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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
NFM
326
North Forty Management
Washington
$1.78M +$1.81M +9 New
RG
327
Rathbones Group
United Kingdom
$1.73M -$201K -1 -10%
CAN
328
Cetera Advisor Networks
California
$1.58M -$201K -1 -11%
FMBTD
329
First Midwest Bank Trust Division
Illinois
$1.58M – – –
SYBT
330
Stock Yards Bank & Trust
Kentucky
$1.58M – – –
CAI
331
Capital Advisors Inc
Oklahoma
$1.58M – – –
Mitsubishi UFJ Trust & Banking
332
Mitsubishi UFJ Trust & Banking
Japan
$1.58M -$805K -4 -33%
BSW
333
Buckingham Strategic Wealth
Missouri
$1.58M -$403K -2 -20%
Fisher Asset Management
334
Fisher Asset Management
Washington
$1.58M -$403K -2 -20%
AL
335
Aspiriant LLC
California
$1.58M – – –
BOS
336
Bingham Osborn & Scarborough
California
$1.58M – – –
CFA
337
Capstone Financial Advisors
Illinois
$1.58M – – –
CCM
338
Compass Capital Management
Minnesota
$1.58M – – –
CL
339
CPWM LLC
Washington
$1.58M – – –
ERIM
340
Eagle Ridge Investment Management
Connecticut
$1.58M – – –
GJIC
341
Gamble Jones Investment Counsel
California
$1.58M – – –
MGIA
342
Moneta Group Investment Advisors
Missouri
$1.58M – – –
MAA
343
Mraz Amerine & Associates
California
$1.58M – – –
RMC
344
Regis Management Company
California
$1.58M – – –
TAM
345
Taurus Asset Management
New York
$1.58M – – –
SFT
346
Simmons First Trust
Arkansas
$1.58M +$403K +2 +33%
NCM
347
Narwhal Capital Management
Georgia
$1.58M +$1.61M +8 New
WKWM
348
Walter & Keenan Wealth Management
Indiana
$1.58M +$101M +500 +167%
RHFI
349
Reilly Herbert Faulkner III
$1.4M – – –
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$1.39M -$17.7M -88 -93%
12 13
14
15 16

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.