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Berkshire Hathaway Class A
BRK.A

821 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $36.4B → $40B (+$3.54B)

5% more funds holding in top 10

Funds holding in top 10: 83 → 87 (+4)

2% more funds holding

Funds holding: 803 → 821 (+18)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 109

33.89% less ownership

Funds ownership: 56.54% → 22.65% (-34%)

Holders
821
Holders Change
+18
Holders Change %
+2.24%
% of All Funds
20.46%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
75
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
+$1.83B
2
PV
Private Vista
Illinois
+$1.65B
3
Capital World Investors
Capital World Investors
California
+$566M
4
IP
Intellectus Partners
California
+$212M
5
DZ Bank
DZ Bank
Germany
+$142M

Top Sellers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
-$65.1B
2
Cerity Partners
Cerity Partners
New York
-$922M
3
TA
Tiedemann Advisors
New York
-$159M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Renaissance Technologies
Renaissance Technologies
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
76
Chou Associates Management
Ontario, Canada
$41.2M – – –
CCM
77
Check Capital Management
California
$40.7M +$531K +2 +1%
SCM
78
Sirios Capital Management
Massachusetts
$40.4M +$23.4M +88 +149%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$38.5M -$531K -2 -1%
ZIG
80
Zurich Insurance Group
Switzerland
$36.5M -$1.06M -4 -3%
WDL
81
Well Done LLC
Michigan
$36.5M – – –
AAMU
82
Amundi Asset Management US
Massachusetts
$35.7M – – –
SB
83
Suntrust Banks
Georgia
$33.5M – – –
UBS AM
84
UBS AM
Illinois
$33.2M -$2.39M -9 -7%
DAM
85
Davis Asset Management
California
$33M – – –
Canada Life
86
Canada Life
Manitoba, Canada
$32.3M -$3.45M -13 -10%
EU
87
Emory University
Georgia
$32.1M – – –
OCAM
88
Onex Canada Asset Management
Ontario, Canada
$32.1M +$31M +117 New
SOMRS
89
State of Michigan Retirement System
Michigan
$31.9M – – –
GAI
90
General American Investors
New York
$30.2M – – –
AIA
91
Avalon Investment & Advisory
Texas
$29.7M +$28.7M +108 New
PPA
92
Parametric Portfolio Associates
Washington
$28.6M +$25.2M +95 +1,056%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$28M +$2.39M +9 +10%
Goldman Sachs
94
Goldman Sachs
New York
$26.1M – – –
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$26.1M – – –
RJA
96
Raymond James & Associates
Florida
$25.8M +$1.33M +5 +6%
NO
97
Ninety One
South Africa
$25M – – –
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$24.5M +$2.65M +10 +13%
SAIG
99
Semper Augustus Investments Group
Colorado
$23.6M – – –
DADC
100
D.A. Davidson & Co
Montana
$23.1M -$2.39M -9 -10%
2 3
4
5 6

BRK.A Hedge Fund Activity: Q3 2017 in Review

821 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2017, worth a combined $40B — up 9.7% from $36.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BRK.A positions and 26 closed out — a net gain of 27 holders — while 75 added to existing stakes and 109 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $1.83B. The largest seller was Norris Perne & French, cutting an estimated $65.1B.

  • 821 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2017, up from 803 in Q2 2017.
  • Funds reported $40B of Berkshire Hathaway Class A stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 53 funds opened new Berkshire Hathaway Class A positions in Q3 2017 and 26 closed out, a net change of +27 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2017 was Financial Advisory Group, an estimated $1.83B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2017 was Norris Perne & French, an estimated $65.1B sold.

Based on aggregated 13F filings for Q3 2017.