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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
CT
451
Coastline Trust
Rhode Island
$791K – – –
CAM
452
Concorde Asset Management
Michigan
$791K – – –
Geode Capital Management
453
Geode Capital Management
Massachusetts
$791K – – –
GCM
454
Gibraltar Capital Management
Oklahoma
$791K – – –
ICAS
455
Investors Capital Advisory Services
Massachusetts
$791K – – –
KS
456
Karpas Strategies
Connecticut
$791K – – –
LH
457
Lebenthal Holdings
New York
$791K – – –
MC
458
Middleton & Co
Massachusetts
$791K – – –
MPAM
459
Murphy Pohlad Asset Management
Minnesota
$791K – – –
MCM
460
MV Capital Management
Maryland
$791K – – –
NFC
461
Northeast Financial Consultants
Connecticut
$791K – – –
NSIM
462
North Star Investment Management
Illinois
$791K – – –
PA
463
Pinnacle Associates
New York
$791K – – –
RCWMU
464
Rothschild & Co Wealth Management (UK)
United Kingdom
$791K – – –
RC
465
Roundview Capital
New Jersey
$791K – – –
SIC
466
Schwartz Investment Counsel
Michigan
$791K – – –
SAM
467
Summit Asset Management
Tennessee
$791K – – –
SFS
468
Summit Financial Strategies
Ohio
$791K – – –
TSS
469
Thomas Story & Son
Indiana
$791K – – –
WT
470
Washington Trust
Rhode Island
$791K – – –
WA
471
Wheatland Advisors
Pennsylvania
$791K – – –
CPA
472
Court Place Advisors
Maryland
$791K +$201K +1 +33%
TSW
473
Thompson Siegel & Walmsley
Virginia
$791K +$201K +1 +33%
IG
474
ING Group
Netherlands
$604K -$805K -4 -57%
CCM
475
Colorado Capital Management
Colorado
$600K +$60.4M +300 New
17 18
19
20 21

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.