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

Berkshire Hathaway Class 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: 7475 (+1)

2% more capital invested

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

1% less funds holding

Funds holding: 780773 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
701
M&R Capital Management
New Jersey
$216K
NEPWA
702
New England Private Wealth Advisors
Massachusetts
$216K
NB
703
Nicolet Bankshares
Wisconsin
$216K
NOCM
704
Night Owl Capital Management
Connecticut
$216K
NP
705
NorthRock Partners
Minnesota
$216K
NL
706
NWAM LLC
Washington
$216K
OC
707
Oakworth Capital
Alabama
$216K
OA
708
Oxbow Advisors
Texas
$216K
PR
709
Payden & Rygel
California
$216K
PHS
710
Pekin Hardy Strauss
Illinois
$216K
PIM
711
Perkins Investment Management
Illinois
$216K
PMFA
712
Plante Moran Financial Advisors
Michigan
$216K
PGA
713
Portland Global Advisors
Maine
$216K
PTC
714
Private Trust Company
Ohio
$216K
PWP
715
Private Wealth Partners
California
$216K
PA
716
Probity Advisors
Texas
$216K
ProShare Advisors
717
ProShare Advisors
Maryland
$216K
PFS
718
Prospera Financial Services
Texas
$216K
RIM
719
Regent Investment Management
Kentucky
$216K
RCAG
720
Rehmann Capital Advisory Group
Michigan
$216K
RMCM
721
Reynders McVeigh Capital Management
Massachusetts
$216K
RBC
722
Ronald Blue & Co
Georgia
$216K
RCA
723
Rowland Carmichael Advisors
Arizona
$216K
SHGA
724
Sand Hill Global Advisors
California
$216K
SSB
725
Sandy Spring Bank
Maryland
$216K

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.