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W.R. Berkley

360 hedge funds and large institutions have $5.87B invested in W.R. Berkley in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 117

3% more funds holding

Funds holding: 351360 (+9)

0.62% more ownership

Funds ownership: 243.97%244.59% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.06B → $5.87B (-$196M)

52% less call options, than puts

Call options by funds: $567K | Put options by funds: $1.19M

Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
8.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
41
Increased
131
Reduced
117
Closed
29
Calls
$567K
Puts
$1.19M
Net Calls
-$620K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$696K
TAF
227
Tredje AP-fonden
Sweden
$688K +$37.2K +1,856 +6%
PP
228
Paloma Partners
Connecticut
$643K +$180K +8,967 +38%
TAM
229
Tyers Asset Management
Texas
$618K +$49.2K +2,457 +9%
BF
230
BOK Financial
Oklahoma
$607K -$400 -20 -0.1%
Aberdeen Group
231
Aberdeen Group
United Kingdom
$600K +$608K +30,351 New
SI
232
Stephens Inc
Arkansas
$587K +$23K +1,148 +4%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$586K +$43.9K +2,194 +8%
WIS
234
Wright Investors Service
Connecticut
$578K -$16.5K -823 -3%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$568K -$334K -16,696 -37%
CA
236
Commerzbank Aktiengesellschaft
Germany
$568K -$130K -6,500 -18%
MBA
237
McQueen Ball & Associates
Pennsylvania
$562K
GT
238
Glenmede Trust
Pennsylvania
$559K +$105K +5,251 +23%
JMPWA
239
JP Morgan Private Wealth Advisors
California
$552K -$314K -15,663 -36%
Mariner
240
Mariner
Kansas
$539K
XK
241
Xact Kapitalforvaltning
Sweden
$518K +$31K +1,549 +6%
SCM
242
Shelton Capital Management
Colorado
$490K
US Bancorp
243
US Bancorp
Minnesota
$486K +$7.91K +395 +2%
NA
244
Neuburgh Advisers
California
$486K +$38.7K +1,931 +9%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$478K
Creative Planning
246
Creative Planning
Kansas
$476K -$28.8K -1,438 -6%
Jane Street
247
Jane Street
New York
$474K +$480K +23,956 New
MAM
248
Martingale Asset Management
Massachusetts
$467K -$135K -6,753 -22%
WAM
249
World Asset Management
Michigan
$448K +$1.3K +65 +0.3%
BTS
250
BB&T Securities
Virginia
$445K +$27.5K +1,374 +6%