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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
ACM
151
AKRE Capital Management
Virginia
$12.5M
FTI
152
Fiduciary Trust International
Massachusetts
$12.5M
HIC
153
Harvey Investment Company
Kentucky
$12.5M
PNC
154
Park National Corp
Ohio
$12.5M
Ameriprise
155
Ameriprise
Minnesota
$12.2M -$285K -1 -2%
AO
156
Allen Operations
New York
$12.2M
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.9M -$1.99M -7 -15%
FNBOO
158
First National Bank of Omaha
Nebraska
$11.9M -$854K -3 -7%
SIRP
159
Shelter Insurance Retirement Plan
Missouri
$11.9M
AQR Capital Management
160
AQR Capital Management
Connecticut
$11.9M +$7.97M +28 +233%
SJL
161
Shayne & Jacobs LLC
Tennessee
$11.6M
ESBC
162
E.S. Barr & Co
Kentucky
$11.3M
CAG
163
Crestwood Advisors Group
Massachusetts
$11M
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$11M
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$10.7M
SC
166
Saybrook Capital
North Carolina
$10.7M +$285K +1 +3%
PSUF
167
People's United Financial
Connecticut
$10.7M +$10.3M +36 New
GAM
168
Griffin Asset Management
New York
$10.4M -$285K -1 -3%
BM
169
Bislett Management
California
$10.4M
HPC
170
HM Payson & Co
Maine
$10.4M
WTC
171
WhitTier Trust Company
Nevada
$10.1M
WJA
172
Williams Jones & Associates
New York
$10.1M
OIA
173
OneDigital Investment Advisors
Kansas
$10.1M +$9.11M +32 +1,600%
SQA
174
Simon Quick Advisors
New Jersey
$10M
BT
175
Brandywine Trust
Delaware
$9.52M

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.