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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.45B +$10.2M +41 +0.1%
Capital World Investors
2
Capital World Investors
California
$4.93B +$282M +1,130 +6%
First Manhattan
3
First Manhattan
New York
$3.71B -$7.49M -30 -0.2%
Norges Bank
4
Norges Bank
Norway
$1.7B +$235M +942 +16%
GRQ
5
Gardner Russo & Quinn
Pennsylvania
$1.23B -$12M -48 -1%
DSA
6
Davis Selected Advisers
Arizona
$1.07B -$19.5M -78 -2%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$937M -$105M -422 -10%
Vanguard Group
8
Vanguard Group
Pennsylvania
$903M +$6.24M +25 +0.7%
BBHC
9
Brown Brothers Harriman & Co
New York
$597M -$64.7M -259 -10%
LC
10
Lourd Capital
California
$566M -$6.49M -26 -1%
IVA
11
International Value Advisers
$494M -$2.5M -10 -0.5%
WM
12
WS Management
Florida
$483M
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$472M -$1.5M -6 -0.3%
Legal & General Group
14
Legal & General Group
United Kingdom
$430M -$11.7M -47 -3%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$396M +$2.25M +9 +0.6%
EHC
16
Everett Harris & Co
California
$364M -$999K -4 -0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$346M +$11.5M +46 +4%
BlackRock
18
BlackRock
New York
$340M -$220M -880 -40%
Bank of America
19
Bank of America
North Carolina
$328M +$11.2M +45 +4%
WT
20
Wellcome Trust
United Kingdom
$318M +$25M +100 +9%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$302M
SWITC
22
Stewart West Indies Trading Company
Colorado
$291M
EIG
23
EdgePoint Investment Group
Ontario, Canada
$290M +$13.7M +55 +5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$282M -$1.5M -6 -0.5%
MG
25
Markel Group
Virginia
$277M

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.