W.R. Berkley
714 hedge funds and large institutions have $13.1B invested in W.R. Berkley in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 267 increasing their positions, 236 reducing their positions, and 45 closing their positions.
165% more call options, than puts
Call options by funds: $6.46M | Put options by funds: $2.44M
133% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 45
13% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 236
7% more funds holding
Funds holding: 666 → 714 (+48)
5% more capital invested
Capital invested by funds: $12.4B → $13.1B (+$667M)
7.02% less ownership
Funds ownership: 109.81% → 102.78% (-7%)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$639M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$39.8M |
| 3 |
BlackRock
New York
|
+$39.6M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$36.7M |
| 5 |
Man Group
London,
United Kingdom
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$835M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$89.5M |
| 3 |
First Eagle Investment Management
New York
|
-$55.6M |
| 4 |
JCM
Junto Capital Management
New York
|
-$55.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$40.6M |
WRB Hedge Fund Activity: Q4 2022 in Review
714 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2022, worth a combined $13.1B — up 5.4% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new WRB positions and 45 closed out — a net gain of 60 holders — while 267 added to existing stakes and 236 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $639M. The largest seller was Janus Henderson Group, cutting an estimated $835M.
- 714 institutional investors held W.R. Berkley (WRB) as of Q4 2022, up from 666 in Q3 2022.
- Funds reported $13.1B of W.R. Berkley stock for Q4 2022, up 5.4% quarter-over-quarter.
- 105 funds opened new W.R. Berkley positions in Q4 2022 and 45 closed out, a net change of +60 holders.
- The largest W.R. Berkley buyer in Q4 2022 was Morgan Stanley, an estimated $639M added.
- The largest W.R. Berkley seller in Q4 2022 was Janus Henderson Group, an estimated $835M sold.
Based on aggregated 13F filings for Q4 2022.