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Berkshire Hathaway Class A
BRK.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: 809 → 803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 88 → 83 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
+$61.2B
2
Cerity Partners
Cerity Partners
New York
+$867M
3
SBL
Sargent Bickham Lagudis
Colorado
+$399M
4
Capital World Investors
Capital World Investors
California
+$282M
5
Norges Bank
Norges Bank
Norway
+$235M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$19.5B
2
SCM
Stonebridge Capital Management
California
-$2.24B
3
BlackRock
BlackRock
New York
-$220M
4
DZ Bank
DZ Bank
Germany
-$124M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$91.9M -$1.25M -5 -1%
BIM
52
Bridges Investment Management
Nebraska
$91.4M +$250K +1 +0.3%
WPP
53
Whalerock Point Partners
Rhode Island
$86.6M -$749K -3 -0.9%
BAM
54
Burgundy Asset Management
Ontario, Canada
$83M +$5.49M +22 +7%
CBOA
55
Commonwealth Bank of Australia
Australia
$80.2M – – –
GF
56
Gabelli Funds
New York
$70.6M -$2.5M -10 -3%
American Century Companies
57
American Century Companies
Missouri
$68.5M – – –
HIC
58
Hartline Investment Corp
Illinois
$68M – – –
VAM
59
Vontobel Asset Management
New York
$67M – – –
Creative Planning
60
Creative Planning
Kansas
$66.7M +$749K +3 +1%
Brown Advisory
61
Brown Advisory
Maryland
$65.7M -$3.75M -15 -5%
UBS Group
62
UBS Group
Switzerland
$65.7M -$999K -4 -2%
Northern Trust
63
Northern Trust
Illinois
$64.9M -$6.24M -25 -9%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$58.8M +$250K +1 +0.4%
Franklin Resources
65
Franklin Resources
California
$56M -$499K -2 -0.9%
RC
66
RBF Capital
California
$55.5M – – –
Parallax Volatility Advisers
67
Parallax Volatility Advisers
California
$55.5M +$54.4M +218 New
VIP
68
Vantage Investment Partners
Missouri
$53.5M – – –
FAM
69
Fenimore Asset Management
New York
$52.5M – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$52.2M -$13.5M -54 -21%
PFO
71
Pathstone Family Office
New Jersey
$49.9M – – –
HighTower Advisors
72
HighTower Advisors
Illinois
$49.2M -$1.25M -5 -3%
SBWM
73
Sunflower Bank Wealth Management
Arizona
$47.1M – – –
TU
74
TDAM USA
Ontario, Canada
$38.6M -$250K -1 -0.7%
CAM
75
Chou Associates Management
Ontario, Canada
$38.3M – – –
1 2
3
4 5

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.