Berkshire Hathaway Class A
BRK.A
784 hedge funds and large institutions have $31.8B invested in Berkshire Hathaway Class A in 2016 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 73 increasing their positions, 106 reducing their positions, and 22 closing their positions.
3,099.4% more ownership
Funds ownership: 27.07% → 3,126.47% (+3,099%)
627% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 22
20% more funds holding
Funds holding: 653 → 784 (+131)
7% more capital invested
Capital invested by funds: $29.6B → $31.8B (+$2.17B)
2% more funds holding in top 10
Funds holding in top 10: 82 → 84 (+2)
31% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$4.92T |
| 2 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$75.3B |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$1.12B |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$754M |
| 5 |
SRP
Saddle Road Partners
Omaha,
Nebraska
|
+$277M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$12.1B |
| 2 |
First Eagle Investment Management
New York
|
-$358M |
| 3 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$223M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$125M |
| 5 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$29.9M |
BRK.A Hedge Fund Activity: Q1 2016 in Review
784 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2016, worth a combined $31.8B — up 7.3% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new BRK.A positions and 22 closed out — a net gain of 138 holders — while 73 added to existing stakes and 106 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $4.92T. The largest seller was Frontier Wealth Management, cutting an estimated $12.1B.
- 784 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2016, up from 653 in Q4 2015.
- Funds reported $31.8B of Berkshire Hathaway Class A stock for Q1 2016, up 7.3% quarter-over-quarter.
- 160 funds opened new Berkshire Hathaway Class A positions in Q1 2016 and 22 closed out, a net change of +138 holders.
- The largest Berkshire Hathaway Class A buyer in Q1 2016 was Royal London Asset Management, an estimated $4.92T added.
- The largest Berkshire Hathaway Class A seller in Q1 2016 was Frontier Wealth Management, an estimated $12.1B sold.
Based on aggregated 13F filings for Q1 2016.