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Berkshire Hathaway Class 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: 7475 (+1)

2% more capital invested

Capital invested by funds: $31.5B → $32B (+$488M)

1% less funds holding

Funds holding: 780773 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WI
751
Wedgewood Investors
Pennsylvania
$216K
WDA
752
Wendell David Associates
New Hampshire
$216K
WSFS
753
Wilmington Savings Fund Society
Delaware
$216K
WA1
754
Wimmer Associates 1
California
$216K
BAMCO Inc
755
BAMCO Inc
New York
$216K +$219K +1 New
CCA
756
Checchi Capital Advisers
California
$216K +$219K +1 New
CCM
757
Covington Capital Management
California
$216K +$219K +1 New
EWM
758
Empirical Wealth Management
Washington
$216K +$219K +1 New
FA
759
FDx Advisors
Illinois
$216K +$219K +1 New
FPCP
760
Fort Point Capital Partners
California
$216K +$219K +1 New
HNB
761
Huntington National Bank
Ohio
$216K +$219K +1 New
PWM
762
Perigon Wealth Management
California
$216K +$219K +1 New
RFA
763
Reilly Financial Advisors
California
$216K +$219K +1 New
QCI
764
Quaker Capital Investments
Pennsylvania
$215K
CWM
765
Cornerstone Wealth Management
Missouri
$215K +$219K +1 New
VFA
766
Voya Financial Advisors
Connecticut
$215K +$219K +1 New
Wolverine Trading
767
Wolverine Trading
Illinois
$215K +$219K +1 New
TPWA
768
TRUE Private Wealth Advisors
Oregon
$214K
SI
769
Sentry Investments
Ontario, Canada
$154K +$1.75M +8 +1%
WDL
770
Well Done LLC
Michigan
$6K
SIC
771
Salem Investment Counselors
North Carolina
$28 -$877K -4 -24%
SBL
772
Sargent Bickham Lagudis
Colorado
-$3.25M -1,401 Closed
IC
773
Immersion Capital
United Kingdom
-$15.2M -70 Closed
JC
774
JBF Capital
Colorado
-$11.9M -55 Closed
CRC
775
Curi RMB Capital
Illinois
-$6.51M -30 Closed

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.