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Berkshire Hathaway Class A
BRK.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: 809 → 803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 88 → 83 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
+$61.2B
2
Cerity Partners
Cerity Partners
New York
+$867M
3
SBL
Sargent Bickham Lagudis
Colorado
+$399M
4
Capital World Investors
Capital World Investors
California
+$282M
5
Norges Bank
Norges Bank
Norway
+$235M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$19.5B
2
SCM
Stonebridge Capital Management
California
-$2.24B
3
BlackRock
BlackRock
New York
-$220M
4
DZ Bank
DZ Bank
Germany
-$124M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Perennial Advisors
New York
$7.64M – – –
YAM
177
Yacktman Asset Management
Texas
$7.64M – – –
Janus Henderson Group
178
Janus Henderson Group
$7.62M +$2.75M +11 +58%
HFS
179
HL Financial Services
Kentucky
$7.39M +$250K +1 +4%
CA
180
Commerzbank Aktiengesellschaft
Germany
$7.13M -$749K -3 -10%
SFM
181
Signature Financial Management
Virginia
$7.13M – – –
CTC
182
Central Trust Company
Missouri
$7.13M – – –
BWM
183
BigSur Wealth Management
Florida
$6.94M – – –
GD
184
Grandfield & Dodd
New York
$6.88M +$499K +2 +8%
LPL Financial
185
LPL Financial
California
$6.88M +$499K +2 +8%
DC
186
Davenport & Co
Virginia
$6.62M – – –
GI
187
GAMCO Investors
Connecticut
$6.62M – – –
SAA
188
Southeast Asset Advisors
Georgia
$6.62M – – –
RJFSA
189
Raymond James Financial Services Advisors
Florida
$6.62M +$499K +2 +8%
BPC
190
Banque Pictet & Cie
Switzerland
$6.37M – – –
FC
191
Fiduciary Counselling
Minnesota
$6.11M – – –
NFA
192
Nationwide Fund Advisors
Ohio
$6.11M – – –
TAM
193
Tocqueville Asset Management
New York
$5.86M – – –
WTB
194
Washington Trust Bank
Washington
$5.86M – – –
ACM
195
Ashford Capital Management
Delaware
$5.6M – – –
BCM
196
Beddow Capital Management
Wyoming
$5.6M – – –
EFS
197
Essex Financial Services
Connecticut
$5.6M – – –
TYCC
198
Texas Yale Capital Corp
Florida
$5.6M – – –
NPF
199
Norris Perne & French
Michigan
$5.59M +$61.2B +245,219 +1,114,632%
BMO
200
Beck Mack & Oliver
New York
$5.35M -$8.99M -36 -63%
6 7
8
9 10

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.