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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
RWA
576
Ropes Wealth Advisors
Massachusetts
$396K – – –
RIL
577
Rothschild Investment LLC
Illinois
$396K – – –
ST
578
Sabal Trust
Florida
$396K – – –
SIM
579
Sadoff Investment Management
Wisconsin
$396K – – –
SBCM
580
Schwerin Boyle Capital Management
Massachusetts
$396K – – –
SMC
581
S. Muoio & Co
New York
$396K – – –
SA
582
SRH Advisors
Kansas
$396K – – –
SFSG
583
Stearns Financial Services Group
North Carolina
$396K – – –
SCM
584
Stellar Capital Management
Arizona
$396K – – –
SCM
585
Sterneck Capital Management
Missouri
$396K – – –
SCM
586
Stonebridge Capital Management
California
$396K – – –
TNB
587
Thomasville National Bank
Georgia
$396K – – –
TCOV
588
Trust Company of Vermont
Vermont
$396K – – –
UAM
589
UAS Asset Management
New York
$396K – – –
WB
590
Webster Bank
Connecticut
$396K – – –
WSCM
591
Wellington Shields Capital Management
New York
$396K – – –
ZIG
592
Zuckerman Investment Group
Illinois
$396K – – –
AW
593
ACG Wealth
Georgia
$396K +$403K +2 New
ACP
594
Arcus Capital Partners
Georgia
$396K +$403K +2 New
BRF
595
B. Riley Financial
California
$396K +$403K +2 New
FNBOMD
596
First National Bank of Mount Dora
Florida
$396K +$403K +2 New
FPB
597
First PREMIER Bank
South Dakota
$396K +$403K +2 New
MFW
598
Meristem Family Wealth
Minnesota
$396K +$403K +2 New
RCAMU
599
Rothschild & Co Asset Management US
Connecticut
$396K +$403K +2 New
SFG
600
Sage Financial Group
Pennsylvania
$396K +$403K +2 New
22 23
24
25 26

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.