Berkshire Hathaway Class A
BRK.A
803 hedge funds and large institutions have $36.1B invested in Berkshire Hathaway Class A in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 72 increasing their positions, 112 reducing their positions, and 34 closing their positions.
106% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 34
13% more funds holding in top 10
Funds holding in top 10: 75 → 85 (+10)
12% more capital invested
Capital invested by funds: $32.1B → $36.1B (+$4B)
4% more funds holding
Funds holding: 773 → 803 (+30)
1.88% less ownership
Funds ownership: 22.39% → 20.51% (-1.9%)
36% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$316M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$172M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$123M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$93.2M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
-$2.84B |
| 2 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$272M |
| 3 |
BIM
Barton Investment Management
West Conshohocken,
Pennsylvania
|
-$228M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$131M |
| 5 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$108M |
BRK.A Hedge Fund Activity: Q4 2016 in Review
803 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2016, worth a combined $36.1B — up 12% from $32.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new BRK.A positions and 34 closed out — a net gain of 36 holders — while 72 added to existing stakes and 112 trimmed.
The largest buyer was Truepoint Inc, opening a new position worth an estimated $316M. The largest seller was Livforsakringsbolaget Skandia, cutting an estimated $2.84B.
- 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2016, up from 773 in Q3 2016.
- Funds reported $36.1B of Berkshire Hathaway Class A stock for Q4 2016, up 12% quarter-over-quarter.
- 70 funds opened new Berkshire Hathaway Class A positions in Q4 2016 and 34 closed out, a net change of +36 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2016 was Truepoint Inc, an estimated $316M added.
- The largest Berkshire Hathaway Class A seller in Q4 2016 was Livforsakringsbolaget Skandia, an estimated $2.84B sold.
Based on aggregated 13F filings for Q4 2016.