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Berkshire Hathaway Class A
BRK.A

773 hedge funds and large institutions have $32B invested in Berkshire Hathaway Class A in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

7.83% more ownership

Funds ownership: 19.67% → 27.5% (+7.8%)

1% more funds holding in top 10

Funds holding in top 10: 74 → 75 (+1)

2% more capital invested

Capital invested by funds: $31.5B → $32B (+$488M)

1% less funds holding

Funds holding: 780 → 773 (-7)

32% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 102

Holders
773
Holders Change
-7
Holders Change %
-0.9%
% of All Funds
20.62%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2%
New
39
Increased
69
Reduced
102
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Columbia Asset Management
Michigan
+$6.64B
2
LS
Livforsakringsbolaget Skandia
Sweden
+$2.7B
3
LC
Lourd Capital
California
+$519M
4
SRP
Saddle Road Partners
Nebraska
+$304M
5
Capital World Investors
Capital World Investors
California
+$266M

Top Sellers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
-$204M
2
VF
Virtu Financial
New York
-$70.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.1M
4
IVA
International Value Advisers
-$26.1M
5
BBHC
Brown Brothers Harriman & Co
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WealthPLAN Partners
Nebraska
$4.08M -$4.39M -20 -51%
AAM
227
AR Asset Management
California
$3.89M – – –
CAM
228
Carret Asset Management
New York
$3.89M – – –
CIC
229
Chilton Investment Company
Connecticut
$3.89M – – –
CIBC World Market
230
CIBC World Market
Ontario, Canada
$3.89M – – –
NRS
231
Neville Rodie & Shaw
New York
$3.89M – – –
FFA
232
First Foundation Advisors
California
$3.68M -$439K -2 -11%
AC
233
Avenir Corporation
Virginia
$3.68M -$219K -1 -6%
CB
234
Commerce Bank
Missouri
$3.68M -$219K -1 -6%
BG
235
Bahl & Gaynor
Ohio
$3.68M – – –
ACM
236
Alta Capital Management
Utah
$3.67M – – –
GD
237
Grandfield & Dodd
New York
$3.48M +$877K +4 +17%
ACP
238
Aviance Capital Partners
Florida
$3.46M – – –
PCI
239
Pacifica Capital Investments
Texas
$3.46M – – –
BA
240
Birinyi Associates
Connecticut
$3.46M +$439K +2 +14%
SNBOSCI
241
Security National Bank of Sioux City Iowa
Iowa
$3.46M +$1.32M +6 +60%
VC
242
Vicus Capital
Pennsylvania
$3.46M +$3.51M +16 New
Bessemer Group
243
Bessemer Group
New Jersey
$3.46M -$1.1M -5 -24%
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
$3.46M – – –
MIM
245
Midwest Investment Management
Ohio
$3.46M – – –
FNFDCM
246
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.46M – – –
SRC
247
Shufro Rose & Co
New York
$3.24M -$219K -1 -6%
CAN
248
Cetera Advisor Networks
California
$3.24M – – –
GW
249
GW & Wade
Massachusetts
$3.24M – – –
PCM
250
Palisade Capital Management
New Jersey
$3.24M – – –
8 9
10
11 12

BRK.A Hedge Fund Activity: Q3 2016 in Review

773 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2016, worth a combined $32B — up 1.6% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BRK.A positions and 35 closed out — a net gain of 4 holders — while 69 added to existing stakes and 102 trimmed.

The largest buyer was Columbia Asset Management, opening a new position worth an estimated $6.64B. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $204M.

  • 773 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2016, down from 780 in Q2 2016.
  • Funds reported $32B of Berkshire Hathaway Class A stock for Q3 2016, up 1.6% quarter-over-quarter.
  • 39 funds opened new Berkshire Hathaway Class A positions in Q3 2016 and 35 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2016 was Columbia Asset Management, an estimated $6.64B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2016 was Ruane, Cunniff & Goldfarb, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2016.