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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
SB
351
Simmons Bank
Arkansas
$2M – – –
KFA
352
Kelleher Financial Advisors
New York
$2M – – –
MAA
353
Mraz Amerine & Associates
California
$1.98M – – –
BPB
354
Badgley, Phelps & Bell
Washington
$1.83M +$502K +2 +40%
PNAA
355
Pictet North America Advisors
Switzerland
$1.75M -$1.76M -7 -50%
GT
356
Glenview Trust
Kentucky
$1.75M -$251K -1 -13%
Mitsubishi UFJ Trust & Banking
357
Mitsubishi UFJ Trust & Banking
Japan
$1.75M -$251K -1 -13%
RG
358
Rathbones Group
United Kingdom
$1.75M -$251K -1 -13%
AIM
359
Allen Investment Management
New York
$1.75M – – –
Bank of Nova Scotia
360
Bank of Nova Scotia
Ontario, Canada
$1.75M – – –
BFS
361
Bradley Foster & Sargent
Connecticut
$1.75M – – –
BTNA
362
Bremer Trust National Association
Minnesota
$1.75M – – –
CTI
363
Community Trust & Investment
Kentucky
$1.75M – – –
CFB
364
Cullen/Frost Bankers
Texas
$1.75M – – –
ECAM
365
East Coast Asset Management
Massachusetts
$1.75M – – –
FWM
366
Frontier Wealth Management
Missouri
$1.75M – – –
LGC
367
Laurel Grove Capital
California
$1.75M – – –
LNC
368
Lincoln National Corp
Pennsylvania
$1.75M – – –
OWP
369
Obermeyer Wealth Partners
Colorado
$1.75M – – –
RHFI
370
Reilly Herbert Faulkner III
$1.75M – – –
RGC
371
Roberts, Glore & Co
Illinois
$1.75M – – –
CCM
372
Coldstream Capital Management
Washington
$1.75M +$251K +1 +17%
Nomura Asset Management
373
Nomura Asset Management
Japan
$1.75M +$251K +1 +17%
CL
374
CPWM LLC
Washington
$1.75M +$502K +2 +40%
Marshall Wace
375
Marshall Wace
United Kingdom
$1.75M +$1.76M +7 New
13 14
15
16 17

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.