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Berkshire Hathaway Class A
BRK.A

821 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $36.4B → $40B (+$3.54B)

5% more funds holding in top 10

Funds holding in top 10: 83 → 87 (+4)

2% more funds holding

Funds holding: 803 → 821 (+18)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 109

33.89% less ownership

Funds ownership: 56.54% → 22.65% (-34%)

Holders
821
Holders Change
+18
Holders Change %
+2.24%
% of All Funds
20.46%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
75
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
+$1.83B
2
PV
Private Vista
Illinois
+$1.65B
3
Capital World Investors
Capital World Investors
California
+$566M
4
IP
Intellectus Partners
California
+$212M
5
DZ Bank
DZ Bank
Germany
+$142M

Top Sellers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
-$65.1B
2
Cerity Partners
Cerity Partners
New York
-$922M
3
TA
Tiedemann Advisors
New York
-$159M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Renaissance Technologies
Renaissance Technologies
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
776
Stonebridge Capital Management
California
$275K – – –
TTWM
777
TCV Trust & Wealth Management
Virginia
$275K – – –
TF
778
Tompkins Financial
New York
$275K – – –
TCM
779
Tufton Capital Management
Maryland
$275K – – –
VHAM
780
Van Hulzen Asset Management
California
$275K – – –
VCM
781
Vision Capital Management
Oregon
$275K – – –
VFA
782
Voya Financial Advisors
Connecticut
$275K – – –
WPC
783
Waters Parkerson & Co
Louisiana
$275K – – –
WAM
784
Wealthspire Advisors (Maryland)
Maryland
$275K – – –
WI
785
Wedgewood Investors
Pennsylvania
$275K – – –
WDA
786
Wendell David Associates
New Hampshire
$275K – – –
WSFS
787
Wilmington Savings Fund Society
Delaware
$275K – – –
WA1
788
Wimmer Associates 1
California
$275K – – –
YWP
789
YorkBridge Wealth Partners
New York
$275K – – –
YMRC
790
Yorktown Management & Research Company
Virginia
$275K – – –
ZCA
791
Zeke Capital Advisors
Pennsylvania
$275K – – –
CCM
792
Chilton Capital Management
Texas
$275K +$265K +1 New
CHAM
793
Clear Harbor Asset Management
Connecticut
$275K +$265K +1 New
CI
794
Cowen Inc
New York
$275K +$265K +1 New
EA
795
Evanston Advisors
Illinois
$275K +$265K +1 New
FLPIM
796
F.L. Putnam Investment Management
Massachusetts
$275K +$265K +1 New
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$275K +$265K +1 New
MWPCG
798
Measured Wealth Private Client Group
New Hampshire
$275K +$265K +1 New
MFW
799
Mosaic Family Wealth
Missouri
$275K +$265K +1 New
NPC
800
National Planning Corporation
California
$275K +$265K +1 New
30 31
32
33 34

BRK.A Hedge Fund Activity: Q3 2017 in Review

821 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2017, worth a combined $40B — up 9.7% from $36.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BRK.A positions and 26 closed out — a net gain of 27 holders — while 75 added to existing stakes and 109 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $1.83B. The largest seller was Norris Perne & French, cutting an estimated $65.1B.

  • 821 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2017, up from 803 in Q2 2017.
  • Funds reported $40B of Berkshire Hathaway Class A stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 53 funds opened new Berkshire Hathaway Class A positions in Q3 2017 and 26 closed out, a net change of +27 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2017 was Financial Advisory Group, an estimated $1.83B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2017 was Norris Perne & French, an estimated $65.1B sold.

Based on aggregated 13F filings for Q3 2017.