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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
BAM
551
Berkshire Asset Management
Pennsylvania
$500K – – –
BCC
552
Biglari Capital Corp
Texas
$500K – – –
BIM
553
Bridgecreek Investment Management
Oklahoma
$500K – – –
CB
554
Chemical Bank
Michigan
$500K – – –
CBB
555
Citizens Business Bank
California
$500K – – –
CHC
556
City Holding Co
West Virginia
$500K – – –
CCT
557
Country Club Trust
Missouri
$500K – – –
CCMD
558
Cypress Capital Management (Delaware)
Delaware
$500K – – –
DWM
559
Darwin Wealth Management
Florida
$500K – – –
ELC
560
Edgar Lomax Company
Virginia
$500K – – –
EDRH
561
Edmond de Rothschild Holding
Switzerland
$500K – – –
FMW
562
Farr Miller & Washington
District of Columbia
$500K – – –
FNBOMD
563
First National Bank of Mount Dora
Florida
$500K – – –
FNBTCON
564
First National Bank & Trust Co of Newtown
Pennsylvania
$500K – – –
FPB
565
First PREMIER Bank
South Dakota
$500K – – –
FBA
566
Front Barnett Associates
Illinois
$500K – – –
FB
567
Fulton Bank
Pennsylvania
$500K – – –
GC
568
Garde Capital
Washington
$500K – – –
GIA
569
GHP Investment Advisors
Colorado
$500K – – –
GP
570
Girard Partners
Pennsylvania
$500K – – –
GIP
571
Greatmark Investment Partners
Georgia
$500K – – –
HI
572
Hendershot Investments
Virginia
$500K – – –
HCM
573
Hengehold Capital Management
Ohio
$500K – – –
HCM
574
Hoplite Capital Management
New York
$500K – – –
ITIM
575
Indiana Trust & Investment Management
Indiana
$500K – – –
21 22
23
24 25

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.