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Berkshire Hathaway Class A
BRK.A

809 hedge funds and large institutions have $35.7B invested in Berkshire Hathaway Class A in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 140 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

9.1% more ownership

Funds ownership: 26.17% → 35.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 85 → 88 (+3)

1% more funds holding

Funds holding: 803 → 809 (+6)

1% less capital invested

Capital invested by funds: $36.1B → $35.7B (-$367M)

47% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 140

Holders
809
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
20.14%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
2.19%
New
41
Increased
74
Reduced
140
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$19.6B
2
CAM
Columbia Asset Management
Michigan
+$7.62B
3
SCM
Stonebridge Capital Management
California
+$2.25B
4
BlackRock
BlackRock
New York
+$550M
5
Norges Bank
Norges Bank
Norway
+$79.5M

Top Sellers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$7.12B
2
Capital World Investors
Capital World Investors
California
-$846M
3
TI
Truepoint Inc
Ohio
-$339M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$175M
5
Wolverine Trading
Wolverine Trading
Illinois
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
276
BOK Financial
Oklahoma
$3.25M +$753K +3 +30%
CAN
277
Cetera Advisor Networks
California
$3M -$251K -1 -8%
JWBC
278
John W. Bristol & Co
New York
$3M -$502K -2 -14%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$3M -$251K -1 -8%
BIM
280
Barton Investment Management
Pennsylvania
$3M – – –
EWM
281
Evercore Wealth Management
New York
$3M – – –
FNBT
282
FineMark National Bank & Trust
Florida
$3M – – –
JIC
283
JRM Investment Counsel
Nebraska
$3M – – –
NCM
284
Northside Capital Management
Oregon
$3M – – –
SW
285
SVB Wealth
Massachusetts
$3M – – –
TD Asset Management
286
TD Asset Management
Ontario, Canada
$3M – – –
UIM
287
Underhill Investment Management
California
$3M – – –
GWM
288
Geneos Wealth Management
Colorado
$3M +$753K +3 +33%
WPW
289
Waldron Private Wealth
Pennsylvania
$2.95M +$502K +2 +20%
RFS
290
Rockefeller Financial Services
New York
$2.75M – – –
PPA
291
Parametric Portfolio Associates
Washington
$2.75M -$1M -4 -27%
ACA
292
Anchor Capital Advisors
Massachusetts
$2.75M – – –
CCA
293
Cobblestone Capital Advisors
New York
$2.75M – – –
IB
294
Intrust Bank
Kansas
$2.75M – – –
KCP
295
Kenmare Capital Partners
New York
$2.75M – – –
PAM
296
Peak Asset Management
Colorado
$2.75M – – –
PIM
297
Perkins Investment Management
Illinois
$2.75M – – –
SBWIC
298
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.75M – – –
UR
299
USCA RIA
Texas
$2.75M – – –
CL
300
Choreo LLC
Illinois
$2.75M +$251K +1 +10%
10 11
12
13 14

BRK.A Hedge Fund Activity: Q1 2017 in Review

809 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2017, worth a combined $35.7B — down 1% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 25 closed out — a net gain of 16 holders — while 74 added to existing stakes and 140 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $19.6B. The largest seller was Hirtle Callaghan & Co, cutting an estimated $7.12B.

  • 809 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2017, up from 803 in Q4 2016.
  • Funds reported $35.7B of Berkshire Hathaway Class A stock for Q1 2017, down 1% quarter-over-quarter.
  • 41 funds opened new Berkshire Hathaway Class A positions in Q1 2017 and 25 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2017 was MML Investors Services, an estimated $19.6B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2017 was Hirtle Callaghan & Co, an estimated $7.12B sold.

Based on aggregated 13F filings for Q1 2017.