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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
BO
76
BRR OpCo
Ohio
$28.9M +$604K +3 +2%
ZIG
77
Zurich Insurance Group
Switzerland
$28.1M -$1.21M -6 -4%
UBS AM
78
UBS AM
Illinois
$28.1M -$1.21M -6 -4%
Renaissance Technologies
79
Renaissance Technologies
New York
$26.5M -$604K -3 -2%
M2MC
80
Matthew 25 Management Corp
Pennsylvania
$25.7M -$4.03M -20 -13%
WDL
81
Well Done LLC
Michigan
$25.1M +$25.6M +127 New
SB
82
Suntrust Banks
Georgia
$25.1M +$201K +1 +0.8%
SOMRS
83
State of Michigan Retirement System
Michigan
$22.9M – – –
Toronto Dominion Bank
84
Toronto Dominion Bank
Ontario, Canada
$22.7M – – –
LIM
85
Lagoda Investment Management
New York
$22.4M -$201K -1 -0.9%
GAI
86
General American Investors
New York
$21.8M – – –
DAM
87
Davis Asset Management
California
$20.8M +$3.42M +17 +19%
SMI
88
Shelter Mutual Insurance
Missouri
$20M – – –
Eagle Capital Management (New York)
89
Eagle Capital Management (New York)
New York
$19.8M – – –
BC
90
Bartlett & Co
Ohio
$19M – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$19M – – –
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$18.8M – – –
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$18.8M – – –
HK
94
Horizon Kinetics
New York
$18.4M – – –
NO
95
Ninety One
South Africa
$18.1M – – –
SAIG
96
Semper Augustus Investments Group
Colorado
$17M – – –
LWCA
97
Locust Wood Capital Advisers
New York
$16.4M – – –
CGT
98
Capital Guardian Trust
California
$16M -$2.42M -12 -13%
William Blair & Company
99
William Blair & Company
Illinois
$16M +$403K +2 +3%
CT
100
Cambridge Trust
Massachusetts
$15.6M -$201K -1 -1%
2 3
4
5 6

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.