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

Berkshire Hathaway Class A
BRK.A

773 hedge funds and large institutions have $32B invested in Berkshire Hathaway Class A in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

7.83% more ownership

Funds ownership: 19.67% → 27.5% (+7.8%)

1% more funds holding in top 10

Funds holding in top 10: 74 → 75 (+1)

2% more capital invested

Capital invested by funds: $31.5B → $32B (+$488M)

1% less funds holding

Funds holding: 780 → 773 (-7)

32% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 102

Holders
773
Holders Change
-7
Holders Change %
-0.9%
% of All Funds
20.62%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2%
New
39
Increased
69
Reduced
102
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Columbia Asset Management
Michigan
+$6.64B
2
LS
Livforsakringsbolaget Skandia
Sweden
+$2.7B
3
LC
Lourd Capital
California
+$519M
4
SRP
Saddle Road Partners
Nebraska
+$304M
5
Capital World Investors
Capital World Investors
California
+$266M

Top Sellers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
-$204M
2
VF
Virtu Financial
New York
-$70.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.1M
4
IVA
International Value Advisers
-$26.1M
5
BBHC
Brown Brothers Harriman & Co
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$216K – – –
BIA
627
Barry Investment Advisors
Massachusetts
$216K – – –
BUB
628
BBVA USA Bancshares
Texas
$216K – – –
BIAS
629
Beacon Investment Advisory Services
New Jersey
$216K – – –
BT
630
Beacon Trust
New Jersey
$216K – – –
BFA
631
Beaumont Financial Advisors
Massachusetts
$216K – – –
B
632
Bellecapital
Switzerland
$216K – – –
BFG
633
Bouchey Financial Group
New York
$216K – – –
BI
634
Boulegeris Investments
Georgia
$216K – – –
BRF
635
B. Riley Financial
California
$216K – – –
BCM
636
Brookstone Capital Management
Illinois
$216K – – –
BAS
637
Brown Advisory Securities
Maryland
$216K – – –
BCM
638
BTC Capital Management
Iowa
$216K – – –
BCM
639
BTR Capital Management
California
$216K – – –
CS
640
Candriam SCA
Luxembourg
$216K – – –
CAL
641
Capital Advisors Ltd
Ohio
$216K – – –
CCT
642
Capital City Trust
Florida
$216K – – –
CIBC Asset Management
643
CIBC Asset Management
Ontario, Canada
$216K – – –
CFG
644
Citizens Financial Group
Rhode Island
$216K – – –
CS
645
Comerica Securities
Michigan
$216K – – –
CFSG
646
Community Financial Services Group
Vermont
$216K – – –
CC
647
Courier Capital
New York
$216K – – –
CNFG
648
Creegan & Nassoura Financial Group
New Hampshire
$216K – – –
CAM
649
Cubic Asset Management
Massachusetts
$216K – – –
CAS
650
Cue Advisory Services
Arizona
$216K – – –
24 25
26
27 28

BRK.A Hedge Fund Activity: Q3 2016 in Review

773 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2016, worth a combined $32B — up 1.6% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BRK.A positions and 35 closed out — a net gain of 4 holders — while 69 added to existing stakes and 102 trimmed.

The largest buyer was Columbia Asset Management, opening a new position worth an estimated $6.64B. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $204M.

  • 773 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2016, down from 780 in Q2 2016.
  • Funds reported $32B of Berkshire Hathaway Class A stock for Q3 2016, up 1.6% quarter-over-quarter.
  • 39 funds opened new Berkshire Hathaway Class A positions in Q3 2016 and 35 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2016 was Columbia Asset Management, an estimated $6.64B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2016 was Ruane, Cunniff & Goldfarb, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2016.