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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
809
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
20.14%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
2.19%
New
41
Increased
74
Reduced
140
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$19.6B
2
CAM
Columbia Asset Management
Michigan
+$7.62B
3
SCM
Stonebridge Capital Management
California
+$2.25B
4
BlackRock
BlackRock
New York
+$550M
5
Norges Bank
Norges Bank
Norway
+$79.5M

Top Sellers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$7.12B
2
Capital World Investors
Capital World Investors
California
-$846M
3
TI
Truepoint Inc
Ohio
-$339M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$175M
5
Wolverine Trading
Wolverine Trading
Illinois
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M – – –
TU
77
TDAM USA
Ontario, Canada
$38.2M – – –
CAM
78
Chou Associates Management
Ontario, Canada
$37.5M – – –
Canada Life
79
Canada Life
Manitoba, Canada
$37M -$1.25M -5 -3%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$36M -$1.25M -5 -3%
ZIG
81
Zurich Insurance Group
Switzerland
$35M +$502K +2 +1%
WDL
82
Well Done LLC
Michigan
$33.7M -$251K -1 -0.7%
UBS AM
83
UBS AM
Illinois
$33M -$502K -2 -1%
SB
84
Suntrust Banks
Georgia
$30.2M -$251K -1 -0.8%
DAM
85
Davis Asset Management
California
$30M +$753K +3 +3%
EU
86
Emory University
Georgia
$29.2M – – –
SOMRS
87
State of Michigan Retirement System
Michigan
$29M – – –
VKH
88
Virtu KCG Holdings
New York
$28.7M +$14.3M +57 +98%
GAI
89
General American Investors
New York
$27.5M – – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$25.2M +$753K +3 +3%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$24M – – –
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$23.7M – – –
DADC
93
D.A. Davidson & Co
Montana
$23M – – –
NO
94
Ninety One
South Africa
$22.8M – – –
SAIG
95
Semper Augustus Investments Group
Colorado
$21.5M – – –
RJA
96
Raymond James & Associates
Florida
$21.2M +$753K +3 +4%
BC
97
Bartlett & Co
Ohio
$20.7M -$2.51M -10 -11%
LWCA
98
Locust Wood Capital Advisers
New York
$20.7M – – –
IR
99
IAT Reinsurance
New York
$20.5M -$6.02M -24 -23%
M2MC
100
Matthew 25 Management Corp
Pennsylvania
$20.5M -$251K -1 -1%
2 3
4
5 6

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.