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Berkshire Hathaway Class A
BRK.A

872 hedge funds and large institutions have $43.4B invested in Berkshire Hathaway Class A in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 87 → 95 (+8)

9% more capital invested

Capital invested by funds: $40B → $43.4B (+$3.41B)

6% more funds holding

Funds holding: 821 → 872 (+51)

0.9% more ownership

Funds ownership: 22.65% → 23.55% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 115

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.77%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.15%
New
84
Increased
75
Reduced
115
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SII
Silchester International Investors
United Kingdom
+$2.18B
2
VCP
Vista Capital Partners
Oregon
+$740M
3
MAA
Mraz Amerine & Associates
California
+$226M
4
Swedbank
Swedbank
Sweden
+$222M
5
Capital World Investors
Capital World Investors
California
+$191M

Top Sellers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
-$1.96B
2
BBHC
Brown Brothers Harriman & Co
New York
-$118M
3
SEI Investments
SEI Investments
Pennsylvania
-$43.9M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$42.2M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$109M -$1.42M -5 -1%
Invesco
52
Invesco
Georgia
$108M – – –
BIM
53
Bridges Investment Management
Nebraska
$105M -$2.85M -10 -3%
BAM
54
Burgundy Asset Management
Ontario, Canada
$103M +$5.13M +18 +6%
WPP
55
Whalerock Point Partners
Rhode Island
$101M – – –
Renaissance Technologies
56
Renaissance Technologies
New York
$97.6M -$11.7M -41 -11%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$95.2M +$91.1M +320 New
American Century Companies
58
American Century Companies
Missouri
$80.1M – – –
HIC
59
Hartline Investment Corp
Illinois
$79.2M -$285K -1 -0.4%
GF
60
Gabelli Funds
New York
$77.4M -$3.13M -11 -4%
UBS Group
61
UBS Group
Switzerland
$77.1M -$854K -3 -1%
Northern Trust
62
Northern Trust
Illinois
$76.5M -$32.5M -114 -31%
VAM
63
Vontobel Asset Management
New York
$76.2M – – –
CBOA
64
Commonwealth Bank of Australia
Australia
$72.6M -$16.2M -57 -19%
Brown Advisory
65
Brown Advisory
Maryland
$72.3M -$3.7M -13 -5%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$68.4M – – –
VF
67
Virtu Financial
New York
$66.1M +$11.1M +39 +21%
Creative Planning
68
Creative Planning
Kansas
$65.4M -$6.55M -23 -9%
RC
69
RBF Capital
California
$64.9M – – –
Franklin Resources
70
Franklin Resources
California
$62.8M -$285K -1 -0.5%
FAM
71
Fenimore Asset Management
New York
$59.8M -$285K -1 -0.5%
SBWM
72
Sunflower Bank Wealth Management
Arizona
$53.9M -$854K -3 -2%
HighTower Advisors
73
HighTower Advisors
Illinois
$53.3M -$570K -2 -1%
PFO
74
Pathstone Family Office
New Jersey
$51.5M -$5.13M -18 -9%
SF
75
Synovus Financial
Georgia
$47.3M +$44.4M +156 +5,200%
1 2
3
4 5

BRK.A Hedge Fund Activity: Q4 2017 in Review

872 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2017, worth a combined $43.4B — up 8.5% from $40B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.A positions and 24 closed out — a net gain of 60 holders — while 75 added to existing stakes and 115 trimmed.

The largest buyer was Silchester International Investors, opening a new position worth an estimated $2.18B. The largest seller was Financial Advisory Group, cutting an estimated $1.96B.

  • 872 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2017, up from 821 in Q3 2017.
  • Funds reported $43.4B of Berkshire Hathaway Class A stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class A positions in Q4 2017 and 24 closed out, a net change of +60 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2017 was Silchester International Investors, an estimated $2.18B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2017 was Financial Advisory Group, an estimated $1.96B sold.

Based on aggregated 13F filings for Q4 2017.