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Berkshire Hathaway Class A
BRK.A

653 hedge funds and large institutions have $29.6B invested in Berkshire Hathaway Class A in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 67 increasing their positions, 117 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

3% more funds holding

Funds holding: 637 → 653 (+16)

3% more funds holding in top 10

Funds holding in top 10: 80 → 82 (+2)

3% more capital invested

Capital invested by funds: $28.7B → $29.6B (+$951M)

0.47% less ownership

Funds ownership: 27.54% → 27.07% (-0.47%)

43% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 117

Holders
653
Holders Change
+16
Holders Change %
+2.51%
% of All Funds
17.13%
Holding in Top 10
82
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.5%
% of All Funds
2.15%
New
50
Increased
67
Reduced
117
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWP
Obermeyer Wealth Partners
Colorado
+$139M
2
WKWM
Walter & Keenan Wealth Management
Indiana
+$101M
3
CBOA
Commonwealth Bank of Australia
Australia
+$65.2M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$61.4M
5
VF
Virtu Financial
New York
+$46.1M

Top Sellers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
-$442M
2
FFA
First Foundation Advisors
California
-$318M
3
CA
Cambridge Advisors
Nebraska
-$179M
4
Capital World Investors
Capital World Investors
California
-$94.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$79.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$3.76M – – –
MHIM
227
MacNealy Hoover Investment Management
Ohio
$3.76M – – –
SIC
228
Salem Investment Counselors
North Carolina
$3.6M – – –
WP
229
WealthPLAN Partners
Nebraska
$3.57M +$12.1M +60 New
AC
230
Avenir Corporation
Virginia
$3.56M – – –
CAM
231
Carret Asset Management
New York
$3.56M – – –
CIBC World Market
232
CIBC World Market
Ontario, Canada
$3.56M – – –
NRS
233
Neville Rodie & Shaw
New York
$3.56M – – –
Aristotle Capital Management
234
Aristotle Capital Management
California
$3.36M -$805K -4 -19%
CC
235
Capital Counsel
New York
$3.36M – – –
FNFDCM
236
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.36M – – –
BG
237
Bahl & Gaynor
Ohio
$3.36M +$201K +1 +6%
ACM
238
Alta Capital Management
Utah
$3.36M – – –
CB
239
Commerce Bank
Missouri
$3.36M – – –
SBIA
240
Sheaff Brock Investment Advisors
Indiana
$3.36M +$3.42M +17 New
KIG
241
Kovitz Investment Group
Illinois
$3.17M -$805K -4 -20%
BPC
242
Banque Pictet & Cie
Switzerland
$3.17M – – –
PCI
243
Pacifica Capital Investments
Texas
$3.17M – – –
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$3.17M – – –
VC
245
Vicus Capital
Pennsylvania
$3.17M – – –
CLOS
246
Compagnie Lombard Odier SCmA
Switzerland
$3.17M +$604K +3 +23%
MIM
247
Midwest Investment Management
Ohio
$3.16M – – –
BA
248
Birinyi Associates
Connecticut
$2.97M -$805K -4 -21%
KFC
249
Klingenstein Fields & Co
New York
$2.97M -$403K -2 -12%
ACA
250
Anchor Capital Advisors
Massachusetts
$2.97M – – –
8 9
10
11 12

BRK.A Hedge Fund Activity: Q4 2015 in Review

653 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2015, worth a combined $29.6B — up 3.3% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 26 closed out — a net gain of 24 holders — while 67 added to existing stakes and 117 trimmed.

The largest buyer was Obermeyer Wealth Partners, adding an estimated $139M. The largest seller was Frontier Wealth Management, cutting an estimated $442M.

  • 653 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2015, up from 637 in Q3 2015.
  • Funds reported $29.6B of Berkshire Hathaway Class A stock for Q4 2015, up 3.3% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q4 2015 and 26 closed out, a net change of +24 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2015 was Obermeyer Wealth Partners, an estimated $139M added.
  • The largest Berkshire Hathaway Class A seller in Q4 2015 was Frontier Wealth Management, an estimated $442M sold.

Based on aggregated 13F filings for Q4 2015.