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Berkshire Hathaway Class A

803 hedge funds and large institutions have $36.4B invested in Berkshire Hathaway Class A in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.27% more ownership

Funds ownership: 35.27%56.54% (+21%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $35.7B → $36.4B (+$687M)

1% less funds holding

Funds holding: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
803
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
20.01%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
2.07%
New
32
Increased
80
Reduced
108
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
251
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.82M
CB
252
Commerce Bank
Missouri
$3.82M +$250K +1 +7%
RCG
253
Ruggie Capital Group
Florida
$3.57M -$250K -1 -7%
BAC
254
Boys Arnold & Co
North Carolina
$3.57M -$999K -4 -22%
AQR Capital Management
255
AQR Capital Management
Connecticut
$3.57M
AZA
256
Arthur Zaske & Associates
Michigan
$3.57M
KJHP
257
K.J. Harrison & Partners
Ontario, Canada
$3.57M
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$3.57M
MWM
259
Mascoma Wealth Management
New Hampshire
$3.57M
SBIA
260
Sheaff Brock Investment Advisors
Indiana
$3.57M
SWM
261
SVA Wealth Management
Wisconsin
$3.57M
WCM
262
Wallace Capital Management
Texas
$3.57M
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$3.57M
CCA
264
Cobblestone Capital Advisors
New York
$3.57M +$749K +3 +27%
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
$3.56M -$250K -1 -7%
HTC
266
Haverford Trust Company
Pennsylvania
$3.31M
HK
267
Horizon Kinetics
New York
$3.31M -$3.75M -15 -54%
AC
268
Avenir Corporation
Virginia
$3.31M
BF
269
BOK Financial
Oklahoma
$3.31M
KFC
270
Klingenstein Fields & Co
New York
$3.31M
MJRIC
271
Mogy Joel R Investment Counsel
California
$3.31M
ONB
272
Old National Bancorp
Indiana
$3.31M
SIC
273
Salem Investment Counselors
North Carolina
$3.31M
SC
274
Schulhoff & Co
Ohio
$3.31M
Squarepoint
275
Squarepoint
New York
$3.31M +$3.25M +13 New

BRK.A Hedge Fund Activity: Q2 2017 in Review

803 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2017, worth a combined $36.4B — up 1.9% from $35.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 30 closed out — a net gain of 2 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Norris Perne & French, adding an estimated $61.2B. The largest seller was MML Investors Services, cutting an estimated $19.5B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2017, down from 809 in Q1 2017.
  • Funds reported $36.4B of Berkshire Hathaway Class A stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 32 funds opened new Berkshire Hathaway Class A positions in Q2 2017 and 30 closed out, a net change of +2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2017 was Norris Perne & French, an estimated $61.2B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2017 was MML Investors Services, an estimated $19.5B sold.

Based on aggregated 13F filings for Q2 2017.