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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
ZF
351
Zhang Financial
Michigan
$1.39M -$201K -1 -13%
AIM
352
Allen Investment Management
New York
$1.39M – – –
BFS
353
Bradley Foster & Sargent
Connecticut
$1.39M – – –
BTNA
354
Bremer Trust National Association
Minnesota
$1.39M – – –
Chevy Chase Trust
355
Chevy Chase Trust
Maryland
$1.39M – – –
CTI
356
Community Trust & Investment
Kentucky
$1.39M – – –
CFB
357
Cullen/Frost Bankers
Texas
$1.39M – – –
DDC
358
DF Dent & Co
Maryland
$1.39M – – –
FAAS
359
First Allied Advisory Services
California
$1.39M – – –
LGC
360
Laurel Grove Capital
California
$1.39M – – –
LDB
361
Lee, Danner & Bass
Tennessee
$1.39M – – –
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.39M – – –
PP
363
Palladium Partners
Virginia
$1.39M – – –
PP
364
Prudential plc
United Kingdom
$1.39M – – –
RGC
365
Roberts, Glore & Co
Illinois
$1.39M – – –
SCM
366
Shelton Capital Management
Colorado
$1.39M – – –
UCFA
367
United Capital Financial Advisors
Texas
$1.39M – – –
OWP
368
Obermeyer Wealth Partners
Colorado
$1.39M +$139M +692 +8,650%
AM
369
Account Management
Massachusetts
$1.38M – – –
AIP
370
Ameritas Investment Partners
Nebraska
$1.38M – – –
CC
371
Cognios Capital
Kansas
$1.38M +$1.41M +7 New
BPB
372
Badgley, Phelps & Bell
Washington
$1.25M – – –
RFC
373
Russell Frank Company
Washington
$1.2M -$2.82M -14 -70%
CWM
374
Concert Wealth Management
California
$1.19M -$201K -1 -14%
FFH
375
Fairfax Financial Holdings
Ontario, Canada
$1.19M – – –
13 14
15
16 17

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.