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W.R. Berkley

357 hedge funds and large institutions have $5.82B invested in W.R. Berkley in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.11M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $5.07B → $5.82B (+$749M)

3% more funds holding

Funds holding: 345357 (+12)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.91% more ownership

Funds ownership: 242.66%243.57% (+0.91%)

Holders
357
Holders Change
+12
Holders Change %
+3.48%
% of All Funds
8.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
47
Increased
127
Reduced
117
Closed
28
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$729K
KBC Group
227
KBC Group
Belgium
$693K +$327K +18,225 +107%
Twin Tree Management
228
Twin Tree Management
Texas
$677K +$570K +31,769 +1,222%
Pacer Advisors
229
Pacer Advisors
Pennsylvania
$675K +$15.3K +850 +3%
DIA
230
Dean Investment Associates
Ohio
$658K +$41.5K +2,311 +7%
MBA
231
McQueen Ball & Associates
Pennsylvania
$638K
Mariner
232
Mariner
Kansas
$582K +$530K +29,521 New
CIBC World Market
233
CIBC World Market
Ontario, Canada
$580K +$528K +29,410 New
LIM
234
Leavell Investment Management
Alabama
$575K +$103K +5,738 +24%
SAM
235
Symphony Asset Management
California
$555K +$4.43K +247 +0.9%
Creative Planning
236
Creative Planning
Kansas
$531K +$47.5K +2,646 +11%
BF
237
BOK Financial
Oklahoma
$530K +$33.4K +1,860 +7%
PRCM
238
Pine River Capital Management
Minnesota
$522K -$303K -16,875 -39%
IRF
239
IBM Retirement Fund
New York
$512K -$87.9K -4,897 -16%
XK
240
Xact Kapitalforvaltning
Sweden
$491K +$112K +6,224 +33%
US Bancorp
241
US Bancorp
Minnesota
$488K +$60.6K +3,375 +16%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$483K +$26.2K +1,458 +6%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$460K +$4.92K +274 +1%
SI
244
Stephens Inc
Arkansas
$441K
WAM
245
World Asset Management
Michigan
$438K -$25.2K -1,401 -6%
WBC
246
Westpac Banking Corp
Australia
$433K
HK
247
Horizon Kinetics
New York
$420K -$45.3K -2,521 -11%
FCM
248
Flinton Capital Management
Pennsylvania
$414K +$377K +20,999 New
WJA
249
Williams Jones & Associates
New York
$407K +$30.3K +1,688 +9%
RCM
250
Riverhead Capital Management
Delaware
$406K +$30.3K +1,688 +9%