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W.R. Berkley

351 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Twin Capital Management
Pennsylvania
$671K +$148K +7,300 +29%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$664K -$5.26M -259,743 -89%
BF
228
BOK Financial
Oklahoma
$629K +$12.4K +614 +2%
MAM
229
Martingale Asset Management
Massachusetts
$622K -$142 -7 -0%
WIS
230
Wright Investors Service
Connecticut
$616K -$59.8K -2,953 -9%
AAM
231
Aberdeen Asset Management
United Kingdom
$592K +$383K +18,927 +190%
TAM
232
Tyers Asset Management
Texas
$591K +$180K +8,883 +45%
SI
233
Stephens Inc
Arkansas
$585K +$166K +8,198 +40%
MBA
234
McQueen Ball & Associates
Pennsylvania
$582K
SOADOR
235
State of Alaska Department of Revenue
Alaska
$562K +$36.1K +1,782 +7%
Mariner
236
Mariner
Kansas
$559K -$41.5K -2,049 -7%
MG
237
Markel Group
Virginia
$553K +$547K +27,000 New
AIM
238
Assured Investment Management
New York
$523K +$516K +25,505 New
Creative Planning
239
Creative Planning
Kansas
$522K +$11.6K +574 +2%
SCM
240
Shelton Capital Management
Colorado
$508K
XK
241
Xact Kapitalforvaltning
Sweden
$505K -$104K -5,154 -17%
Simplex Trading
242
Simplex Trading
Illinois
$500K -$248K -12,231 -33%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$495K -$48.4K -2,393 -9%
US Bancorp
244
US Bancorp
Minnesota
$495K +$9.37K +463 +2%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$492K -$76K -3,756 -14%
Jacobs Levy Equity Management
246
Jacobs Levy Equity Management
New Jersey
$486K +$480K +23,693 New
PP
247
Paloma Partners
Connecticut
$483K -$483K -23,851 -50%
GT
248
Glenmede Trust
Pennsylvania
$482K
NA
249
Neuburgh Advisers
California
$464K +$141K +6,979 +45%
WAM
250
World Asset Management
Michigan
$463K +$2.65K +131 +0.6%