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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
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$4.56M – – –
YL
202
YCG LLC
Texas
$4.55M -$3.22M -16 -41%
GD
203
Grandfield & Dodd
New York
$4.55M – – –
GLA
204
Great Lakes Advisors
Illinois
$4.55M – – –
SIM
205
Sterling Investment Management
Arizona
$4.55M – – –
TAM
206
Tocqueville Asset Management
New York
$4.55M – – –
ACM
207
Ashford Capital Management
Delaware
$4.35M – – –
SAA
208
Southeast Asset Advisors
Georgia
$4.35M – – –
WCM
209
Weik Capital Management
Pennsylvania
$4.35M – – –
JMPWA
210
JP Morgan Private Wealth Advisors
California
$4.35M +$403K +2 +10%
FFA
211
First Foundation Advisors
California
$4.15M -$318M -1,579 -99%
BEAM
212
Baker Ellis Asset Management
Washington
$4.15M – – –
Bessemer Group
213
Bessemer Group
New Jersey
$4.15M – – –
CC
214
Cannell Capital
Wyoming
$4.15M – – –
PC
215
Pecaut & Co
Iowa
$4.15M – – –
SA
216
SQ Advisors
Florida
$4.15M – – –
ASA
217
Armstrong Shaw Associates
Connecticut
$3.96M – – –
CSIC
218
Clifford Swan Investment Counsel
California
$3.96M – – –
EIA
219
Edgemoor Investment Advisors
Maryland
$3.96M – – –
GCMG
220
Gyroscope Capital Management Group
Florida
$3.96M – – –
PMG
221
Private Management Group
California
$3.96M – – –
IC
222
Immersion Capital
United Kingdom
$3.96M +$4.03M +20 New
FNT
223
First Nebraska Trust
Nebraska
$3.76M -$201K -1 -5%
AAM
224
AR Asset Management
California
$3.76M – – –
EA
225
Elm Advisors
California
$3.76M – – –
7 8
9
10 11

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.