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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
BIM
276
Barton Investment Management
Pennsylvania
$2.93M -$228M -988 -99%
SIM
277
Sterling Investment Management
Arizona
$2.93M -$2.54M -11 -48%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$2.93M -$1.38M -6 -33%
EWM
279
Evercore Wealth Management
New York
$2.93M – – –
JIC
280
JRM Investment Counsel
Nebraska
$2.93M – – –
NCM
281
Northside Capital Management
Oregon
$2.93M – – –
SW
282
SVB Wealth
Massachusetts
$2.93M – – –
TD Asset Management
283
TD Asset Management
Ontario, Canada
$2.93M – – –
UIM
284
Underhill Investment Management
California
$2.93M – – –
FNBT
285
FineMark National Bank & Trust
Florida
$2.93M +$692K +3 +33%
BTS
286
BB&T Securities
Virginia
$2.81M – – –
PAM
287
Peak Asset Management
Colorado
$2.69M -$23.1M -100 -8%
IA
288
IFP Advisors
Florida
$2.69M -$6.46M -28 -72%
ACA
289
Anchor Capital Advisors
Massachusetts
$2.69M – – –
CCA
290
Cobblestone Capital Advisors
New York
$2.69M – – –
IB
291
Intrust Bank
Kansas
$2.69M – – –
KCP
292
Kenmare Capital Partners
New York
$2.69M – – –
RFS
293
Rockefeller Financial Services
New York
$2.69M – – –
UR
294
USCA RIA
Texas
$2.69M – – –
SBWIC
295
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.69M +$231K +1 +10%
PIM
296
Perkins Investment Management
Illinois
$2.69M +$2.31M +10 +1,000%
WCM
297
Woodson Capital Management
Connecticut
$2.69M +$2.54M +11 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$1.85M +8 +267%
WIC
299
Woodmont Investment Counsel
Tennessee
$2.67M +$3.78B +16,374 New
RHBC
300
R.H. Bluestein & Co
Michigan
$2.44M -$462K -2 -17%
10 11
12
13 14

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.