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Berkshire Hathaway Class A
BRK.A

872 hedge funds and large institutions have $43.4B invested in Berkshire Hathaway Class A in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 87 → 95 (+8)

9% more capital invested

Capital invested by funds: $40B → $43.4B (+$3.41B)

6% more funds holding

Funds holding: 821 → 872 (+51)

0.9% more ownership

Funds ownership: 22.65% → 23.55% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 115

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.77%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.15%
New
84
Increased
75
Reduced
115
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SII
Silchester International Investors
United Kingdom
+$2.18B
2
VCP
Vista Capital Partners
Oregon
+$740M
3
MAA
Mraz Amerine & Associates
California
+$226M
4
Swedbank
Swedbank
Sweden
+$222M
5
Capital World Investors
Capital World Investors
California
+$191M

Top Sellers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
-$1.96B
2
BBHC
Brown Brothers Harriman & Co
New York
-$118M
3
SEI Investments
SEI Investments
Pennsylvania
-$43.9M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$42.2M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DZ Bank
26
DZ Bank
Germany
$290M +$3.99M +14 +1%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$253M +$1.14M +4 +0.5%
ClearBridge Investments
28
ClearBridge Investments
New York
$251M – – –
US Bancorp
29
US Bancorp
Minnesota
$236M -$7.97M -28 -3%
Swedbank
30
Swedbank
Sweden
$232M +$222M +781 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$228M -$5.41M -19 -2%
HTI
32
Hikari Tsushin Inc
Japan
$217M – – –
Morgan Stanley
33
Morgan Stanley
New York
$211M -$2.28M -8 -1%
HP
34
Hikari Power
Japan
$211M +$1.42M +5 +0.7%
SI
35
Sentry Investments
Ontario, Canada
$188M -$5.41M -19 -3%
BIM
36
Baldwin Investment Management
Pennsylvania
$178M -$1.14M -4 -0.7%
State Street
37
State Street
Massachusetts
$173M +$4.84M +17 +3%
IFLIT
38
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$155M – – –
TAM
39
Troy Asset Management
United Kingdom
$148M – – –
EVM
40
Eaton Vance Management
Massachusetts
$146M – – –
Wells Fargo
41
Wells Fargo
California
$143M -$2.56M -9 -2%
AH
42
Allen Holding
New York
$141M -$7.12M -25 -5%
NU
43
Northwestern University
Illinois
$135M – – –
HHAA
44
Henry H. Armstrong Associates
Pennsylvania
$132M -$3.42M -12 -3%
TAM
45
Timucuan Asset Management
Florida
$127M – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$123M -$3.13M -11 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$123M +$33M +116 +39%
WIM
48
Weitz Investment Management
Nebraska
$116M – – –
Aviva
49
Aviva
United Kingdom
$114M +$2.56M +9 +2%
PCM
50
Punch Card Management
Florida
$111M – – –
1
2
3 4 5

BRK.A Hedge Fund Activity: Q4 2017 in Review

872 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2017, worth a combined $43.4B — up 8.5% from $40B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.A positions and 24 closed out — a net gain of 60 holders — while 75 added to existing stakes and 115 trimmed.

The largest buyer was Silchester International Investors, opening a new position worth an estimated $2.18B. The largest seller was Financial Advisory Group, cutting an estimated $1.96B.

  • 872 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2017, up from 821 in Q3 2017.
  • Funds reported $43.4B of Berkshire Hathaway Class A stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class A positions in Q4 2017 and 24 closed out, a net change of +60 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2017 was Silchester International Investors, an estimated $2.18B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2017 was Financial Advisory Group, an estimated $1.96B sold.

Based on aggregated 13F filings for Q4 2017.