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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
ATC
301
Argent Trust Co
Tennessee
$2.44M -$231K -1 -9%
WPW
302
Waldron Private Wealth
Pennsylvania
$2.44M -$231K -1 -9%
ANBT
303
American National Bank & Trust
Texas
$2.44M – – –
BBI
304
Baxter Bros Inc
Connecticut
$2.44M – – –
BF
305
BOK Financial
Oklahoma
$2.44M – – –
BFA
306
Bragg Financial Advisors
North Carolina
$2.44M – – –
CS
307
Central Securities
New York
$2.44M – – –
CK
308
Cohen Klingenstein
New York
$2.44M – – –
CIC
309
Crawford Investment Counsel
Georgia
$2.44M – – –
GC
310
Gruss & Co
Florida
$2.44M – – –
HB
311
Homrich & Berg
Georgia
$2.44M – – –
IIC
312
Ironwood Investment Counsel
Arizona
$2.44M – – –
LCOV
313
London Company of Virginia
Virginia
$2.44M – – –
MIM
314
Manitou Investment Management
Ontario, Canada
$2.44M – – –
OLA
315
Oliver Luxxe Assets
New Jersey
$2.44M – – –
SFFS
316
Stonehage Fleming Financial Services
Jersey
$2.44M – – –
TSW
317
Thompson Siegel & Walmsley
Virginia
$2.44M – – –
BSW
318
Buckingham Strategic Wealth
Missouri
$2.44M +$462K +2 +25%
SI
319
Stephens Inc
Arkansas
$2.44M +$462K +2 +25%
TAM
320
Taurus Asset Management
New York
$2.44M +$462K +2 +25%
CL
321
Choreo LLC
Illinois
$2.44M +$1.38M +6 +150%
AIP
322
ARS Investment Partners
New York
$2.44M +$2.31M +10 New
CIM
323
Courant Investment Management
Tennessee
$2.44M +$2.31M +10 New
WKWM
324
Walter & Keenan Wealth Management
Indiana
$2.44M +$46.2M +200 +25%
FFW
325
Fusion Family Wealth
New York
$2.43M +$2.31M +10 New
11 12
13
14 15

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.