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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
SFSG
601
Stearns Financial Services Group
North Carolina
$488K – – –
SCM
602
Sterneck Capital Management
Missouri
$488K – – –
TC
603
Trust Company
Kansas
$488K – – –
TCOV
604
Trust Company of Vermont
Vermont
$488K – – –
UAM
605
UAS Asset Management
New York
$488K – – –
VCM
606
Versant Capital Management
Arizona
$488K – – –
WB
607
Webster Bank
Connecticut
$488K – – –
WSCM
608
Wellington Shields Capital Management
New York
$488K – – –
WRM
609
Weybosset Research & Management
Rhode Island
$488K – – –
ZIG
610
Zuckerman Investment Group
Illinois
$488K – – –
B
611
BancorpSouth
Mississippi
$488K +$231K +1 +100%
AWM
612
AE Wealth Management
Kansas
$488K +$462K +2 New
ACP
613
Aveo Capital Partners
Colorado
$488K +$462K +2 New
Balyasny Asset Management
614
Balyasny Asset Management
Illinois
$488K +$462K +2 New
BAM
615
Berkshire Asset Management
Pennsylvania
$488K +$462K +2 New
FB
616
Fulton Bank
Pennsylvania
$488K +$462K +2 New
GP
617
Girard Partners
Pennsylvania
$488K +$462K +2 New
NWM
618
Northwest Wealth Management
Iowa
$488K +$462K +2 New
PCFFS
619
Pacific Center for Financial Services
California
$488K +$462K +2 New
RCAMU
620
Rothschild & Co Asset Management US
Connecticut
$488K +$462K +2 New
SCM
621
Stellar Capital Management
Arizona
$488K +$462K +2 New
TAM
622
Tealwood Asset Management
Minnesota
$488K +$462K +2 New
AA
623
AlphaMark Advisors
Kentucky
$488K +$46.2M +200 New
SCM
624
Smead Capital Management
Arizona
$488K +$46.2M +200 New
VCP
625
Vista Capital Partners
Oregon
$463K +$11.5M +50 +2%
23 24
25
26 27

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.