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Berkshire Hathaway Class A
BRK.A

803 hedge funds and large institutions have $36.1B invested in Berkshire Hathaway Class A in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 74 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 34

13% more funds holding in top 10

Funds holding in top 10: 75 → 85 (+10)

13% more capital invested

Capital invested by funds: $32B → $36.1B (+$4.16B)

4% more funds holding

Funds holding: 773 → 803 (+30)

1.33% less ownership

Funds ownership: 27.5% → 26.17% (-1.3%)

35% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 113

Holders
803
Holders Change
+30
Holders Change %
+3.88%
% of All Funds
20.07%
Holding in Top 10
85
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.33%
% of All Funds
2.13%
New
70
Increased
74
Reduced
113
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$6.55B
2
WIC
Woodmont Investment Counsel
Tennessee
+$3.78B
3
TI
Truepoint Inc
Ohio
+$316M
4
Wolverine Trading
Wolverine Trading
Illinois
+$172M
5
Invesco
Invesco
Georgia
+$123M

Top Sellers

Rank Fund Capital Flow
1
LS
Livforsakringsbolaget Skandia
Sweden
-$2.84B
2
RCG
Ruane, Cunniff & Goldfarb
New York
-$272M
3
BIM
Barton Investment Management
Pennsylvania
-$228M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$131M
5
TAM
Troy Asset Management
United Kingdom
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40M – – –
Canada Life
77
Canada Life
Manitoba, Canada
$37.5M -$3.46M -15 -9%
TU
78
TDAM USA
Ontario, Canada
$37.4M – – –
CAM
79
Chou Associates Management
Ontario, Canada
$36.6M – – –
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$36.4M +$3.92M +17 +13%
ZIG
81
Zurich Insurance Group
Switzerland
$33.7M -$692K -3 -2%
WDL
82
Well Done LLC
Michigan
$33.2M -$462K -2 -1%
UBS AM
83
UBS AM
Illinois
$32.7M -$1.85M -8 -6%
SB
84
Suntrust Banks
Georgia
$29.8M -$231K -1 -0.8%
DAM
85
Davis Asset Management
California
$28.6M – – –
EU
86
Emory University
Georgia
$28.6M +$27M +117 New
SOMRS
87
State of Michigan Retirement System
Michigan
$28.3M – – –
GAI
88
General American Investors
New York
$26.9M – – –
IR
89
IAT Reinsurance
New York
$25.9M – – –
BIM
90
BlackRock Investment Management
Delaware
$24.2M – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$23.9M – – –
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$23.4M – – –
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$23.2M – – –
BC
94
Bartlett & Co
Ohio
$22.7M – – –
DADC
95
D.A. Davidson & Co
Montana
$22.5M +$3.23M +14 +18%
NO
96
Ninety One
South Africa
$22.2M – – –
SAIG
97
Semper Augustus Investments Group
Colorado
$21M – – –
Goldman Sachs
98
Goldman Sachs
New York
$20.8M -$1.15M -5 -6%
SMI
99
Shelter Mutual Insurance
Missouri
$20.8M – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$20.5M +$12.7M +55 +190%
2 3
4
5 6

BRK.A Hedge Fund Activity: Q4 2016 in Review

803 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2016, worth a combined $36.1B — up 13% from $32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BRK.A positions and 34 closed out — a net gain of 36 holders — while 74 added to existing stakes and 113 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $6.55B. The largest seller was Livforsakringsbolaget Skandia, cutting an estimated $2.84B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2016, up from 773 in Q3 2016.
  • Funds reported $36.1B of Berkshire Hathaway Class A stock for Q4 2016, up 13% quarter-over-quarter.
  • 70 funds opened new Berkshire Hathaway Class A positions in Q4 2016 and 34 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2016 was Hirtle Callaghan & Co, an estimated $6.55B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2016 was Livforsakringsbolaget Skandia, an estimated $2.84B sold.

Based on aggregated 13F filings for Q4 2016.