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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
AA
451
Alesco Advisors
New York
$999K – – –
ABC
452
Associated Banc-Corp
Wisconsin
$999K – – –
BFM
453
Boston Financial Management
Massachusetts
$999K – – –
BCI
454
Brinker Capital Investments
Pennsylvania
$999K – – –
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$999K – – –
CCM
456
Canal Capital Management
Virginia
$999K – – –
CIA
457
Capital Impact Advisors
Massachusetts
$999K – – –
CCM
458
Century Capital Management
Massachusetts
$999K – – –
CA
459
Clearstead Advisors
Ohio
$999K – – –
CT
460
Coastline Trust
Rhode Island
$999K – – –
GA
461
Geneva Advisors
Illinois
$999K – – –
GCM
462
Gibraltar Capital Management
Oklahoma
$999K – – –
KS
463
Karpas Strategies
Connecticut
$999K – – –
MCM
464
MAI Capital Management
Ohio
$999K – – –
MWM
465
Merriman Wealth Management
Washington
$999K – – –
MC
466
Middleton & Co
Massachusetts
$999K – – –
MCM
467
MV Capital Management
Maryland
$999K – – –
NFC
468
Northeast Financial Consultants
Connecticut
$999K – – –
OMCS
469
Old Mutual Customised Solutions
South Africa
$999K – – –
PCM
470
Parsons Capital Management
Rhode Island
$999K – – –
PWM
471
Perigon Wealth Management
California
$999K – – –
PA
472
Pinnacle Associates
New York
$999K – – –
RIG
473
Roosevelt Investment Group
New York
$999K – – –
Russell Investments Group
474
Russell Investments Group
United Kingdom
$999K – – –
SGAM
475
Steinberg Global Asset Management
Florida
$999K – – –
17 18
19
20 21

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.