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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
226
Fort Washington Investment Advisors
Ohio
$764K -$168K -8,029 -18%
PA
227
Profund Advisors
Maryland
$761K -$66.5K -3,186 -8%
NIMI
228
Natixis Investment Managers International
France
$758K +$734K +35,184 New
XK
229
Xact Kapitalforvaltning
Sweden
$756K +$58.1K +2,784 +9%
JMPWA
230
JP Morgan Private Wealth Advisors
California
$746K +$117K +5,616 +19%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$739K
MWNA
232
Marshall Wace North America
New York
$733K -$44.9K -2,153 -6%
Aberdeen Group
233
Aberdeen Group
United Kingdom
$714K +$37.5K +1,795 +6%
BF
234
BOK Financial
Oklahoma
$702K -$144K -6,878 -17%
GT
235
Glenmede Trust
Pennsylvania
$683K
NAM
236
Nissay Asset Management
Japan
$651K +$22.5K +1,077 +4%
NA
237
Neuburgh Advisers
California
$633K +$20.1K +965 +3%
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$631K +$171K +8,195 +39%
LNC
239
Lincoln National Corp
Pennsylvania
$629K +$609K +29,184 New
Mariner
240
Mariner
Kansas
$621K +$32.6K +1,563 +6%
MBA
241
McQueen Ball & Associates
Pennsylvania
$612K
LFA
242
Legacy Financial Advisors
Kentucky
$583K +$174K +8,353 +45%
IA
243
IFG Advisory
Georgia
$582K -$46.8K -2,241 -8%
WIS
244
Wright Investors Service
Connecticut
$570K -$19.4K -932 -3%
Creative Planning
245
Creative Planning
Kansas
$561K +$39.8K +1,907 +8%
SMDAM
246
Sumitomo Mitsui DS Asset Management
Japan
$555K +$45.3K +2,170 +9%
SI
247
Stephens Inc
Arkansas
$507K -$73K -3,497 -13%
SCM
248
Shelton Capital Management
Colorado
$495K -$38.2K -1,832 -7%
6M
249
6 Meridian
Kansas
$488K +$11.5K +553 +3%
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
$485K +$67K +3,213 +17%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.