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
TA
626
Tiedemann Advisors
New York
$448K – – –
RG
627
Rikoon Group
New Mexico
$246K +$231K +1 New
PFS
628
Prospera Financial Services
Texas
$245K – – –
TPWA
629
TRUE Private Wealth Advisors
Oregon
$245K – – –
VFA
630
Voya Financial Advisors
Connecticut
$245K – – –
UWPG
631
Ullmann Wealth Partners Group
Florida
$245K +$231K +1 New
WEC
632
Winslow Evans & Crocker
Massachusetts
$244K – – –
TBA
633
Tower Bridge Advisors
Pennsylvania
$244K – – –
MFW
634
Meristem Family Wealth
Minnesota
$244K -$23.1M -100 Closed
BOTW
635
Bank of the West
California
$244K -$923K -4 -80%
CVM
636
Cheviot Value Management
California
$244K -$231K -1 -50%
EWA
637
EP Wealth Advisors
California
$244K -$231K -1 -50%
SFG
638
SNS Financial Group
Minnesota
$244K -$231K -1 -50%
WA
639
WFG Advisors
Texas
$244K -$231K -1 -50%
1SB
640
1ST Source Bank
Indiana
$244K – – –
AWM
641
Affinity Wealth Management
Delaware
$244K – – –
AIA
642
Allegis Investment Advisors
Idaho
$244K – – –
AIS
643
American Investment Services
Massachusetts
$244K – – –
AIIMS
644
Analyst IMS Investment Management Services
Israel
$244K – – –
ACM
645
Argent Capital Management
Missouri
$244K – – –
AWA
646
ARS Wealth Advisors
Florida
$244K – – –
AAM
647
Aureus Asset Management
Massachusetts
$244K – – –
AAM
648
Auxier Asset Management
Oregon
$244K – – –
B
649
Bailard
California
$244K – – –
BII
650
Bainco International Investors
Massachusetts
$244K – – –
24 25
26
27 28

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.