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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
AM
376
Account Management
Massachusetts
$1.75M – – –
CC
377
Cognios Capital
Kansas
$1.75M – – –
AAM
378
Augustine Asset Management
Florida
$1.75M +$1.76M +7 New
SCM
379
Stonebridge Capital Management
California
$1.75M +$2.25B +8,975 +897,500%
ZF
380
Zhang Financial
Michigan
$1.52M – – –
FFH
381
Fairfax Financial Holdings
Ontario, Canada
$1.5M – – –
FTCM
382
First Trust Capital Management
Illinois
$1.5M – – –
TL
383
Tirschwell & Loewy
New York
$1.5M – – –
BTS
384
BB&T Securities
Virginia
$1.5M -$1.76M -7 -54%
BP
385
Ballentine Partners
Massachusetts
$1.5M -$753K -3 -33%
EIA
386
Edgemoor Investment Advisors
Maryland
$1.5M -$502K -2 -25%
NCM
387
Narwhal Capital Management
Georgia
$1.5M -$251K -1 -14%
BP
388
BBR Partners
New York
$1.5M – – –
BA
389
BKS Advisors
Michigan
$1.5M – – –
BC
390
Blackhill Capital
New Jersey
$1.5M – – –
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$1.5M – – –
CBTWT
392
Community Bank & Trust (Waco, Texas)
Texas
$1.5M – – –
DI
393
Dalton Investments
Nevada
$1.5M – – –
DDC
394
DF Dent & Co
Maryland
$1.5M – – –
FWCM
395
Ferguson Wellman Capital Management
Oregon
$1.5M – – –
HBT
396
Hills Bank & Trust
Iowa
$1.5M – – –
IFB
397
iAB Financial Bank
Indiana
$1.5M – – –
JWM
398
Jacobus Wealth Management
Wisconsin
$1.5M – – –
LDB
399
Lee, Danner & Bass
Tennessee
$1.5M – – –
LWCFA
400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5M – – –
14 15
16
17 18

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.