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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
NFP
726
Narus Financial Partners
Utah
$255K
NEPWA
727
New England Private Wealth Advisors
Massachusetts
$255K
NB
728
Nicolet Bankshares
Wisconsin
$255K
NOCM
729
Night Owl Capital Management
Connecticut
$255K
NP
730
NorthRock Partners
Minnesota
$255K
NL
731
NWAM LLC
Washington
$255K
OC
732
Oakworth Capital
Alabama
$255K
OFW
733
Omnia Family Wealth
Florida
$255K
OA
734
Oxbow Advisors
Texas
$255K
PR
735
Payden & Rygel
California
$255K
PHS
736
Pekin Hardy Strauss
Illinois
$255K
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$255K
PMFA
738
Plante Moran Financial Advisors
Michigan
$255K
PGA
739
Portland Global Advisors
Maine
$255K
PWP
740
Private Wealth Partners
California
$255K
ProShare Advisors
741
ProShare Advisors
Maryland
$255K
QCI
742
Quaker Capital Investments
Pennsylvania
$255K
RGIA
743
Rainier Group Investment Advisory
Washington
$255K
RFA
744
Reilly Financial Advisors
California
$255K
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$255K
RBC
746
Ronald Blue & Co
Georgia
$255K
RWP
747
RWA Wealth Partners
Massachusetts
$255K
SHGA
748
Sand Hill Global Advisors
California
$255K
SSB
749
Sandy Spring Bank
Maryland
$255K
SRIM
750
Saratoga Research & Investment Management
California
$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.