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Berkshire Hathaway Class A
BRK.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: 809 → 803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 88 → 83 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
+$61.2B
2
Cerity Partners
Cerity Partners
New York
+$867M
3
SBL
Sargent Bickham Lagudis
Colorado
+$399M
4
Capital World Investors
Capital World Investors
California
+$282M
5
Norges Bank
Norges Bank
Norway
+$235M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$19.5B
2
SCM
Stonebridge Capital Management
California
-$2.24B
3
BlackRock
BlackRock
New York
-$220M
4
DZ Bank
DZ Bank
Germany
-$124M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IFP Advisors
Florida
$2.8M +$250K +1 +10%
CPSAC
302
Chas P. Smith & Associates (CPS)
Florida
$2.8M +$499K +2 +22%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$2.8M -$499K -2 -15%
RFS
304
Rockefeller Financial Services
New York
$2.8M – – –
Wolverine Trading
305
Wolverine Trading
Illinois
$2.79M -$40.7M -163 -94%
TI
306
Truepoint Inc
Ohio
$2.67M -$2.5M -10 -50%
SDIC
307
South Dakota Investment Council
South Dakota
$2.55M -$5.74M -23 -70%
SI
308
Stephens Inc
Arkansas
$2.55M -$250K -1 -9%
ANBT
309
American National Bank & Trust
Texas
$2.55M – – –
AG
310
Aperio Group
California
$2.55M – – –
ATC
311
Argent Trust Co
Tennessee
$2.55M – – –
AIP
312
ARS Investment Partners
New York
$2.55M – – –
BBI
313
Baxter Bros Inc
Connecticut
$2.55M – – –
CS
314
Central Securities
New York
$2.55M – – –
CK
315
Cohen Klingenstein
New York
$2.55M – – –
CIM
316
Courant Investment Management
Tennessee
$2.55M – – –
CIC
317
Crawford Investment Counsel
Georgia
$2.55M – – –
FFW
318
Fusion Family Wealth
New York
$2.55M – – –
GC
319
Gruss & Co
Florida
$2.55M – – –
HB
320
Homrich & Berg
Georgia
$2.55M – – –
IIC
321
Ironwood Investment Counsel
Arizona
$2.55M – – –
LCOV
322
London Company of Virginia
Virginia
$2.55M – – –
MPI
323
Mairs & Power Inc
Minnesota
$2.55M – – –
MIM
324
Manitou Investment Management
Ontario, Canada
$2.55M – – –
OLA
325
Oliver Luxxe Assets
New Jersey
$2.55M – – –
11 12
13
14 15

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.