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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
SCM
751
Schnieders Capital Management
California
$255K – – –
SIA
752
SeaBridge Investment Advisors
New Jersey
$255K – – –
SAM
753
Security Asset Management
New York
$255K – – –
SNBOSD
754
Security National Bank of So Dak
Iowa
$255K – – –
SCP
755
Seizert Capital Partners
Michigan
$255K – – –
SHJ
756
Sharkey, Howes & Javer
Colorado
$255K – – –
SSWM
757
Smith Salley Wealth Management
North Carolina
$255K – – –
SAM
758
Solaris Asset Management
New York
$255K – – –
SCM
759
SOL Capital Management
Maryland
$255K – – –
SFA
760
Staton Financial Advisors
North Carolina
$255K – – –
SCM
761
Steadfast Capital Management
New York
$255K – – –
SCP
762
Steamboat Capital Partners
New York
$255K – – –
SYBT
763
Stock Yards Bank & Trust
Kentucky
$255K – – –
TTWM
764
TCV Trust & Wealth Management
Virginia
$255K – – –
TF
765
Tompkins Financial
New York
$255K – – –
TCM
766
Tufton Capital Management
Maryland
$255K – – –
VHAM
767
Van Hulzen Asset Management
California
$255K – – –
VWM
768
Venturi Wealth Management
Texas
$255K – – –
VCM
769
Vision Capital Management
Oregon
$255K – – –
VWA
770
V Wealth Advisors
Kansas
$255K – – –
WPC
771
Waters Parkerson & Co
Louisiana
$255K – – –
WI
772
Wedgewood Investors
Pennsylvania
$255K – – –
WDA
773
Wendell David Associates
New Hampshire
$255K – – –
WA
774
WFG Advisors
Texas
$255K – – –
WSFS
775
Wilmington Savings Fund Society
Delaware
$255K – – –
29 30
31
32 33

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.