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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$19.6B |
| 2 |
CAM
Columbia Asset Management
Ann Arbor,
Michigan
|
+$7.62B |
| 3 |
SCM
Stonebridge Capital Management
Los Angeles,
California
|
+$2.25B |
| 4 |
BlackRock
New York
|
+$550M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$79.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$7.12B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$846M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$339M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$175M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$144M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
826
Tealwood Asset Management
Minneapolis,
Minnesota
| – | -$488K | -2 | Closed |
|
|
EWM
827
Empirical Wealth Management
Seattle,
Washington
| – | -$244K | -1 | Closed |
|
|
HCIA
828
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$244K | -1 | Closed |
|
|
RCM
829
RB Capital Management
Reno,
Nevada
| – | -$244K | -1 | Closed |
|
|
RCA
830
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$244K | -1 | Closed |
|
|
SFG
831
SNS Financial Group
Minneapolis,
Minnesota
| – | -$244K | -1 | Closed |
|
|
WAM
832
Weatherly Asset Management
Del Mar,
California
| – | -$244K | -1 | Closed |
|
833
Barclays
London,
United Kingdom
| – | +$251K | +1 | +50% |
|
834
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$4.26M | +17 | +94% |
|
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.