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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$139M |
| 2 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$101M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$65.2M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$61.4M |
| 5 |
VF
Virtu Financial
New York
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$442M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$318M |
| 3 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$179M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$94.6M |
| 5 |
JP Morgan Chase
New York
|
-$79.1M |
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.