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Berkshire Hathaway Class 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: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
351
Thompson Siegel & Walmsley
Virginia
$2.04M
AL
352
Aspiriant LLC
California
$2.04M +$250K +1 +13%
BSW
353
Buckingham Strategic Wealth
Missouri
$2.04M +$1.5M +6 +300%
ERIM
354
Eagle Ridge Investment Management
Connecticut
$2.04M +$1.5M +6 +75%
TA
355
Tiedemann Advisors
New York
$2.04M +$150M +600 +30,000%
KFA
356
Kelleher Financial Advisors
New York
$2.04M
CLOS
357
Compagnie Lombard Odier SCmA
Switzerland
$1.78M -$250K -1 -13%
UCFA
358
United Capital Financial Advisors
Texas
$1.78M -$499K -2 -22%
CBA
359
Coastal Bridge Advisors
Connecticut
$1.78M -$250K -1 -13%
AIM
360
Allen Investment Management
New York
$1.78M
BFS
361
Bradley Foster & Sargent
Connecticut
$1.78M
BTNA
362
Bremer Trust National Association
Minnesota
$1.78M
CCM
363
Coldstream Capital Management
Washington
$1.78M
CTI
364
Community Trust & Investment
Kentucky
$1.78M
CL
365
CPWM LLC
Washington
$1.78M
CFB
366
Cullen/Frost Bankers
Texas
$1.78M
FWM
367
Frontier Wealth Management
Missouri
$1.78M
GT
368
Glenview Trust
Kentucky
$1.78M
LGC
369
Laurel Grove Capital
California
$1.78M
LNC
370
Lincoln National Corp
Pennsylvania
$1.78M
Mitsubishi UFJ Trust & Banking
371
Mitsubishi UFJ Trust & Banking
Japan
$1.78M
Nomura Asset Management
372
Nomura Asset Management
Japan
$1.78M
OWP
373
Obermeyer Wealth Partners
Colorado
$1.78M
PNAA
374
Pictet North America Advisors
Switzerland
$1.78M
RG
375
Rathbones Group
United Kingdom
$1.78M

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.