Berkshire Hathaway Class A
BRK.A
754 hedge funds and large institutions have $32.4B invested in Berkshire Hathaway Class A in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 32 closing their positions.
2.08% more ownership
Funds ownership: 22.03% → 24.11% (+2.1%)
2% less funds holding
Funds holding: 768 → 754 (-14)
4% less funds holding in top 10
Funds holding in top 10: 90 → 86 (-4)
5% less capital invested
Capital invested by funds: $34.3B → $32.4B (-$1.88B)
28% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 114
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$5.32B |
| 2 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$619M |
| 3 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$442M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$440M |
| 5 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$505M |
| 2 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$394M |
| 3 |
MIM
Marco Investment Management
Atlanta,
Georgia
|
-$203M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$194M |
| 5 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$153M |
BRK.A Hedge Fund Activity: Q1 2015 in Review
754 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2015, worth a combined $32.4B — down 5.5% from $34.3B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of BRK.A and 22 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 82 added.
The largest buyer was Cambridge Advisors, adding an estimated $5.32B. The largest seller was Northside Capital Management, cutting an estimated $505M.
- 754 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2015, down from 768 in Q4 2014.
- Funds reported $32.4B of Berkshire Hathaway Class A stock for Q1 2015, down 5.5% quarter-over-quarter.
- 22 funds opened new Berkshire Hathaway Class A positions in Q1 2015 and 32 closed out, a net change of -10 holders.
- The largest Berkshire Hathaway Class A buyer in Q1 2015 was Cambridge Advisors, an estimated $5.32B added.
- The largest Berkshire Hathaway Class A seller in Q1 2015 was Northside Capital Management, an estimated $505M sold.
Based on aggregated 13F filings for Q1 2015.