Berkshire Hathaway Class A
BRK.A
759 hedge funds and large institutions have $30.4B invested in Berkshire Hathaway Class A in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 116 reducing their positions, and 31 closing their positions.
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
2.83% more ownership
Funds ownership: 24.11% → 26.94% (+2.8%)
1% more funds holding
Funds holding: 754 → 759 (+5)
6% less capital invested
Capital invested by funds: $32.4B → $30.4B (-$1.96B)
7% less funds holding in top 10
Funds holding in top 10: 86 → 80 (-6)
44% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 116
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$12.3B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$282M |
| 3 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$215M |
| 4 |
MIM
Marco Investment Management
Atlanta,
Georgia
|
+$193M |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$4.97B |
| 2 |
HP
Hikari Power
Tokyo,
Japan
|
-$1.2B |
| 3 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$428M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$172M |
| 5 |
AWG
Alpha Wave Global
New York
|
-$104M |
BRK.A Hedge Fund Activity: Q2 2015 in Review
759 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2015, worth a combined $30.4B — down 6.1% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 31 closed out — a net gain of 10 holders — while 65 added to existing stakes and 116 trimmed.
The largest buyer was Frontier Wealth Management, adding an estimated $12.3B. The largest seller was Cambridge Advisors, cutting an estimated $4.97B.
- 759 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2015, up from 754 in Q1 2015.
- Funds reported $30.4B of Berkshire Hathaway Class A stock for Q2 2015, down 6.1% quarter-over-quarter.
- 41 funds opened new Berkshire Hathaway Class A positions in Q2 2015 and 31 closed out, a net change of +10 holders.
- The largest Berkshire Hathaway Class A buyer in Q2 2015 was Frontier Wealth Management, an estimated $12.3B added.
- The largest Berkshire Hathaway Class A seller in Q2 2015 was Cambridge Advisors, an estimated $4.97B sold.
Based on aggregated 13F filings for Q2 2015.