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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
SIM
326
Sterling Investment Management
Arizona
$2.25M -$753K -3 -25%
CPSAC
327
Chas P. Smith & Associates (CPS)
Florida
$2.25M – – –
CIS
328
Connors Investor Services
Pennsylvania
$2.25M – – –
MWAC
329
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.25M – – –
PGIM
330
Pacific Global Investment Management
California
$2.25M – – –
PL
331
Parthenon LLC
Kentucky
$2.25M – – –
Truist Financial
332
Truist Financial
North Carolina
$2.25M – – –
UCFA
333
United Capital Financial Advisors
Texas
$2.25M – – –
FMBTD
334
First Midwest Bank Trust Division
Illinois
$2.25M +$251K +1 +13%
RWA
335
Ropes Wealth Advisors
Massachusetts
$2.25M +$251K +1 +13%
Chevy Chase Trust
336
Chevy Chase Trust
Maryland
$2.25M +$502K +2 +29%
IIC
337
Ironwood Investment Counsel
Arizona
$2.17M – – –
AL
338
Aspiriant LLC
California
$2M -$124M -495 -98%
SEI Investments
339
SEI Investments
Pennsylvania
$2M -$74M -295 -97%
CLOS
340
Compagnie Lombard Odier SCmA
Switzerland
$2M -$1.51M -6 -43%
TSW
341
Thompson Siegel & Walmsley
Virginia
$2M -$502K -2 -20%
CBA
342
Coastal Bridge Advisors
Connecticut
$2M -$251K -1 -11%
FPCM
343
Financial Partners Capital Management
New York
$2M -$251K -1 -11%
CCM
344
Compass Capital Management
Minnesota
$2M – – –
ERIM
345
Eagle Ridge Investment Management
Connecticut
$2M – – –
FSCM
346
Front Street Capital Management
Montana
$2M – – –
GJIC
347
Gamble Jones Investment Counsel
California
$2M – – –
MGIA
348
Moneta Group Investment Advisors
Missouri
$2M – – –
NA
349
Nottingham Advisors
New York
$2M – – –
RMC
350
Regis Management Company
California
$2M – – –
12 13
14
15 16

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.