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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
EIG
26
EdgePoint Investment Group
Ontario, Canada
$270M +$76M +303 +39%
DZ Bank
27
DZ Bank
Germany
$230M -$1M -4 -0.4%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$213M +$251K +1 +0.1%
ClearBridge Investments
29
ClearBridge Investments
New York
$213M -$1.76M -7 -0.8%
US Bancorp
30
US Bancorp
Minnesota
$202M -$44.4M -177 -18%
SI
31
Sentry Investments
Ontario, Canada
$188M +$10.8M +43 +6%
HTI
32
Hikari Tsushin Inc
Japan
$181M – – –
Morgan Stanley
33
Morgan Stanley
New York
$178M -$502K -2 -0.3%
HP
34
Hikari Power
Japan
$175M – – –
BIM
35
Baldwin Investment Management
Pennsylvania
$155M -$1.76M -7 -1%
State Street
36
State Street
Massachusetts
$140M -$12.8M -51 -8%
IFLIT
37
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$130M – – –
Wells Fargo
38
Wells Fargo
California
$129M +$1.25M +5 +1%
Renaissance Technologies
39
Renaissance Technologies
New York
$127M +$20.6M +82 +19%
AH
40
Allen Holding
New York
$125M – – –
EVM
41
Eaton Vance Management
Massachusetts
$123M – – –
IGIM
42
I.G. Investment Management
Manitoba, Canada
$117M – – –
HHAA
43
Henry H. Armstrong Associates
Pennsylvania
$114M – – –
NU
44
Northwestern University
Illinois
$114M – – –
Invesco
45
Invesco
Georgia
$112M -$20.6M -82 -15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$107M -$2.51M -10 -2%
WIM
47
Weitz Investment Management
Nebraska
$103M -$502K -2 -0.5%
TAM
48
Timucuan Asset Management
Florida
$97.9M – – –
PCM
49
Punch Card Management
Florida
$93.2M – – –
Aviva
50
Aviva
United Kingdom
$92.3M +$15.3M +61 +20%
1
2
3 4 5

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.