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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
William Blair & Company
101
William Blair & Company
Illinois
$20.3M – – –
Goldman Sachs
102
Goldman Sachs
New York
$20.2M -$1M -4 -5%
CT
103
Cambridge Trust
Massachusetts
$20.2M +$502K +2 +3%
CGT
104
Capital Guardian Trust
California
$20M – – –
SMI
105
Shelter Mutual Insurance
Missouri
$19.7M -$1.51M -6 -7%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$18.7M – – –
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$18.4M – – –
FDCC
108
Foster Dykema Cabot & Co
Massachusetts
$18M – – –
DWA
109
Douglass Winthrop Advisors
New York
$17.5M -$502K -2 -3%
CC
110
Cannell & Co
New York
$15.7M – – –
AL
111
Agran Libbie
California
$15.5M – – –
HCM
112
Howland Capital Management
Massachusetts
$15.2M – – –
SAM
113
Silvercrest Asset Management
New York
$15.2M – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$15.2M +$5.27M +21 +53%
V
115
Veritable
Delaware
$15M -$1M -4 -6%
WT
116
Whittier Trust
California
$14.7M -$1.51M -6 -9%
TM
117
Tikvah Management
North Carolina
$14.5M -$2.51M -10 -15%
AMCA
118
Arthur M. Cohen & Associates
Illinois
$14.5M – – –
SSCM
119
Summit Street Capital Management
New York
$14.5M – – –
M&T Bank
120
M&T Bank
New York
$14.5M +$1.25M +5 +9%
P
121
Pitcairn
Pennsylvania
$14.2M -$251K -1 -2%
BMO
122
Beck Mack & Oliver
New York
$14.2M – – –
HCM
123
Hutner Capital Management
Vermont
$14.2M – – –
Eagle Capital Management (New York)
124
Eagle Capital Management (New York)
New York
$13.7M – – –
JC
125
JBF Capital
Colorado
$13.7M – – –
3 4
5
6 7

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.