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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

801 hedge funds and large institutions have $36.1B invested in Berkshire Hathaway Class A in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+29
Holders Change %
+3.76%
% of All Funds
20.06%
Holding in Top 10
85
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.33%
% of All Funds
2.13%
New
69
Increased
74
Reduced
113
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
+$182M
2
Invesco
Invesco
Georgia
+$130M
3
Capital World Investors
Capital World Investors
California
+$98.6M
4
US Bancorp
US Bancorp
Minnesota
+$70.8M
5
BIM
Bridges Investment Management
Nebraska
+$54.2M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
-$288M
2
BIM
Barton Investment Management
Pennsylvania
-$241M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$139M
4
CBOA
Commonwealth Bank of Australia
Australia
-$112M
5
TAM
Troy Asset Management
United Kingdom
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
276
Sterling Investment Management
Arizona
$2.93M -$2.68M -11 -48%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$2.93M -$1.46M -6 -33%
UIM
278
Underhill Investment Management
California
$2.93M – – –
TD Asset Management
279
TD Asset Management
Ontario, Canada
$2.93M – – –
EWM
280
Evercore Wealth Management
New York
$2.93M – – –
SW
281
SVB Wealth
Massachusetts
$2.93M – – –
NCM
282
Northside Capital Management
Oregon
$2.93M – – –
JIC
283
JRM Investment Counsel
Nebraska
$2.93M – – –
FNBT
284
FineMark National Bank & Trust
Florida
$2.93M +$732K +3 +33%
BTS
285
BB&T Securities
Virginia
$2.81M – – –
PAM
286
Peak Asset Management
Colorado
$2.69M -$244K -100 -8%
IA
287
IFP Advisors
Florida
$2.69M -$6.83M -28 -72%
ACA
288
Anchor Capital Advisors
Massachusetts
$2.69M – – –
KCP
289
Kenmare Capital Partners
New York
$2.69M – – –
RFS
290
Rockefeller Financial Services
New York
$2.69M – – –
CCA
291
Cobblestone Capital Advisors
New York
$2.69M – – –
IB
292
Intrust Bank
Kansas
$2.69M – – –
UR
293
USCA RIA
Texas
$2.69M – – –
SBWIC
294
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.69M +$244K +1 +10%
PIM
295
Perkins Investment Management
Illinois
$2.69M +$2.44M +10 +1,000%
WCM
296
Woodson Capital Management
Connecticut
$2.69M +$2.69M +11 New
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$1.95M +8 +267%
WIC
298
Woodmont Investment Counsel
Tennessee
$2.67M +$2.67M +16,374 New
RHBC
299
R.H. Bluestein & Co
Michigan
$2.44M -$488K -2 -17%
WPW
300
Waldron Private Wealth
Pennsylvania
$2.44M -$244K -1 -9%
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12
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