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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
RMC
351
Regis Management Company
California
$1.95M – – –
SG Americas Securities
352
SG Americas Securities
New York
$1.95M – – –
SB
353
Simmons Bank
Arkansas
$1.95M – – –
SYBT
354
Stock Yards Bank & Trust
Kentucky
$1.95M – – –
RWA
355
Ropes Wealth Advisors
Massachusetts
$1.95M +$923K +4 +100%
GT
356
Glenview Trust
Kentucky
$1.95M +$1.85M +8 New
NFM
357
North Forty Management
Washington
$1.95M +$1.85M +8 New
KFA
358
Kelleher Financial Advisors
New York
$1.95M – – –
FSCM
359
Front Street Capital Management
Montana
$1.73M – – –
ECAM
360
East Coast Asset Management
Massachusetts
$1.71M -$923K -4 -36%
NCM
361
Narwhal Capital Management
Georgia
$1.71M -$231K -1 -13%
AIM
362
Allen Investment Management
New York
$1.71M – – –
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$1.71M – – –
BFS
364
Bradley Foster & Sargent
Connecticut
$1.71M – – –
BTNA
365
Bremer Trust National Association
Minnesota
$1.71M – – –
Chevy Chase Trust
366
Chevy Chase Trust
Maryland
$1.71M – – –
CTI
367
Community Trust & Investment
Kentucky
$1.71M – – –
CFB
368
Cullen/Frost Bankers
Texas
$1.71M – – –
LGC
369
Laurel Grove Capital
California
$1.71M – – –
OWP
370
Obermeyer Wealth Partners
Colorado
$1.71M – – –
RHFI
371
Reilly Herbert Faulkner III
$1.71M – – –
RGC
372
Roberts, Glore & Co
Illinois
$1.71M – – –
SCM
373
Shelton Capital Management
Colorado
$1.71M – – –
LNC
374
Lincoln National Corp
Pennsylvania
$1.71M +$231K +1 +17%
FWM
375
Frontier Wealth Management
Missouri
$1.71M +$462K +2 +40%
13 14
15
16 17

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.