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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
Eagle Capital Management (New York)
126
Eagle Capital Management (New York)
New York
$13.4M -$10.2M -44 -44%
JC
127
JBF Capital
Colorado
$13.4M +$12.7M +55 New
GT
128
Glenmede Trust
Pennsylvania
$13.4M +$231K +1 +2%
M&T Bank
129
M&T Bank
New York
$12.9M +$462K +2 +4%
ACM
130
AKRE Capital Management
Virginia
$12.7M – – –
ST
131
Smithfield Trust
Pennsylvania
$12.4M – – –
BIT
132
BlackRock Institutional Trust
California
$12.2M -$692K -3 -6%
BT
133
Brandywine Trust
Delaware
$12.2M – – –
EP
134
Elkhorn Partners
Nebraska
$12.2M – – –
WHI
135
William Harris Investors
Illinois
$12.2M +$11.5M +50 New
CCM
136
Check Capital Management
California
$11.7M -$462K -2 -4%
FTI
137
Fiduciary Trust International
Massachusetts
$11.5M +$5.31M +23 +96%
PNC
138
Park National Corp
Ohio
$11M -$692K -3 -6%
SIRP
139
Shelter Insurance Retirement Plan
Missouri
$11M – – –
HIC
140
Harvey Investment Company
Kentucky
$10.7M -$231K -1 -2%
LPC
141
Loeb Partners Corp
New York
$10.7M – – –
Ameriprise
142
Ameriprise
Minnesota
$10.7M +$462K +2 +5%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$10.7M +$462K +2 +5%
Stifel Financial
144
Stifel Financial
Missouri
$10.7M +$923K +4 +10%
AVC
145
Arlington Value Capital
Utah
$10.5M – – –
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.5M – – –
PAI
147
Pittenger & Anderson Inc
Nebraska
$10.5M +$692K +3 +8%
Comerica Bank
148
Comerica Bank
Texas
$10.4M – – –
RFC
149
Regions Financial Corp
Alabama
$10.3M – – –
AO
150
Allen Operations
New York
$10M – – –
4 5
6
7 8

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.