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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
EDRIA
851
Edmonds Duncan Registered Investment Advisors
Kansas
$297K – – –
GC
852
Gibson Capital
Pennsylvania
$297K – – –
JFL
853
Jarislowsky, Fraser Ltd
Quebec, Canada
$297K – – –
LWAC
854
Laurel Wealth Advisors (California)
California
$297K – – –
MRCM
855
M&R Capital Management
New Jersey
$297K – – –
TCCM
856
Timber Creek Capital Management
Massachusetts
$297K – – –
TPWA
857
TRUE Private Wealth Advisors
Oregon
$297K – – –
MCM
858
Monument Capital Management
Virginia
$297K +$285K +1 New
YWP
859
YorkBridge Wealth Partners
New York
$296K – – –
PGWM
860
Parisi Gray Wealth Management
New Jersey
$296K +$285K +1 New
WS
861
Wedbush Securities
California
$293K – – –
OC
862
Oakworth Capital
Alabama
$292K – – –
AIP
863
Ameritas Investment Partners
Nebraska
$30K – – –
AMCA
864
Arthur M. Cohen & Associates
Illinois
$15K +$14M +49 New
RCG
865
Ruggie Capital Group
Florida
$12K – – –
FDCDDQ
866
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.93K +$570K +2 +200%
Kovitz Investment Group Partners
867
Kovitz Investment Group Partners
Illinois
$3.57K – – –
CCT
868
Capital City Trust
Florida
$298 – – –
DAM
869
Diamant Asset Management
Connecticut
$298 +$285K +1 New
PCG
870
Private Capital Group
Connecticut
$298 +$285K +1 New
IP
871
Intellectus Partners
California
– -$102K -800 Closed
MIM
872
Marco Investment Management
Georgia
– -$1.1M -400 Closed
FANJ
873
Financial Architects (New Jersey)
New Jersey
– -$824K -300 Closed
Arrowstreet Capital
874
Arrowstreet Capital
Massachusetts
– -$24.5M -89 Closed
Parallax Volatility Advisers
875
Parallax Volatility Advisers
California
– -$19.5M -71 Closed
32 33 34
35
36

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.