Berkshire Hathaway Class A
BRK.A
637 hedge funds and large institutions have $28.7B invested in Berkshire Hathaway Class A in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 146 closing their positions.
0.6% more ownership
Funds ownership: 26.94% → 27.54% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 80 → 80 (0)
6% less capital invested
Capital invested by funds: $30.4B → $28.7B (-$1.77B)
16% less funds holding
Funds holding: 759 → 637 (-122)
24% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 102
82% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.15B |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
+$321M |
| 3 |
JP Morgan Chase
New York
|
+$149M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$89.8M |
| 5 |
BIC
Bridges Investment Counsel
Omaha,
Nebraska
|
+$52.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$171M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$166M |
| 3 |
RHFI
Reilly Herbert Faulkner III
|
-$143M |
| 4 |
First Manhattan
New York
|
-$136M |
| 5 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$84.4M |
BRK.A Hedge Fund Activity: Q3 2015 in Review
637 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2015, worth a combined $28.7B — down 5.8% from $30.4B a quarter earlier.
Sellers outnumbered buyers: 146 funds closed out of BRK.A and 26 opened new positions — a net loss of 120 holders — while 102 trimmed existing stakes and 78 added.
The largest buyer was Frontier Wealth Management, adding an estimated $1.15B. The largest seller was Invesco, exiting entirely with an estimated $171M sold.
- 637 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2015, down from 759 in Q2 2015.
- Funds reported $28.7B of Berkshire Hathaway Class A stock for Q3 2015, down 5.8% quarter-over-quarter.
- 26 funds opened new Berkshire Hathaway Class A positions in Q3 2015 and 146 closed out, a net change of -120 holders.
- The largest Berkshire Hathaway Class A buyer in Q3 2015 was Frontier Wealth Management, an estimated $1.15B added.
- The largest Berkshire Hathaway Class A seller in Q3 2015 was Invesco, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2015.