Berkshire Hathaway Class A
BRK.A
993 hedge funds and large institutions have $38.6B invested in Berkshire Hathaway Class A in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 32 closing their positions.
209% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 32
8% more capital invested
Capital invested by funds: $35.8B → $38.6B (+$2.7B)
7.35% more ownership
Funds ownership: 22.63% → 29.98% (+7.3%)
6% more funds holding in top 10
Funds holding in top 10: 94 → 100 (+6)
6% more funds holding
Funds holding: 935 → 993 (+58)
45% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sycale Advisors
New York
|
+$12.7B |
| 2 |
BO
BRR OpCo
Columbus,
Ohio
|
+$4.76B |
| 3 |
GIM
Guardian Investment Management
Tiburon,
California
|
+$4B |
| 4 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
+$1.25B |
| 5 |
BIM
Barton Investment Management
West Conshohocken,
Pennsylvania
|
+$331M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
-$7.63B |
| 2 |
First Manhattan
New York
|
-$332M |
| 3 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$106M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$89.6M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$66.2M |
BRK.A Hedge Fund Activity: Q4 2020 in Review
993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2020, worth a combined $38.6B — up 7.5% from $35.8B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new BRK.A positions and 32 closed out — a net gain of 67 holders — while 82 added to existing stakes and 149 trimmed.
The largest buyer was Sycale Advisors, opening a new position worth an estimated $12.7B. The largest seller was HighPoint Advisor Group, cutting an estimated $7.63B.
- 993 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2020, up from 935 in Q3 2020.
- Funds reported $38.6B of Berkshire Hathaway Class A stock for Q4 2020, up 7.5% quarter-over-quarter.
- 99 funds opened new Berkshire Hathaway Class A positions in Q4 2020 and 32 closed out, a net change of +67 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2020 was Sycale Advisors, an estimated $12.7B added.
- The largest Berkshire Hathaway Class A seller in Q4 2020 was HighPoint Advisor Group, an estimated $7.63B sold.
Based on aggregated 13F filings for Q4 2020.