We are live on ! Find out more
BRK.A icon

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
MA
401
MUFG Americas
New York
$1.5M – – –
PP
402
Prudential plc
United Kingdom
$1.5M – – –
SCA
403
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M – – –
TFO
404
Tarbox Family Office
California
$1.5M – – –
TWM
405
Torch Wealth Management
Ohio
$1.5M – – –
SPIA
406
Steward Partners Investment Advisory
New York
$1.5M +$1.51M +6 New
GC
407
Grimes & Company
Massachusetts
$1.25M – – –
FQ
408
First Quadrant
California
$1.25M -$251K -1 -17%
AC
409
Alexandria Capital
Virginia
$1.25M – – –
AIP
410
Ameritas Investment Partners
Nebraska
$1.25M – – –
AWA
411
Arete Wealth Advisors
Illinois
$1.25M – – –
Aristotle Capital Management
412
Aristotle Capital Management
California
$1.25M – – –
BFIM
413
Beese Fulmer Investment Management
Ohio
$1.25M – – –
BFEC
414
Benjamin F. Edwards & Company
Missouri
$1.25M – – –
BOS
415
Bingham Osborn & Scarborough
California
$1.25M – – –
BHIA
416
Birch Hill Investment Advisors
Massachusetts
$1.25M – – –
BFO
417
Boston Family Office
Massachusetts
$1.25M – – –
CS
418
Cannell & Spears
New York
$1.25M – – –
CIM
419
Confluence Investment Management
Missouri
$1.25M – – –
CA
420
Corrado Advisors
New Jersey
$1.25M – – –
CPA
421
Court Place Advisors
Maryland
$1.25M – – –
Fiera Capital (Canada)
422
Fiera Capital (Canada)
Quebec, Canada
$1.25M – – –
FAAS
423
First Allied Advisory Services
California
$1.25M – – –
Fisher Asset Management
424
Fisher Asset Management
Washington
$1.25M – – –
FRM
425
Foundation Resource Management
Arkansas
$1.25M – – –
15 16
17
18 19

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.