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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
CWA
501
Cypress Wealth Advisors
California
$750K – – –
DG
502
Davidson & Garrard
Virginia
$750K – – –
Dimensional Fund Advisors
503
Dimensional Fund Advisors
Texas
$750K – – –
Dodge & Cox
504
Dodge & Cox
California
$750K – – –
Edgewood Management
505
Edgewood Management
Connecticut
$750K – – –
EWM
506
Endurance Wealth Management
Rhode Island
$750K – – –
FG
507
Fiduciary Group
Georgia
$750K – – –
FTIOP
508
Fiduciary Trust International of Pennsylvania
Pennsylvania
$750K – – –
JFA
509
JNBA Financial Advisors
Minnesota
$750K – – –
Kayne Anderson Rudnick Investment Management
510
Kayne Anderson Rudnick Investment Management
California
$750K – – –
KC
511
Kingfisher Capital
North Carolina
$750K – – –
LS
512
Livforsakringsbolaget Skandia
Sweden
$750K – – –
MCM
513
Maple Capital Management
Vermont
$750K – – –
MCA
514
Mercer Capital Advisers
New Jersey
$750K – – –
MIM
515
Montgomery Investment Management
Maryland
$750K – – –
NAM
516
North American Management
Massachusetts
$750K – – –
PBT
517
Pictet Bank & Trust
Bahamas
$750K – – –
RCWMU
518
Rothschild & Co Wealth Management (UK)
United Kingdom
$750K – – –
SCA
519
Salient Capital Advisors
Texas
$750K – – –
SC
520
Savant Capital
Illinois
$750K – – –
SAM
521
Shikiar Asset Management
New York
$750K – – –
SC
522
SouthState Corp
Florida
$750K – – –
ST
523
Spinnaker Trust
Maine
$750K – – –
SAM
524
Summit Asset Management
Tennessee
$750K – – –
VCM
525
Violich Capital Management
California
$750K – – –
19 20
21
22 23

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.