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Berkshire Hathaway Class A
BRK.A

821 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $36.4B → $40B (+$3.54B)

5% more funds holding in top 10

Funds holding in top 10: 83 → 87 (+4)

2% more funds holding

Funds holding: 803 → 821 (+18)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 109

33.89% less ownership

Funds ownership: 56.54% → 22.65% (-34%)

Holders
821
Holders Change
+18
Holders Change %
+2.24%
% of All Funds
20.46%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
75
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
+$1.83B
2
PV
Private Vista
Illinois
+$1.65B
3
Capital World Investors
Capital World Investors
California
+$566M
4
IP
Intellectus Partners
California
+$212M
5
DZ Bank
DZ Bank
Germany
+$142M

Top Sellers

Rank Fund Capital Flow
1
NPF
Norris Perne & French
Michigan
-$65.1B
2
Cerity Partners
Cerity Partners
New York
-$922M
3
TA
Tiedemann Advisors
New York
-$159M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Renaissance Technologies
Renaissance Technologies
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
176
Private Management Group
California
$8.52M +$3.72M +14 +82%
LPC
177
Loeb Partners Corp
New York
$8.24M -$3.72M -14 -32%
ACM
178
Aquamarine Capital Management
New York
$8.24M – – –
MFAM
179
Motley Fool Asset Management
Virginia
$8.24M – – –
PA
180
Perennial Advisors
New York
$8.24M – – –
YAM
181
Yacktman Asset Management
Texas
$8.24M – – –
HAI
182
Hennessy Advisors Inc
California
$7.97M -$531K -2 -6%
HFS
183
HL Financial Services
Kentucky
$7.97M – – –
RJFSA
184
Raymond James Financial Services Advisors
Florida
$7.97M +$796K +3 +12%
CTC
185
Central Trust Company
Missouri
$7.69M – – –
CA
186
Commerzbank Aktiengesellschaft
Germany
$7.69M – – –
SFM
187
Signature Financial Management
Virginia
$7.69M – – –
DC
188
Davenport & Co
Virginia
$7.14M – – –
GD
189
Grandfield & Dodd
New York
$7.14M -$265K -1 -4%
LPL Financial
190
LPL Financial
California
$7.14M -$265K -1 -4%
BWM
191
BigSur Wealth Management
Florida
$7.14M – – –
GI
192
GAMCO Investors
Connecticut
$7.14M – – –
SAA
193
Southeast Asset Advisors
Georgia
$7.14M – – –
TFCP
194
Twin Focus Capital Partners
Massachusetts
$6.87M -$1.59M -6 -19%
BPC
195
Banque Pictet & Cie
Switzerland
$6.59M -$265K -1 -4%
FC
196
Fiduciary Counselling
Minnesota
$6.59M – – –
NFA
197
Nationwide Fund Advisors
Ohio
$6.59M – – –
FNT
198
First Nebraska Trust
Nebraska
$6.32M +$1.59M +6 +35%
TAM
199
Tocqueville Asset Management
New York
$6.32M – – –
NPF
200
Norris Perne & French
Michigan
$6.04M -$65.1B -245,219 -100%
6 7
8
9 10

BRK.A Hedge Fund Activity: Q3 2017 in Review

821 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2017, worth a combined $40B — up 9.7% from $36.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BRK.A positions and 26 closed out — a net gain of 27 holders — while 75 added to existing stakes and 109 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $1.83B. The largest seller was Norris Perne & French, cutting an estimated $65.1B.

  • 821 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2017, up from 803 in Q2 2017.
  • Funds reported $40B of Berkshire Hathaway Class A stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 53 funds opened new Berkshire Hathaway Class A positions in Q3 2017 and 26 closed out, a net change of +27 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2017 was Financial Advisory Group, an estimated $1.83B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2017 was Norris Perne & French, an estimated $65.1B sold.

Based on aggregated 13F filings for Q3 2017.