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W.R. Berkley
WRB

770 hedge funds and large institutions have $15.9B invested in W.R. Berkley in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 276 increasing their positions, 262 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

18% more capital invested

Capital invested by funds: $13.4B → $15.9B (+$2.41B)

6% more funds holding

Funds holding: 724 → 770 (+46)

5% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 262

5.6% less ownership

Funds ownership: 110.74% → 105.14% (-5.6%)

28% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $19.2M

Holders
770
Holders Change
+46
Holders Change %
+6.35%
% of All Funds
11.09%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
101
Increased
276
Reduced
262
Closed
46
Calls
$13.9M
Puts
$19.2M
Net Calls
-$5.3M
Net Calls Change
-$5.38M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$71M
2
Invesco
Invesco
Georgia
+$46.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$39.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$39.1M
5
JCM
Junto Capital Management
New York
+$38M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.02B
2
Victory Capital Management
Victory Capital Management
Texas
-$84.9M
3
BlackRock
BlackRock
New York
-$55.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.9M
5
State Street
State Street
Massachusetts
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
251
Ameritas Investment Partners
Nebraska
$3M -$21K -389 -0.8%
GWCM
252
Godshalk Welsh Capital Management
Pennsylvania
$3M -$2.06K -38 -0.1%
SC
253
Sepio Capital
Utah
$2.92M -$383K -7,089 -13%
TAF
254
Tredje AP-fonden
Sweden
$2.88M – – –
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.84M +$22.7K +420 +0.9%
TPCW
256
TD Private Client Wealth
New York
$2.77M +$9.3K +172 +0.4%
BAM
257
Belpointe Asset Management
Nevada
$2.74M – – –
SVWAG
258
Sound View Wealth Advisors Group
Georgia
$2.73M -$83.7K -1,548 -3%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$2.7M +$193K +3,568 +8%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$2.64M +$201K +3,725 +9%
AWM
261
Accurate Wealth Management
Florida
$2.63M +$97.5K +1,802 +4%
DIA
262
Dean Investment Associates
Ohio
$2.62M -$219K -4,047 -8%
SO
263
STRS Ohio
Ohio
$2.6M +$130K +2,397 +6%
BPA
264
Beacon Pointe Advisors
California
$2.58M -$45.9K -849 -2%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$2.56M +$607K +11,216 +25%
CT
266
Caldwell Trust
Florida
$2.54M – – –
MML Investors Services
267
MML Investors Services
Massachusetts
$2.54M +$403K +7,443 +21%
RJT
268
Raymond James Trust
Florida
$2.51M -$83.1K -1,536 -3%
NYLIM
269
New York Life Investment Management
New York
$2.45M -$97K -1,794 -4%
X
270
Xponance
Pennsylvania
$2.45M +$134K +2,469 +6%
TAM
271
Tealwood Asset Management
Minnesota
$2.43M +$2.23M +41,189 New
YCM
272
Yousif Capital Management
Michigan
$2.42M -$57.4K -1,061 -3%
AM
273
AGF Management
Ontario, Canada
$2.39M -$1.02M -18,825 -32%
AIC
274
Aurora Investment Counsel
Georgia
$2.37M +$35.9K +664 +2%
MOACM
275
Mutual of America Capital Management
New York
$2.35M -$56.2K -1,039 -3%
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