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Berkshire Hathaway Class A

803 hedge funds and large institutions have $36.4B invested in Berkshire Hathaway Class A in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.27% more ownership

Funds ownership: 35.27%56.54% (+21%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $35.7B → $36.4B (+$687M)

1% less funds holding

Funds holding: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
803
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
20.01%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
2.07%
New
32
Increased
80
Reduced
108
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCMC
701
Founders Capital Management (Connecticut)
Connecticut
$255K
FSA
702
Franklin Street Advisors
North Carolina
$255K
GI
703
Glovista Investments
New Jersey
$255K
GAG
704
GM Advisory Group
New York
$255K
GWI
705
Grace & White Inc
New York
$255K
GI
706
Gradient Investments
Minnesota
$255K
GT
707
Greenleaf Trust
Michigan
$255K
HCM
708
Hall Capital Management
Rhode Island
$255K
HAFS
709
Hapanowicz & Associates Financial Services
Pennsylvania
$255K
HA
710
Harbor Advisors
Florida
$255K
HH
711
Hilltop Holdings
Texas
$255K
HC
712
Hourglass Capital
Texas
$255K
HNB
713
Huntington National Bank
Ohio
$255K
Jones Financial Companies
714
Jones Financial Companies
Missouri
$255K
KCPG
715
Kavar Capital Partners Group
Kansas
$255K
KCM
716
Kornitzer Capital Management
Kansas
$255K
LF
717
Lee Financial
Texas
$255K
LCM
718
LVM Capital Management
Michigan
$255K
LA
719
Lynch & Associates
Indiana
$255K
MFS
720
Madrona Financial Services
Washington
$255K
MMPW
721
Mitchell McLeod Pugh & Williams
Alabama
$255K
MKC
722
M. Kraus & Co
Vermont
$255K
MCM
723
Monarch Capital Management
Indiana
$255K
MLIM
724
Mountain Lake Investment Management
Florida
$255K
MPIA
725
Mountain Pacific Investment Advisers
Idaho
$255K

BRK.A Hedge Fund Activity: Q2 2017 in Review

803 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2017, worth a combined $36.4B — up 1.9% from $35.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 30 closed out — a net gain of 2 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Norris Perne & French, adding an estimated $61.2B. The largest seller was MML Investors Services, cutting an estimated $19.5B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2017, down from 809 in Q1 2017.
  • Funds reported $36.4B of Berkshire Hathaway Class A stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 32 funds opened new Berkshire Hathaway Class A positions in Q2 2017 and 30 closed out, a net change of +2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2017 was Norris Perne & French, an estimated $61.2B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2017 was MML Investors Services, an estimated $19.5B sold.

Based on aggregated 13F filings for Q2 2017.