W.R. Berkley
392 hedge funds and large institutions have $7B invested in W.R. Berkley in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 30 closing their positions.
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
16% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $1.65M
13% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 124
10% more capital invested
Capital invested by funds: $6.39B → $7B (+$612M)
2% more funds holding
Funds holding: 383 → 392 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.66% less ownership
Funds ownership: 247.86% → 243.19% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$140M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$34.4M |
| 3 |
BlackRock
New York
|
+$18.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$14.4M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$248M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$36.3M |
| 3 |
Millennium Management
New York
|
-$30.9M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$14.4M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$14.2M |
WRB Hedge Fund Activity: Q3 2018 in Review
392 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2018, worth a combined $7B — up 9.6% from $6.39B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WRB positions and 30 closed out — a net gain of 12 holders — while 140 added to existing stakes and 124 trimmed.
The largest buyer was Atlanta Capital Management, adding an estimated $140M. The largest seller was Eagle Capital Management (New York), cutting an estimated $248M.
- 392 institutional investors held W.R. Berkley (WRB) as of Q3 2018, up from 383 in Q2 2018.
- Funds reported $7B of W.R. Berkley stock for Q3 2018, up 9.6% quarter-over-quarter.
- 42 funds opened new W.R. Berkley positions in Q3 2018 and 30 closed out, a net change of +12 holders.
- The largest W.R. Berkley buyer in Q3 2018 was Atlanta Capital Management, an estimated $140M added.
- The largest W.R. Berkley seller in Q3 2018 was Eagle Capital Management (New York), an estimated $248M sold.
Based on aggregated 13F filings for Q3 2018.