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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
MIM
376
Marco Investment Management
Georgia
$1.19M -$40.3M -200 -25%
CCM
377
Coldstream Capital Management
Washington
$1.19M -$805K -4 -40%
BA
378
BKS Advisors
Michigan
$1.19M -$201K -1 -14%
SI
379
Stephens Inc
Arkansas
$1.19M -$201K -1 -14%
BP
380
Ballentine Partners
Massachusetts
$1.19M – – –
BC
381
Blackhill Capital
New Jersey
$1.19M – – –
DI
382
Dalton Investments
Nevada
$1.19M – – –
FQ
383
First Quadrant
California
$1.19M – – –
GWM
384
Gupta Wealth Management
California
$1.19M – – –
IFB
385
iAB Financial Bank
Indiana
$1.19M – – –
IAA
386
Ironsides Asset Advisors
North Carolina
$1.19M – – –
JWM
387
Jacobus Wealth Management
Wisconsin
$1.19M – – –
MA
388
MUFG Americas
New York
$1.19M – – –
OMCS
389
Old Mutual Customised Solutions
South Africa
$1.19M – – –
SCA
390
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M – – –
TFO
391
Tarbox Family Office
California
$1.19M – – –
TL
392
Tirschwell & Loewy
New York
$1.19M – – –
TWM
393
Torch Wealth Management
Ohio
$1.19M – – –
HBT
394
Hills Bank & Trust
Iowa
$1.19M +$403K +2 +50%
AL
395
Airain Ltd
Guernsey
$1.19M +$1.21M +6 New
CBTWT
396
Community Bank & Trust (Waco, Texas)
Texas
$1.19M +$1.21M +6 New
Nomura Asset Management
397
Nomura Asset Management
Japan
$1.19M – – –
RIG
398
Roosevelt Investment Group
New York
$1.09M – – –
CA
399
Cetera Advisors
Colorado
$990K +$201K +1 +25%
AC
400
Alexandria Capital
Virginia
$989K – – –
14 15
16
17 18

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.