |
| 5 |
WRM
Weybosset Research & Management
Province,
Rhode Island
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$5.87B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$661M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$414M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$242M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$226M |
BRK.A Hedge Fund Activity: Q1 2020 in Review
948 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2020, worth a combined $37.7B — down 21% from $47.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new BRK.A positions and 49 closed out — a net gain of 14 holders — while 107 added to existing stakes and 148 trimmed.
The largest buyer was Traphagen Investment Advisors, adding an estimated $781M. The largest seller was Chilton Investment Company, cutting an estimated $5.87B.
- 948 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2020, up from 944 in Q4 2019.
- Funds reported $37.7B of Berkshire Hathaway Class A stock for Q1 2020, down 21% quarter-over-quarter.
- 63 funds opened new Berkshire Hathaway Class A positions in Q1 2020 and 49 closed out, a net change of +14 holders.
- The largest Berkshire Hathaway Class A buyer in Q1 2020 was Traphagen Investment Advisors, an estimated $781M added.
- The largest Berkshire Hathaway Class A seller in Q1 2020 was Chilton Investment Company, an estimated $5.87B sold.
Based on aggregated 13F filings for Q1 2020.