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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
+$61.2B |
| 2 |
Cerity Partners
New York
|
+$867M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$399M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$282M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$235M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$19.5B |
| 2 |
SCM
Stonebridge Capital Management
Los Angeles,
California
|
-$2.24B |
| 3 |
BlackRock
New York
|
-$220M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$124M |
| 5 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$105M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
826
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| – | -$250K | -1 | Closed |
|
|
CS
827
Comerica Securities
Detroit,
Michigan
| – | -$250K | -1 | Closed |
|
|
GIM
828
Greenwich Investment Management
Norwalk,
Connecticut
| – | -$249K | -1 | Closed |
|
|
JIR
829
James Investment Research
Alpha,
Ohio
| – | -$250K | -1 | Closed |
|
|
RCAG
830
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$250K | -1 | Closed |
|
|
TC
831
Telemus Capital
Southfield,
Michigan
| – | -$250K | -1 | Closed |
|
832
Barclays
London,
United Kingdom
| – | +$1.25M | +5 | +167% |
|
833
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$9.24M | +37 | +106% |
|
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.