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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
GW
251
GW & Wade
Massachusetts
$2.97M – – –
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$2.97M – – –
PCM
253
Palisade Capital Management
New Jersey
$2.97M – – –
SRC
254
Shufro Rose & Co
New York
$2.97M – – –
TP
255
Truvvo Partners
New York
$2.97M +$3.02M +15 New
SRP
256
Saddle Road Partners
Nebraska
$2.8M +$2.82M +14 New
DMIC
257
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.77M +$2.82M +14 New
AQR Capital Management
258
AQR Capital Management
Connecticut
$2.77M – – –
BPCA
259
Bank Pictet & Cie (Asia)
Singapore
$2.77M – – –
BTS
260
BB&T Securities
Virginia
$2.77M – – –
CSM
261
Central Square Management
Illinois
$2.77M – – –
JWBC
262
John W. Bristol & Co
New York
$2.77M – – –
KJHP
263
K.J. Harrison & Partners
Ontario, Canada
$2.77M – – –
PNAA
264
Pictet North America Advisors
Switzerland
$2.77M – – –
WCM
265
Wallace Capital Management
Texas
$2.77M – – –
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$2.77M – – –
WJA
267
Williams Jones & Associates
New York
$2.77M – – –
KBC Group
268
KBC Group
Belgium
$2.77M +$805K +4 +40%
EWM
269
Evercore Wealth Management
New York
$2.57M -$1.21M -6 -32%
AIG
270
American International Group
New York
$2.57M +$201K +1 +8%
NCM
271
Northside Capital Management
Oregon
$2.57M – – –
PWLP
272
Prio Wealth Limited Partnership
Massachusetts
$2.57M – – –
RW
273
Rand Wealth
Maryland
$2.57M – – –
SC
274
Schulhoff & Co
Ohio
$2.57M – – –
TD Asset Management
275
TD Asset Management
Ontario, Canada
$2.57M – – –
9 10
11
12 13

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.