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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
RTS
776
Round Table Services
New Jersey
-$3.69M -17 Closed
EPIM
777
Equinox Partners Investment Management
Connecticut
-$3.47M -16 Closed
Deutsche Bank
778
Deutsche Bank
Germany
-$3.07M -14 -36%
BA
779
BKS Advisors
Michigan
-$1.08M -5 Closed
CAM
780
Concorde Asset Management
Michigan
-$868K -4 Closed
SFM
781
Signature Financial Management
Virginia
-$868K -4 Closed
AT
782
Arden Trust
Delaware
-$651 -3 Closed
Geode Capital Management
783
Geode Capital Management
Massachusetts
-$650K -3 Closed
JFA
784
JNBA Financial Advisors
Minnesota
-$651K -3 Closed
MA
785
MCF Advisors
Kentucky
-$651K -3 Closed
PP
786
Paloma Partners
Connecticut
-$651K -3 Closed
GS
787
GAM Systematic
United Kingdom
-$434K -2 Closed
RCAMU
788
Rothschild & Co Asset Management US
Connecticut
-$434K -2 Closed
ATC
789
Adirondack Trust Company
New York
-$217K -1 Closed
AP
790
Appleton Partners
Massachusetts
-$217K -1 Closed
BHTS
791
Bar Harbor Trust Services
Maine
-$217K -1 Closed
ED
792
Exane Derivatives
France
-$217K -1 Closed
FC
793
Financial Consulate
Maryland
-$217K -1 Closed
HW
794
Hedeker Wealth
Illinois
-$216K -1 Closed
JFA
795
Johanson Financial Advisors
California
-$217K -1 Closed
KA
796
Kovack Advisors
Florida
-$217K -1 Closed
LCS
797
Levin Capital Strategies
New York
-$217K -1 Closed
LW
798
Linscomb Wealth
Texas
-$217K -1 Closed
LCM
799
LVM Capital Management
Michigan
-$217K -1 Closed
MWM
800
Merriman Wealth Management
Washington
-$217K -1 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.