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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
T. Rowe Price Associates
201
T. Rowe Price Associates
Maryland
$5.35M -$250K -1 -5%
BEAM
202
Baker Ellis Asset Management
Washington
$5.35M
NHC
203
Nicholas Hoffman & Company
Georgia
$5.35M
PC
204
Pecaut & Co
Iowa
$5.35M
CAM
205
Columbia Asset Management
Michigan
$5.22M +$114M +455 +1%
GEM
206
Global Endowment Management
North Carolina
$5.09M -$1.25M -5 -20%
OC
207
Oppenheimer & Co
New York
$5.09M -$749K -3 -13%
ASA
208
Armstrong Shaw Associates
Connecticut
$5.09M
CIC
209
Chilton Investment Company
Connecticut
$5.09M
CIA
210
Choate Investment Advisors
Massachusetts
$5.09M
FFA
211
First Foundation Advisors
California
$5.09M
LKIM
212
Lawson Kroeker Investment Management
Nebraska
$5.09M
GLA
213
Great Lakes Advisors
Illinois
$5.09M +$250K +1 +5%
QOP
214
Quinn Opportunity Partners
Virginia
$5.09M +$4.99M +20 New
CC
215
Cannell Capital
Wyoming
$4.84M
CSIC
216
Clifford Swan Investment Counsel
California
$4.84M
EA
217
Elm Advisors
California
$4.84M
FCI
218
Financial Counselors Inc
Kansas
$4.84M
MHIM
219
MacNealy Hoover Investment Management
Ohio
$4.84M
SBH
220
Segall Bryant & Hamill
Illinois
$4.84M
AAM
221
AR Asset Management
California
$4.58M
BG
222
Bahl & Gaynor
Ohio
$4.58M
NRS
223
Neville Rodie & Shaw
New York
$4.58M
CIBC World Market
224
CIBC World Market
Ontario, Canada
$4.58M +$999K +4 +29%
EIA
225
Edgemoor Investment Advisors
Maryland
$4.58M +$3M +12 +200%

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.