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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
CIC
301
Crawford Investment Counsel
Georgia
$1.98M – – –
FCI
302
Financial Counselors Inc
Kansas
$1.98M – – –
GC
303
Gruss & Co
Florida
$1.98M – – –
IIC
304
Ironwood Investment Counsel
Arizona
$1.98M – – –
LCOV
305
London Company of Virginia
Virginia
$1.98M – – –
MIM
306
Manitou Investment Management
Ontario, Canada
$1.98M – – –
RHBC
307
R.H. Bluestein & Co
Michigan
$1.98M – – –
SNBOSCI
308
Security National Bank of Sioux City Iowa
Iowa
$1.98M +$201K +1 +11%
CS
309
Central Securities
New York
$1.98M +$2.01M +10 New
OLA
310
Oliver Luxxe Assets
New Jersey
$1.95M +$2.01M +10 New
Truist Financial
311
Truist Financial
North Carolina
$1.78M – – –
CA
312
Cambridge Advisors
Nebraska
$1.78M -$179M -891 -99%
HB
313
Homrich & Berg
Georgia
$1.78M -$2.62M -13 -59%
FSA
314
Franklin Street Advisors
North Carolina
$1.78M -$805K -4 -31%
CPSAC
315
Chas P. Smith & Associates (CPS)
Florida
$1.78M -$403K -2 -18%
CIS
316
Connors Investor Services
Pennsylvania
$1.78M -$201K -1 -10%
RTS
317
Round Table Services
New Jersey
$1.78M -$201K -1 -10%
FPCM
318
Financial Partners Capital Management
New York
$1.78M – – –
FNBT
319
FineMark National Bank & Trust
Florida
$1.78M – – –
KPCM
320
Kings Point Capital Management
New York
$1.78M – – –
NG
321
Northstar Group
New York
$1.78M – – –
PGIM
322
Pacific Global Investment Management
California
$1.78M – – –
PL
323
Parthenon LLC
Kentucky
$1.78M – – –
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$403K +2 +29%
CBA
325
Coastal Bridge Advisors
Connecticut
$1.78M +$1.81M +9 New
11 12
13
14 15

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.