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Berkshire Hathaway Class 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: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
801
IHT Wealth Management
Illinois
$3 +$250K +1 New
CGT
802
Capital Guardian Trust
California
-$20M -80 Closed
VCM
803
Vivaldi Capital Management
Illinois
-$12.5M -50 Closed
PAI
804
Pittenger & Anderson Inc
Nebraska
-$10.7M -43 Closed
GMA
805
Goldstein Munger & Associates
California
-$7.25M -29 Closed
Mackenzie Financial
806
Mackenzie Financial
Ontario, Canada
-$5.5M -22 Closed
ISL
807
Ingalls & Snyder LLC
New York
-$4.75M -19 Closed
HCC
808
Hirtle Callaghan & Co
Pennsylvania
-$2.5M -10 Closed
Bank of Nova Scotia
809
Bank of Nova Scotia
Ontario, Canada
-$1.75M -7 Closed
Marshall Wace
810
Marshall Wace
United Kingdom
-$1.75M -7 Closed
CBTWT
811
Community Bank & Trust (Waco, Texas)
Texas
-$1.5M -6 Closed
Fiera Capital (Canada)
812
Fiera Capital (Canada)
Quebec, Canada
-$1.25M -5 Closed
CWM
813
Concert Wealth Management
California
-$976K -4 Closed
G
814
GenTrust
Florida
-$999K -4 Closed
HHGA
815
Halbert Hargrove Global Advisors
California
-$999K -4 Closed
BB
816
Busey Bank
Illinois
-$750K -3 Closed
MCM
817
Maple Capital Management
Vermont
-$750K -3 Closed
ACP
818
Arcus Capital Partners
Georgia
-$500K -2 Closed
CA
819
CapWealth Advisors
Tennessee
-$500K -2 Closed
HCM
820
Hengehold Capital Management
Ohio
-$500K -2 Closed
MWM
821
Mission Wealth Management
California
-$500K -2 Closed
N
822
Natixis
France
-$500K -2 Closed
ACM
823
Argent Capital Management
Missouri
-$250K -1 Closed
AWM
824
Avior Wealth Management
Nebraska
-$250K -1 Closed
BFC
825
Blue Fin Capital
Rhode Island
-$250K -1 Closed

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.