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Berkshire Hathaway Class 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: 8795 (+8)

9% more capital invested

Capital invested by funds: $40B → $43.4B (+$3.41B)

6% more funds holding

Funds holding: 821872 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
101
Douglass Winthrop Advisors
New York
$24.7M
William Blair & Company
102
William Blair & Company
Illinois
$24.7M +$1.71M +6 +8%
Goldman Sachs
103
Goldman Sachs
New York
$24.4M -$3.7M -13 -14%
IR
104
IAT Reinsurance
New York
$24.4M
JMPWA
105
JP Morgan Private Wealth Advisors
California
$24.1M -$285K -1 -1%
LWCA
106
Locust Wood Capital Advisers
New York
$24.1M
CT
107
Cambridge Trust
Massachusetts
$23.8M
BC
108
Bartlett & Co
Ohio
$23.2M
CBT
109
Capital Bank & Trust
California
$22.9M -$570K -2 -3%
M2MC
110
Matthew 25 Management Corp
Pennsylvania
$22.9M -$285K -1 -1%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$21.6M -$285K -1 -1%
SMI
112
Shelter Mutual Insurance
Missouri
$21.4M
SWM
113
Segment Wealth Management
Texas
$21.1M
HIM
114
Hillhouse Investment Management
Cayman Islands
$19M
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$18.7M
GT
116
Glenmede Trust
Pennsylvania
$18.7M +$1.42M +5 +9%
FDCC
117
Foster Dykema Cabot & Co
Massachusetts
$18.5M -$285K -1 -2%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M -$285K -1 -2%
CC
119
Cannell & Co
New York
$18.2M
HCM
120
Howland Capital Management
Massachusetts
$18.2M
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$17.9M
H
122
HoyleCohen
California
$17.9M +$17.1M +60 New
WT
123
Whittier Trust
California
$17.6M
ST
124
Smithfield Trust
Pennsylvania
$17.6M +$285K +1 +2%
SAM
125
Silvercrest Asset Management
New York
$17.6M +$570K +2 +4%

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.