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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
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$500K – – –
LIM
577
Lagoda Investment Management
New York
$500K – – –
LIC
578
Lodestar Investment Counsel
Illinois
$500K – – –
LRIC
579
Long Road Investment Counsel
Michigan
$500K – – –
MCM
580
Manchester Capital Management
Vermont
$500K – – –
MFBTD
581
MB Financial Bank - Trust Department
Illinois
$500K – – –
MHS
582
M Holdings Securities
Oregon
$500K – – –
NIC
583
Northwest Investment Counselors
Oregon
$500K – – –
NWM
584
Northwest Wealth Management
Iowa
$500K – – –
OIM
585
Orca Investment Management
Oregon
$500K – – –
OPCM
586
Osborne Partners Capital Management
California
$500K – – –
OA
587
Outfitter Advisors
Virginia
$500K – – –
PIM
588
Penobscot Investment Management
Massachusetts
$500K – – –
PC
589
Permit Capital
Pennsylvania
$500K – – –
RHJA
590
Rice Hall James & Associates
California
$500K – – –
RCAMU
591
Rothschild & Co Asset Management US
Connecticut
$500K – – –
RIL
592
Rothschild Investment LLC
Illinois
$500K – – –
ST
593
Sabal Trust
Florida
$500K – – –
SIM
594
Sadoff Investment Management
Wisconsin
$500K – – –
SBCM
595
Schwerin Boyle Capital Management
Massachusetts
$500K – – –
SCM
596
Smead Capital Management
Arizona
$500K – – –
SMC
597
S. Muoio & Co
New York
$500K – – –
SA
598
SRH Advisors
Kansas
$500K – – –
SFSG
599
Stearns Financial Services Group
North Carolina
$500K – – –
SCM
600
Stellar Capital Management
Arizona
$500K – – –
22 23
24
25 26

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.