Berkshire Hathaway Class A
BRK.A
809 hedge funds and large institutions have $35.7B invested in Berkshire Hathaway Class A in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 139 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
4% more funds holding in top 10
Funds holding in top 10: 85 → 88 (+3)
1% more funds holding
Funds holding: 803 → 809 (+6)
0.5% less ownership
Funds ownership: 20.51% → 20% (-0.5%)
1% less capital invested
Capital invested by funds: $36.1B → $35.7B (-$371M)
47% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$550M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$79.5M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$76M |
| 4 |
BIC
Bridges Investment Counsel
Omaha,
Nebraska
|
+$60.2M |
| 5 |
MFW
Meristem Family Wealth
Minnetonka,
Minnesota
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$846M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$339M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$175M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$144M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$124M |
BRK.A Hedge Fund Activity: Q1 2017 in Review
809 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2017, worth a combined $35.7B — down 1% from $36.1B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 25 closed out — a net gain of 16 holders — while 74 added to existing stakes and 139 trimmed.
The largest buyer was BlackRock, adding an estimated $550M. The largest seller was Capital World Investors, cutting an estimated $846M.
- 809 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2017, up from 803 in Q4 2016.
- Funds reported $35.7B of Berkshire Hathaway Class A stock for Q1 2017, down 1% quarter-over-quarter.
- 41 funds opened new Berkshire Hathaway Class A positions in Q1 2017 and 25 closed out, a net change of +16 holders.
- The largest Berkshire Hathaway Class A buyer in Q1 2017 was BlackRock, an estimated $550M added.
- The largest Berkshire Hathaway Class A seller in Q1 2017 was Capital World Investors, an estimated $846M sold.
Based on aggregated 13F filings for Q1 2017.