Berkshire Hathaway Class A
BRK.A
780 hedge funds and large institutions have $31.6B invested in Berkshire Hathaway Class A in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 93 reducing their positions, and 37 closing their positions.
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
0% less funds holding
Funds holding: 783 → 780 (-3)
0.41% less ownership
Funds ownership: 20.08% → 19.67% (-0.41%)
1% less capital invested
Capital invested by funds: $32B → $31.6B (-$336M)
4% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 93
12% less funds holding in top 10
Funds holding in top 10: 84 → 74 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$106M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$106M |
| 3 |
VF
Virtu Financial
New York
|
+$104M |
| 4 |
Morgan Stanley
New York
|
+$102M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Lourd Capital
Beverly Hills,
California
|
-$562M |
| 2 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$359M |
| 3 |
SRP
Saddle Road Partners
Omaha,
Nebraska
|
-$297M |
| 4 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$149M |
| 5 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$95.8M |
BRK.A Hedge Fund Activity: Q2 2016 in Review
780 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2016, worth a combined $31.6B — down 1.1% from $32B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 37 closed out — a net gain of 4 holders — while 89 added to existing stakes and 93 trimmed.
The largest buyer was Aspiriant LLC, adding an estimated $106M. The largest seller was Lourd Capital, exiting entirely with an estimated $562M sold.
- 780 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2016, down from 783 in Q1 2016.
- Funds reported $31.6B of Berkshire Hathaway Class A stock for Q2 2016, down 1.1% quarter-over-quarter.
- 41 funds opened new Berkshire Hathaway Class A positions in Q2 2016 and 37 closed out, a net change of +4 holders.
- The largest Berkshire Hathaway Class A buyer in Q2 2016 was Aspiriant LLC, an estimated $106M added.
- The largest Berkshire Hathaway Class A seller in Q2 2016 was Lourd Capital, an estimated $562M sold.
Based on aggregated 13F filings for Q2 2016.