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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
WA1
776
Wimmer Associates 1
California
$255K – – –
YMRC
777
Yorktown Management & Research Company
Virginia
$255K – – –
ZCA
778
Zeke Capital Advisors
Pennsylvania
$255K – – –
CRC
779
Curi RMB Capital
Illinois
$255K +$250K +1 New
DJSG
780
D.J. St. Germain
Massachusetts
$255K +$250K +1 New
Mirae Asset Global Investments
781
Mirae Asset Global Investments
South Korea
$255K +$250K +1 New
PCTC
782
Perkins Coie Trust Company
Washington
$255K +$250K +1 New
RTS
783
Round Table Services
New Jersey
$255K +$250K +1 New
SFSIG
784
San Francisco Sentry Investment Group
California
$255K +$250K +1 New
WAM
785
Wealthspire Advisors (Maryland)
Maryland
$255K +$250K +1 New
GAMC
786
Garner Asset Management Corp
Texas
$255K +$25M +100 New
WEC
787
Winslow Evans & Crocker
Massachusetts
$255K -$250K -1 -50%
TBA
788
Tower Bridge Advisors
Pennsylvania
$255K – – –
VFA
789
Voya Financial Advisors
Connecticut
$254K -$250K -1 -50%
GC
790
Gibson Capital
Pennsylvania
$254K – – –
JFL
791
Jarislowsky, Fraser Ltd
Quebec, Canada
$254K – – –
LWAC
792
Laurel Wealth Advisors (California)
California
$254K – – –
RG
793
Rikoon Group
New Mexico
$254K – – –
TCCM
794
Timber Creek Capital Management
Massachusetts
$254K – – –
TPWA
795
TRUE Private Wealth Advisors
Oregon
$254K – – –
UWPG
796
Ullmann Wealth Partners Group
Florida
$254K – – –
NCM
797
New Capital Management
Texas
$250K – – –
LFAS
798
Level Four Advisory Services
Texas
$249K – – –
FDCDDQ
799
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55K – – –
CT
800
Chicago Trust
Illinois
$255 +$250K +1 New
30 31
32
33 34

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.