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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
PPA
276
Parametric Portfolio Associates
Washington
$2.57M +$1.21M +6 +86%
JIC
277
JRM Investment Counsel
Nebraska
$2.37M -$3.22M -16 -57%
CCA
278
Cobblestone Capital Advisors
New York
$2.37M – – –
Fiera Capital (Canada)
279
Fiera Capital (Canada)
Quebec, Canada
$2.37M – – –
HTC
280
Haverford Trust Company
Pennsylvania
$2.37M – – –
PAM
281
Peak Asset Management
Colorado
$2.37M – – –
SW
282
SVB Wealth
Massachusetts
$2.37M – – –
UIM
283
Underhill Investment Management
California
$2.37M – – –
BIM
284
Barton Investment Management
Pennsylvania
$2.37M +$1.01M +5 +71%
WPW
285
Waldron Private Wealth
Pennsylvania
$2.18M – – –
ECAM
286
East Coast Asset Management
Massachusetts
$2.18M -$201K -1 -8%
ANBT
287
American National Bank & Trust
Texas
$2.18M – – –
ATC
288
Argent Trust Co
Tennessee
$2.18M – – –
BBI
289
Baxter Bros Inc
Connecticut
$2.18M – – –
IB
290
Intrust Bank
Kansas
$2.18M – – –
KCP
291
Kenmare Capital Partners
New York
$2.18M – – –
RFS
292
Rockefeller Financial Services
New York
$2.18M – – –
SBWIC
293
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.18M – – –
UR
294
USCA RIA
Texas
$2.18M – – –
MWAC
295
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.18M +$2.21M +11 New
BlackRock
296
BlackRock
New York
$2.17M -$201K -1 -8%
IR
297
IAT Reinsurance
New York
$1.98M -$19.3M -96 -91%
BFA
298
Bragg Financial Advisors
North Carolina
$1.98M -$201K -1 -9%
BF
299
BOK Financial
Oklahoma
$1.98M – – –
CK
300
Cohen Klingenstein
New York
$1.98M – – –
10 11
12
13 14

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.