Warren Buffett and his team of portfolio managers listed some 148 positions worth a whopping $147.9 billion in equities in the official Form 13F filing with the Securities and Exchange Commission. This compared to $128.8 billion as of the end of the third quarter of 2016 and $115.46 billion as of December 31.
It is important to understand that some changes are made by Warren Buffett himself, with 14 sub-entities of Berkshire Hathaway in prior filings. Other changes may have come from the likes of newer portfolio managers Ted Weschler and Todd Combs. It appears as though the Buffett portfolio managers have been given much larger investing amounts.
If there is one key takeaway for the 2017 stocks it would be that this was one of the largest changes we have seen in years. New stakes were added and other stakes were grown. Other stakes were cleaned out or decreased.
Attached you will find a small overview of Warren Buffett's latest stock buys and sells during Q4 in 2016...