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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
Renaissance Technologies
51
Renaissance Technologies
New York
$78.1M +$19.3M +88 +32%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$77M -$42.1M -192 -35%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$76.3M -$877K -4 -1%
WPP
54
Whalerock Point Partners
Rhode Island
$74.4M +$75.5M +344 New
GF
55
Gabelli Funds
New York
$69.4M -$439K -2 -0.6%
Aviva
56
Aviva
United Kingdom
$63.9M +$1.32M +6 +2%
BAM
57
Burgundy Asset Management
Ontario, Canada
$60.8M +$1.75M +8 +3%
VF
58
Virtu Financial
New York
$60.3M -$70.6M -322 -54%
BIC
59
Bridges Investment Counsel
Nebraska
$59M -$219K -1 -0.4%
HIC
60
Hartline Investment Corp
Illinois
$57.9M – – –
UBS Group
61
UBS Group
Switzerland
$57.3M -$1.54M -7 -3%
Brown Advisory
62
Brown Advisory
Maryland
$56.6M +$3.51M +16 +7%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$56M -$658K -3 -1%
American Century Companies
64
American Century Companies
Missouri
$55.8M -$1.54M -7 -3%
VAM
65
Vontobel Asset Management
New York
$53.2M +$3.51M +16 +7%
PFO
66
Pathstone Family Office
New Jersey
$49.3M – – –
RC
67
RBF Capital
California
$47.1M – – –
Franklin Resources
68
Franklin Resources
California
$46.7M +$439K +2 +0.9%
VIP
69
Vantage Investment Partners
Missouri
$45.4M -$1.97M -9 -4%
FAM
70
Fenimore Asset Management
New York
$44.5M – – –
Creative Planning
71
Creative Planning
Kansas
$44.1M +$877K +4 +2%
SBWM
72
Sunflower Bank Wealth Management
Arizona
$40.2M – – –
VKH
73
Virtu KCG Holdings
New York
$39.8M -$658K -3 -2%
Canada Life
74
Canada Life
Manitoba, Canada
$36.3M -$1.75M -8 -5%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M -$219K -1 -0.6%
1 2
3
4 5

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.