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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$91.4M -$1.25M -5 -1%
BIM
52
Bridges Investment Management
Nebraska
$89.4M -$2.51M -10 -3%
WPP
53
Whalerock Point Partners
Rhode Island
$85.7M -$251K -1 -0.3%
CBOA
54
Commonwealth Bank of Australia
Australia
$78.7M -$10.8M -43 -12%
BAM
55
Burgundy Asset Management
Ontario, Canada
$76M +$1.51M +6 +2%
GF
56
Gabelli Funds
New York
$71.7M -$4.01M -16 -5%
Northern Trust
57
Northern Trust
Illinois
$70M -$24.3M -97 -26%
Brown Advisory
58
Brown Advisory
Maryland
$68.2M +$753K +3 +1%
American Century Companies
59
American Century Companies
Missouri
$67.2M +$251K +1 +0.4%
HIC
60
Hartline Investment Corp
Illinois
$66.7M – – –
VAM
61
Vontobel Asset Management
New York
$65.7M – – –
UBS Group
62
UBS Group
Switzerland
$65.5M -$6.02M -24 -8%
JP Morgan Chase
63
JP Morgan Chase
New York
$64.7M -$26.6M -106 -29%
Creative Planning
64
Creative Planning
Kansas
$64.7M +$4.26M +17 +7%
BIC
65
Bridges Investment Counsel
Nebraska
$63.7M +$60.2M +240 +1,600%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$57.5M -$5.27M -21 -8%
Franklin Resources
67
Franklin Resources
California
$55.5M +$1.51M +6 +3%
RC
68
RBF Capital
California
$54.5M – – –
VIP
69
Vantage Investment Partners
Missouri
$52.5M – – –
FAM
70
Fenimore Asset Management
New York
$51.5M – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$49.5M +$2.51M +10 +5%
PFO
72
Pathstone Family Office
New Jersey
$49M -$5.77M -23 -11%
SBWM
73
Sunflower Bank Wealth Management
Arizona
$46.2M -$251K -1 -0.5%
Wolverine Trading
74
Wolverine Trading
Illinois
$43.8M -$144M -574 -77%
PB
75
Pinnacle Bancorp
Nebraska
$43.2M +$43.4M +173 New
1 2
3
4 5

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.