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Berkshire Hathaway Class A
BRK.A

872 hedge funds and large institutions have $43.4B invested in Berkshire Hathaway Class A in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 87 → 95 (+8)

9% more capital invested

Capital invested by funds: $40B → $43.4B (+$3.41B)

6% more funds holding

Funds holding: 821 → 872 (+51)

0.9% more ownership

Funds ownership: 22.65% → 23.55% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 115

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.77%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.15%
New
84
Increased
75
Reduced
115
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SII
Silchester International Investors
United Kingdom
+$2.18B
2
VCP
Vista Capital Partners
Oregon
+$740M
3
MAA
Mraz Amerine & Associates
California
+$226M
4
Swedbank
Swedbank
Sweden
+$222M
5
Capital World Investors
Capital World Investors
California
+$191M

Top Sellers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
-$1.96B
2
BBHC
Brown Brothers Harriman & Co
New York
-$118M
3
SEI Investments
SEI Investments
Pennsylvania
-$43.9M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$42.2M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
776
Oxbow Advisors
Texas
$298K – – –
PA
777
Parallel Advisors
California
$298K – – –
PR
778
Payden & Rygel
California
$298K – – –
PHS
779
Pekin Hardy Strauss
Illinois
$298K – – –
PWM
780
Perigon Wealth Management
California
$298K – – –
PCTC
781
Perkins Coie Trust Company
Washington
$298K – – –
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$298K – – –
PMFA
783
Plante Moran Financial Advisors
Michigan
$298K – – –
PGA
784
Portland Global Advisors
Maine
$298K – – –
PWP
785
Private Wealth Partners
California
$298K – – –
QCI
786
Quaker Capital Investments
Pennsylvania
$298K – – –
RGIA
787
Rainier Group Investment Advisory
Washington
$298K – – –
RFA
788
Reilly Financial Advisors
California
$298K – – –
RMCM
789
Reynders McVeigh Capital Management
Massachusetts
$298K – – –
RG
790
Rikoon Group
New Mexico
$298K – – –
RTS
791
Round Table Services
New Jersey
$298K – – –
SHGA
792
Sand Hill Global Advisors
California
$298K – – –
SSB
793
Sandy Spring Bank
Maryland
$298K – – –
SFSIG
794
San Francisco Sentry Investment Group
California
$298K – – –
SRIM
795
Saratoga Research & Investment Management
California
$298K – – –
SCM
796
Schnieders Capital Management
California
$298K – – –
SAM
797
Security Asset Management
New York
$298K – – –
SNBOSD
798
Security National Bank of So Dak
Iowa
$298K – – –
SCP
799
Seizert Capital Partners
Michigan
$298K – – –
SG Americas Securities
800
SG Americas Securities
New York
$298K – – –
30 31
32
33 34

BRK.A Hedge Fund Activity: Q4 2017 in Review

872 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2017, worth a combined $43.4B — up 8.5% from $40B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.A positions and 24 closed out — a net gain of 60 holders — while 75 added to existing stakes and 115 trimmed.

The largest buyer was Silchester International Investors, opening a new position worth an estimated $2.18B. The largest seller was Financial Advisory Group, cutting an estimated $1.96B.

  • 872 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2017, up from 821 in Q3 2017.
  • Funds reported $43.4B of Berkshire Hathaway Class A stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class A positions in Q4 2017 and 24 closed out, a net change of +60 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2017 was Silchester International Investors, an estimated $2.18B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2017 was Financial Advisory Group, an estimated $1.96B sold.

Based on aggregated 13F filings for Q4 2017.