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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
NFC
476
Northeast Financial Consultants
Connecticut
$976K – – –
OMCS
477
Old Mutual Customised Solutions
South Africa
$976K – – –
PCM
478
Parsons Capital Management
Rhode Island
$976K – – –
PA
479
Pinnacle Associates
New York
$976K – – –
RIG
480
Roosevelt Investment Group
New York
$976K – – –
RC
481
Roundview Capital
New Jersey
$976K – – –
SIC
482
Schwartz Investment Counsel
Michigan
$976K – – –
SFS
483
Summit Financial Strategies
Ohio
$976K – – –
TSS
484
Thomas Story & Son
Indiana
$976K – – –
TCOT
485
Trust Company of Toledo
Ohio
$976K – – –
WT
486
Washington Trust
Rhode Island
$976K – – –
WA
487
Wheatland Advisors
Pennsylvania
$976K – – –
ACI
488
Alpha Cubed Investments
California
$976K +$462K +2 +100%
CA
489
Clearstead Advisors
Ohio
$976K +$923K +4 New
MWM
490
Merriman Wealth Management
Washington
$976K +$923K +4 New
VCM
491
Violich Capital Management
California
$738K – – –
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$732K – – –
AF
493
Aldebaran Financial
$732K – – –
AF
494
Allworth Financial
California
$732K – – –
BIC
495
Beach Investment Counsel
Pennsylvania
$732K – – –
BCA
496
Benchmark Capital Advisors
New York
$732K – – –
BFPW
497
BOK Financial Private Wealth
Colorado
$732K – – –
BTW
498
Boston Trust Walden
Massachusetts
$732K – – –
BB
499
Busey Bank
Illinois
$732K – – –
CNAM
500
Campbell Newman Asset Management
Wisconsin
$732K – – –
18 19
20
21 22

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.