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W.R. Berkley
WRB

Overview Fund Activity

310 hedge funds and large institutions have $3.73B invested in W.R. Berkley in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 131 reducing their positions, and 39 closing their positions.

Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
8.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
91
Reduced
131
Closed
39
Calls
$20K
Puts
$628K
Net Calls
-$608K
Net Calls Change
-$907K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$81.9M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$496M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$226M
5
ESCM
5
Echo Street Capital Management
New York
$13.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.54M
2
FCM
2
Frontier Capital Management
Massachusetts
$19.4M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$4.84M
4
KAM
4
Keeley Asset Management
Illinois
$2.12M
5
GC
5
Guggenheim Capital
Illinois
$50.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
276
Evercore Wealth Management
New York
$79K 6,413 – –
HF
277
Hoxton Financial
West Virginia
$75K 6,075 – –
BRWM
278
B. Riley Wealth Management
Tennessee
$58K 4,725 +4,725 New
Canada Pension Plan Investment Board
279
Canada Pension Plan Investment Board
Ontario, Canada
$50K 4,050 +675 +20%
MIC
280
MU Investments Company
Japan
$49K 4,050 – –
HPBT
281
High Point Bank & Trust
North Carolina
$46K 3,713 – –
BCMIO
282
Beacon Capital Management Inc (Ohio)
Ohio
$42K 3,375 -1,519 -31%
GGPS
283
Gary Goldberg Planning Services
New York
$37K 3,038 – –
WCBA
284
Weaver C. Barksdale & Associates
Tennessee
$28K 2,271 +243 +12%
SAMC
285
Shinko Asset Management Company
Japan
$21K 1,688 – –
BGIM
286
Brandywine Global Investment Management
Pennsylvania
$19K 1,536 -278,842 -99%
LNB
287
Ledyard National Bank
$19K 1,536 – –
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$19K 1,539 – –
KLWA
289
Kelly Lawrence W & Associates
California
$18K 1,485 +675 +83%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$17K 1,357 -1,529 -53%
QBFM
291
QS Batterymarch Financial Management
New York
$17K 1,350 -675 -33%
RFA
292
Reilly Financial Advisors
California
$17K 1,411 – –
US Bancorp
293
US Bancorp
Minnesota
$14K 1,178 +510 +76%
GAM
294
Gemmer Asset Management
California
$11K 894 +894 New
PTC
295
Private Trust Company
Ohio
$10K 790 – –
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$9K 759 – –
CTC
297
Central Trust Company
Missouri
$8K 675 -169 -20%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K 689 – –
AW
299
Alpha Windward
Massachusetts
$7K 543 -35,033 -98%
Manulife (Manufacturers Life Insurance)
300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.42K 520,634 -30,247 -5%
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