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Berkshire Hathaway Class A
BRK.A

803 hedge funds and large institutions have $36.1B invested in Berkshire Hathaway Class A in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 74 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 34

13% more funds holding in top 10

Funds holding in top 10: 75 → 85 (+10)

13% more capital invested

Capital invested by funds: $32B → $36.1B (+$4.16B)

4% more funds holding

Funds holding: 773 → 803 (+30)

1.33% less ownership

Funds ownership: 27.5% → 26.17% (-1.3%)

35% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 113

Holders
803
Holders Change
+30
Holders Change %
+3.88%
% of All Funds
20.07%
Holding in Top 10
85
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.33%
% of All Funds
2.13%
New
70
Increased
74
Reduced
113
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$6.55B
2
WIC
Woodmont Investment Counsel
Tennessee
+$3.78B
3
TI
Truepoint Inc
Ohio
+$316M
4
Wolverine Trading
Wolverine Trading
Illinois
+$172M
5
Invesco
Invesco
Georgia
+$123M

Top Sellers

Rank Fund Capital Flow
1
LS
Livforsakringsbolaget Skandia
Sweden
-$2.84B
2
RCG
Ruane, Cunniff & Goldfarb
New York
-$272M
3
BIM
Barton Investment Management
Pennsylvania
-$228M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$131M
5
TAM
Troy Asset Management
United Kingdom
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
251
Shufro Rose & Co
New York
$3.66M – – –
Credit Agricole
252
Credit Agricole
France
$3.66M +$462K +2 +15%
FNFDCM
253
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.46M – – –
CLOS
254
Compagnie Lombard Odier SCmA
Switzerland
$3.42M -$462K -2 -13%
AQR Capital Management
255
AQR Capital Management
Connecticut
$3.42M – – –
JWBC
256
John W. Bristol & Co
New York
$3.42M – – –
KJHP
257
K.J. Harrison & Partners
Ontario, Canada
$3.42M – – –
PNAA
258
Pictet North America Advisors
Switzerland
$3.42M – – –
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$3.42M – – –
SBIA
260
Sheaff Brock Investment Advisors
Indiana
$3.42M – – –
SWM
261
SVA Wealth Management
Wisconsin
$3.42M – – –
WCM
262
Wallace Capital Management
Texas
$3.42M – – –
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$3.42M – – –
MWM
264
Mascoma Wealth Management
New Hampshire
$3.42M +$3.23M +14 New
ONB
265
Old National Bancorp
Indiana
$3.42M -$5.77M -25 -64%
CB
266
Commerce Bank
Missouri
$3.42M -$692K -3 -18%
KFC
267
Klingenstein Fields & Co
New York
$3.42M – – –
AG
268
Advisor Group
Arizona
$3.42M +$231K +1 +8%
RCG
269
Ruggie Capital Group
Florida
$3.41M +$692K +3 +27%
HTC
270
Haverford Trust Company
Pennsylvania
$3.17M – – –
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
$3.17M – – –
MJRIC
272
Mogy Joel R Investment Counsel
California
$3.17M – – –
RW
273
Rand Wealth
Maryland
$3.17M – – –
SC
274
Schulhoff & Co
Ohio
$3.17M – – –
CAN
275
Cetera Advisor Networks
California
$3.17M -$462K -2 -13%
9 10
11
12 13

BRK.A Hedge Fund Activity: Q4 2016 in Review

803 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2016, worth a combined $36.1B — up 13% from $32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BRK.A positions and 34 closed out — a net gain of 36 holders — while 74 added to existing stakes and 113 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $6.55B. The largest seller was Livforsakringsbolaget Skandia, cutting an estimated $2.84B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2016, up from 773 in Q3 2016.
  • Funds reported $36.1B of Berkshire Hathaway Class A stock for Q4 2016, up 13% quarter-over-quarter.
  • 70 funds opened new Berkshire Hathaway Class A positions in Q4 2016 and 34 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2016 was Hirtle Callaghan & Co, an estimated $6.55B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2016 was Livforsakringsbolaget Skandia, an estimated $2.84B sold.

Based on aggregated 13F filings for Q4 2016.