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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
251
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.25M -$295K -6,801 -11%
GIBU
252
Gulf International Bank (UK)
United Kingdom
$2.19M
CWM
253
CIBC World Markets
New York
$2.18M -$876K -20,167 -28%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$2.1M -$131K -3,015 -6%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$2.09M +$1.26M +29,118 +150%
IG
256
ING Group
Netherlands
$2.07M -$483K -11,115 -19%
JF
257
Jump Financial
Illinois
$2.06M -$3.09M -71,238 -60%
Mariner
258
Mariner
Kansas
$2.06M +$471K +10,845 +29%
MFS
259
Mirabella Financial Services
United Kingdom
$2.04M -$2.02M -46,440 -50%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$2M +$778K +17,925 +63%
SVWAG
261
Sound View Wealth Advisors Group
Georgia
$1.99M +$174 +4 +0%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$1.97M +$464K +10,677 +31%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.93M -$40.8K -940 -2%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$1.89M +$135K +3,106 +8%
NYLIM
265
New York Life Investment Management
New York
$1.87M -$40.7K -937 -2%
TPSF
266
Texas Permanent School Fund
Texas
$1.87M +$80.2K +1,847 +4%
CT
267
Caldwell Trust
Florida
$1.86M
Capital Fund Management (CFM)
268
Capital Fund Management (CFM)
France
$1.86M +$518K +11,934 +38%
SO
269
STRS Ohio
Ohio
$1.85M +$60.7K +1,398 +3%
MOACM
270
Mutual of America Capital Management
New York
$1.83M -$17.4K -401 -0.9%
CS
271
Candriam SCA
Luxembourg
$1.82M -$320K -7,373 -15%
Creative Planning
272
Creative Planning
Kansas
$1.8M +$436K +10,043 +32%
APIM
273
Agate Pass Investment Management
Washington
$1.76M +$15.7K +362 +0.9%
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$1.7M -$3.78K -87 -0.2%
DIA
275
Dean Investment Associates
Ohio
$1.68M -$32.6K -752 -2%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.