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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
MCMT
451
Moon Capital Management (Tennessee)
Tennessee
$976K – – –
SGAM
452
Steinberg Global Asset Management
Florida
$976K -$46.2M -200 -33%
CL
453
Croft-Leominster
Maryland
$976K -$923K -4 Closed
CWM
454
Concert Wealth Management
California
$976K -$462K -2 -33%
AG
455
Aperio Group
California
$976K -$231K -1 -20%
GA
456
Geneva Advisors
Illinois
$976K -$231K -1 -20%
AA
457
Alesco Advisors
New York
$976K – – –
ABC
458
Associated Banc-Corp
Wisconsin
$976K – – –
BFM
459
Boston Financial Management
Massachusetts
$976K – – –
BCI
460
Brinker Capital Investments
Pennsylvania
$976K – – –
BHBT
461
Burke & Herbert Bank & Trust
Virginia
$976K – – –
CCM
462
Canal Capital Management
Virginia
$976K – – –
CIA
463
Capital Impact Advisors
Massachusetts
$976K – – –
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$976K – – –
CCM
465
Century Capital Management
Massachusetts
$976K – – –
CCC
466
Chelsea Counsel Company
California
$976K – – –
CT
467
Coastline Trust
Rhode Island
$976K – – –
GCM
468
Gibraltar Capital Management
Oklahoma
$976K – – –
IH
469
IFC Holdings
Florida
$976K – – –
KS
470
Karpas Strategies
Connecticut
$976K – – –
MCM
471
MAI Capital Management
Ohio
$976K – – –
MC
472
Middleton & Co
Massachusetts
$976K – – –
MPAM
473
Murphy Pohlad Asset Management
Minnesota
$976K – – –
MCM
474
MV Capital Management
Maryland
$976K – – –
NFG
475
Nations Financial Group
Iowa
$976K – – –
17 18
19
20 21

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.