We are live on ! Find out more
BRK.A icon

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
CC
551
Capital Counsel
New York
$488K – – –
CB
552
Chemical Bank
Michigan
$488K – – –
CBB
553
Citizens Business Bank
California
$488K – – –
CHC
554
City Holding Co
West Virginia
$488K – – –
CIC
555
Cornercap Investment Counsel
Georgia
$488K – – –
CC
556
Cornerstone Capital
California
$488K – – –
CCT
557
Country Club Trust
Missouri
$488K – – –
CCMD
558
Cypress Capital Management (Delaware)
Delaware
$488K – – –
DWM
559
Darwin Wealth Management
Florida
$488K – – –
DT
560
Diversified Trust
Tennessee
$488K – – –
ELC
561
Edgar Lomax Company
Virginia
$488K – – –
EDRH
562
Edmond de Rothschild Holding
Switzerland
$488K – – –
FMW
563
Farr Miller & Washington
District of Columbia
$488K – – –
FNBOMD
564
First National Bank of Mount Dora
Florida
$488K – – –
FNBSF
565
First National Bank Sioux Falls
South Dakota
$488K – – –
FNBTCON
566
First National Bank & Trust Co of Newtown
Pennsylvania
$488K – – –
FPB
567
First PREMIER Bank
South Dakota
$488K – – –
FBA
568
Front Barnett Associates
Illinois
$488K – – –
GC
569
Garde Capital
Washington
$488K – – –
GIA
570
GHP Investment Advisors
Colorado
$488K – – –
GIP
571
Greatmark Investment Partners
Georgia
$488K – – –
GIM
572
Greylin Investment Management
Virginia
$488K – – –
HCM
573
Harvey Capital Management
Florida
$488K – – –
HI
574
Hendershot Investments
Virginia
$488K – – –
HCM
575
Hengehold Capital Management
Ohio
$488K – – –
21 22
23
24 25

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.