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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
NFG
526
Nations Financial Group
Iowa
$593K +$604K +3 New
CWA
527
Cypress Wealth Advisors
California
$593K +$20.1M +100 +50%
AF
528
Aldebaran Financial
$589K – – –
VCP
529
Vista Capital Partners
Oregon
$417K – – –
VFS
530
VSR Financial Services
Kansas
$399K +$604K +3 New
PC
531
Permit Capital
Pennsylvania
$396K -$2.01M -10 -83%
CCT
532
Country Club Trust
Missouri
$396K -$201K -1 -33%
MFBTD
533
MB Financial Bank - Trust Department
Illinois
$396K -$201K -1 -33%
1832 Asset Management
534
1832 Asset Management
Ontario, Canada
$396K – – –
AR
535
Advisory Research
Illinois
$396K – – –
AP
536
Appleton Partners
Massachusetts
$396K – – –
ABTD
537
Arvest Bank Trust Division
Oklahoma
$396K – – –
BWM
538
Baystate Wealth Management
Massachusetts
$396K – – –
BAM
539
Berkshire Asset Management
Pennsylvania
$396K – – –
BCC
540
Biglari Capital Corp
Texas
$396K – – –
BIM
541
Bridgecreek Investment Management
Oklahoma
$396K – – –
CB
542
Chemical Bank
Michigan
$396K – – –
CVM
543
Cheviot Value Management
California
$396K – – –
CIC
544
Chilton Investment Company
Connecticut
$396K – – –
CHC
545
City Holding Co
West Virginia
$396K – – –
CI
546
Conning Inc
Connecticut
$396K – – –
CIC
547
Cornercap Investment Counsel
Georgia
$396K – – –
CCMD
548
Cypress Capital Management (Delaware)
Delaware
$396K – – –
DT
549
Diversified Trust
Tennessee
$396K – – –
DWA
550
Dorsey Wright & Associates
California
$396K – – –
20 21
22
23 24

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.