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Berkshire Hathaway Class A

803 hedge funds and large institutions have $36.4B invested in Berkshire Hathaway Class A in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.27% more ownership

Funds ownership: 35.27%56.54% (+21%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $35.7B → $36.4B (+$687M)

1% less funds holding

Funds holding: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
803
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
20.01%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
2.07%
New
32
Increased
80
Reduced
108
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$14.8M -$749K -3 -5%
HCM
127
Hutner Capital Management
Vermont
$14.5M
P
128
Pitcairn
Pennsylvania
$14.5M
JC
129
JBF Capital
Colorado
$14M
Eagle Capital Management (New York)
130
Eagle Capital Management (New York)
New York
$13.8M -$250K -1 -2%
M&T Bank
131
M&T Bank
New York
$13.5M -$1.25M -5 -9%
GT
132
Glenmede Trust
Pennsylvania
$13.5M
Baird Financial Group
133
Baird Financial Group
Wisconsin
$13.2M +$250K +1 +2%
Stifel Financial
134
Stifel Financial
Missouri
$13M -$499K -2 -4%
AAM
135
Aberdeen Asset Management
United Kingdom
$13M +$5.99M +24 +89%
EP
136
Elkhorn Partners
Nebraska
$12.7M
FTCM
137
First Trust Capital Management
Illinois
$11.7M +$9.99M +40 +667%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$11.7M
LPC
139
Loeb Partners Corp
New York
$11.2M
Comerica Bank
140
Comerica Bank
Texas
$11.1M
AVC
141
Arlington Value Capital
Utah
$11M
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11M
FTI
143
Fiduciary Trust International
Massachusetts
$11M +$250K +1 +2%
PNC
144
Park National Corp
Ohio
$10.7M -$250K -1 -2%
ACM
145
AKRE Capital Management
Virginia
$10.7M
HIC
146
Harvey Investment Company
Kentucky
$10.7M
SIRP
147
Shelter Insurance Retirement Plan
Missouri
$10.7M
Ameriprise
148
Ameriprise
Minnesota
$10.7M +$250K +1 +2%
AO
149
Allen Operations
New York
$10.4M
RFC
150
Regions Financial Corp
Alabama
$10.4M

BRK.A Hedge Fund Activity: Q2 2017 in Review

803 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2017, worth a combined $36.4B — up 1.9% from $35.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 30 closed out — a net gain of 2 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Norris Perne & French, adding an estimated $61.2B. The largest seller was MML Investors Services, cutting an estimated $19.5B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2017, down from 809 in Q1 2017.
  • Funds reported $36.4B of Berkshire Hathaway Class A stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 32 funds opened new Berkshire Hathaway Class A positions in Q2 2017 and 30 closed out, a net change of +2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2017 was Norris Perne & French, an estimated $61.2B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2017 was MML Investors Services, an estimated $19.5B sold.

Based on aggregated 13F filings for Q2 2017.