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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
PR
626
Payden & Rygel
California
$198K – – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$198K – – –
SIA
628
SeaBridge Investment Advisors
New Jersey
$198K – – –
SMG
629
Spectrum Management Group
Indiana
$198K – – –
SAS
630
Stelac Advisory Services
New York
$198K – – –
SF
631
Synovus Financial
Georgia
$198K – – –
TF
632
Tompkins Financial
New York
$198K – – –
VHAM
633
Van Hulzen Asset Management
California
$198K – – –
WA
634
WFG Advisors
Texas
$198K – – –
AIA
635
Allegis Investment Advisors
Idaho
$198K +$201K +1 New
CFG
636
Citizens Financial Group
Rhode Island
$198K +$201K +1 New
OC
637
Oakworth Capital
Alabama
$198K +$201K +1 New
PIM
638
Profit Investment Management
Maryland
$198K +$201K +1 New
KCPG
639
Kavar Capital Partners Group
Kansas
$197K – – –
NFG
640
Next Financial Group
Texas
$197K – – –
TCCM
641
Timber Creek Capital Management
Massachusetts
$197K – – –
HW
642
Hedeker Wealth
Illinois
$197K +$201K +1 New
ATC
643
Adirondack Trust Company
New York
$194K +$201K +1 New
ZB
644
Zions Bancorporation
Utah
$191K +$201K +1 New
KFA
645
Kelleher Financial Advisors
New York
$158K – – –
SI
646
Sentry Investments
Ontario, Canada
$113K +$5.23M +26 +5%
CAM
647
Chou Associates Management
Ontario, Canada
$59.3K – – –
Manulife (Manufacturers Life Insurance)
648
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.4K +$33M +164 New
FNBOO
649
First National Bank of Omaha
Nebraska
$10.5K -$604K -3 -5%
CG
650
Colony Group
Massachusetts
$7K – – –
24 25
26
27 28

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.