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Berkshire Hathaway Class A
BRK.A

809 hedge funds and large institutions have $35.7B invested in Berkshire Hathaway Class A in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 140 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

9.1% more ownership

Funds ownership: 26.17% → 35.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 85 → 88 (+3)

1% more funds holding

Funds holding: 803 → 809 (+6)

1% less capital invested

Capital invested by funds: $36.1B → $35.7B (-$367M)

47% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 140

Holders
809
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
20.14%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
2.19%
New
41
Increased
74
Reduced
140
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$19.6B
2
CAM
Columbia Asset Management
Michigan
+$7.62B
3
SCM
Stonebridge Capital Management
California
+$2.25B
4
BlackRock
BlackRock
New York
+$550M
5
Norges Bank
Norges Bank
Norway
+$79.5M

Top Sellers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$7.12B
2
Capital World Investors
Capital World Investors
California
-$846M
3
TI
Truepoint Inc
Ohio
-$339M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$175M
5
Wolverine Trading
Wolverine Trading
Illinois
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
776
Wendell David Associates
New Hampshire
$250K – – –
WA
777
WFG Advisors
Texas
$250K – – –
WSFS
778
Wilmington Savings Fund Society
Delaware
$250K – – –
WA1
779
Wimmer Associates 1
California
$250K – – –
YMRC
780
Yorktown Management & Research Company
Virginia
$250K – – –
ACS
781
Archford Capital Strategies
Illinois
$250K +$251K +1 New
CIA
782
Capital Investment Advisors
Georgia
$250K +$251K +1 New
GAG
783
GM Advisory Group
New York
$250K +$251K +1 New
OFW
784
Omnia Family Wealth
Florida
$250K +$251K +1 New
SBL
785
Sargent Bickham Lagudis
Colorado
$250K +$251K +1 New
SAM
786
Solaris Asset Management
New York
$250K +$251K +1 New
ZCA
787
Zeke Capital Advisors
Pennsylvania
$250K +$251K +1 New
TBA
788
Tower Bridge Advisors
Pennsylvania
$250K – – –
WEC
789
Winslow Evans & Crocker
Massachusetts
$250K – – –
B
790
Bridgeworth
Alabama
$249K – – –
GC
791
Gibson Capital
Pennsylvania
$249K – – –
HAFS
792
Hapanowicz & Associates Financial Services
Pennsylvania
$249K – – –
LWAC
793
Laurel Wealth Advisors (California)
California
$249K – – –
LFAS
794
Level Four Advisory Services
Texas
$249K – – –
MRCM
795
M&R Capital Management
New Jersey
$249K – – –
PFS
796
Prospera Financial Services
Texas
$249K – – –
TCCM
797
Timber Creek Capital Management
Massachusetts
$249K – – –
TPWA
798
TRUE Private Wealth Advisors
Oregon
$249K – – –
UWPG
799
Ullmann Wealth Partners Group
Florida
$249K – – –
YWP
800
YorkBridge Wealth Partners
New York
$249K – – –
30 31
32
33 34

BRK.A Hedge Fund Activity: Q1 2017 in Review

809 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2017, worth a combined $35.7B — down 1% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 25 closed out — a net gain of 16 holders — while 74 added to existing stakes and 140 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $19.6B. The largest seller was Hirtle Callaghan & Co, cutting an estimated $7.12B.

  • 809 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2017, up from 803 in Q4 2016.
  • Funds reported $35.7B of Berkshire Hathaway Class A stock for Q1 2017, down 1% quarter-over-quarter.
  • 41 funds opened new Berkshire Hathaway Class A positions in Q1 2017 and 25 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2017 was MML Investors Services, an estimated $19.6B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2017 was Hirtle Callaghan & Co, an estimated $7.12B sold.

Based on aggregated 13F filings for Q1 2017.