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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
CFSG
676
Community Financial Services Group
Vermont
$250K – – –
CWM
677
Concentric Wealth Management
California
$250K – – –
CC
678
Courier Capital
New York
$250K – – –
CCM
679
Covington Capital Management
California
$250K – – –
CAM
680
Cubic Asset Management
Massachusetts
$250K – – –
CP
681
Cumberland Partners
Ontario, Canada
$250K – – –
CCB
682
Cutter & Co Brokerage
Missouri
$250K – – –
CAM
683
Cypress Asset Management
Texas
$250K – – –
DLPIC
684
Davide Leone & Partners Investment Company
United Kingdom
$250K – – –
DIA
685
Denver Investment Advisors
Colorado
$250K – – –
DDPIC
686
Deroy & Devereaux Private Investment Counsel
Michigan
$250K – – –
DCM
687
Donaldson Capital Management
Indiana
$250K – – –
DOA
688
D'Orazio & Associates
Virginia
$250K – – –
DWT
689
Dorsey & Whitney Trust
South Dakota
$250K – – –
EWA
690
EP Wealth Advisors
California
$250K – – –
EM
691
Excalibur Management
Massachusetts
$250K – – –
FBC
692
Fairfield, Bush & Co
Connecticut
$250K – – –
FCIM
693
Fairview Capital Investment Management
California
$250K – – –
FC
694
Farley Capital
New York
$250K – – –
FWP
695
FAS Wealth Partners
Kansas
$250K – – –
FA
696
FDx Advisors
Illinois
$250K – – –
FFSOTS
697
Fiduciary Financial Services of The Southwest
Texas
$250K – – –
FAG
698
Financial Advisory Group
Texas
$250K – – –
FBFS
699
First Business Financial Services
Wisconsin
$250K – – –
FDS
700
First Dallas Securities
Texas
$250K – – –
26 27
28
29 30

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.