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Berkshire Hathaway Class A
BRK.A

821 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $36.4B → $40B (+$3.54B)

5% more funds holding in top 10

Funds holding in top 10: 83 → 87 (+4)

2% more funds holding

Funds holding: 803 → 821 (+18)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 109

33.89% less ownership

Funds ownership: 56.54% → 22.65% (-34%)

Holders
821
Holders Change
+18
Holders Change %
+2.24%
% of All Funds
20.46%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
75
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
+$1.83B
2
PV
Private Vista
Illinois
+$1.65B
3
Capital World Investors
Capital World Investors
California
+$566M
4
IP
Intellectus Partners
California
+$212M
5
DZ Bank
DZ Bank
Germany
+$142M

Top Sellers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
-$65.1B
2
Cerity Partners
Cerity Partners
New York
-$922M
3
TA
Tiedemann Advisors
New York
-$159M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Renaissance Technologies
Renaissance Technologies
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DZ Bank
26
DZ Bank
Germany
$264M +$142M +536 +126%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$232M – – –
ClearBridge Investments
28
ClearBridge Investments
New York
$232M -$1.33M -5 -0.6%
US Bancorp
29
US Bancorp
Minnesota
$226M -$1.86M -7 -0.8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$216M -$152M -572 -42%
HTI
31
Hikari Tsushin Inc
Japan
$200M +$531K +2 +0.3%
Morgan Stanley
32
Morgan Stanley
New York
$197M +$796K +3 +0.4%
HP
33
Hikari Power
Japan
$193M +$1.33M +5 +0.7%
SI
34
Sentry Investments
Ontario, Canada
$179M -$23.4M -88 -12%
BIM
35
Baldwin Investment Management
Pennsylvania
$166M -$531K -2 -0.3%
State Street
36
State Street
Massachusetts
$155M – – –
IFLIT
37
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$143M – – –
AH
38
Allen Holding
New York
$137M – – –
TAM
39
Troy Asset Management
United Kingdom
$137M +$132M +498 New
EVM
40
Eaton Vance Management
Massachusetts
$135M – – –
Wells Fargo
41
Wells Fargo
California
$135M -$5.57M -21 -4%
IGIM
42
I.G. Investment Management
Manitoba, Canada
$129M – – –
HHAA
43
Henry H. Armstrong Associates
Pennsylvania
$126M -$265K -1 -0.2%
NU
44
Northwestern University
Illinois
$125M – – –
TAM
45
Timucuan Asset Management
Florida
$117M – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$117M +$1.06M +4 +1%
WIM
47
Weitz Investment Management
Nebraska
$107M -$5.31M -20 -5%
Aviva
48
Aviva
United Kingdom
$103M -$2.39M -9 -2%
PCM
49
Punch Card Management
Florida
$102M – – –
Northern Trust
50
Northern Trust
Illinois
$102M +$30.8M +116 +45%
1
2
3 4 5

BRK.A Hedge Fund Activity: Q3 2017 in Review

821 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2017, worth a combined $40B — up 9.7% from $36.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BRK.A positions and 26 closed out — a net gain of 27 holders — while 75 added to existing stakes and 109 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $1.83B. The largest seller was Norris Perne & French, cutting an estimated $65.1B.

  • 821 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2017, up from 803 in Q2 2017.
  • Funds reported $40B of Berkshire Hathaway Class A stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 53 funds opened new Berkshire Hathaway Class A positions in Q3 2017 and 26 closed out, a net change of +27 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2017 was Financial Advisory Group, an estimated $1.83B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2017 was Norris Perne & French, an estimated $65.1B sold.

Based on aggregated 13F filings for Q3 2017.