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, 108 reducing their positions, and 26 closing their positions.
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)
0.23% more ownership
Funds ownership: 20.69% → 20.92% (+0.23%)
31% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$566M |
| 2 |
IP
Intellectus Partners
San Francisco,
California
|
+$212M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$142M |
| 4 |
TAM
Troy Asset Management
London,
United Kingdom
|
+$132M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$922M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$159M |
| 3 |
Bank of New York Mellon
New York
|
-$152M |
| 4 |
Renaissance Technologies
New York
|
-$55.7M |
| 5 |
BlackRock
New York
|
-$53.9M |
BRK.A Hedge Fund Activity: Q3 2017 in Review
821 of the 4,022 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 108 trimmed.
The largest buyer was Capital World Investors, adding an estimated $566M. The largest seller was Cerity Partners, cutting an estimated $922M.
- 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 Capital World Investors, an estimated $566M added.
- The largest Berkshire Hathaway Class A seller in Q3 2017 was Cerity Partners, an estimated $922M sold.
Based on aggregated 13F filings for Q3 2017.