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W.R. Berkley
WRB

Overview Fund Activity

348 hedge funds and large institutions have $5.3B invested in W.R. Berkley in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
–
Holders Change %
0%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
34
Increased
137
Reduced
99
Closed
29
Calls
$1.83M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
-$1.24M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$127M
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.3M
3
PI
3
PGGM Investments
Netherlands
$36.2M
4
EVM
4
Eaton Vance Management
Massachusetts
$22.7M
5
BFA
5
BlackRock Fund Advisors
California
$270M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$2M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$63.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.02M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
276
Smith Salley Wealth Management
North Carolina
$222K +$222K +12,521 New
B
277
Brightworth
Georgia
$213K +$213K +11,971 New
DI
278
Diligent Investors
California
$204K -$12K -675 -6%
Nordea Investment Management
279
Nordea Investment Management
Sweden
$186K – – –
Canada Pension Plan Investment Board
280
Canada Pension Plan Investment Board
Ontario, Canada
$174K -$5.39K -304 -3%
LSV Asset Management
281
LSV Asset Management
Illinois
$167K – – –
EWM
282
Evercore Wealth Management
New York
$159K – – –
AAM
283
Advisors Asset Management
Colorado
$157K – – –
Parallax Volatility Advisers
284
Parallax Volatility Advisers
California
$144K +$125K +7,070 +667%
OMCS
285
Old Mutual Customised Solutions
South Africa
$138K – – –
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$138K – – –
EOJOAM
287
E. Ohman J:or Asset Management
Sweden
$138K – – –
SEI Investments
288
SEI Investments
Pennsylvania
$136K +$5.74K +324 +4%
MSV
289
MN Services Vermogensbeheer
Netherlands
$132K – – –
AG
290
Advisor Group
Arizona
$125K +$125K +7,219 New
CCA
291
Checchi Capital Advisers
California
$110K -$17.3K -975 -14%
ICOM
292
Investment Counselors of Maryland
Maryland
$107K – – –
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$104K -$8.77K -496 -8%
RA
294
Rational Advisors
New York
$90K +$90K +5,063 New
WP
295
WealthPLAN Partners
Nebraska
$89.4K +$89.4K +10,625 New
Fuller & Thaler Asset Management
296
Fuller & Thaler Asset Management
California
$78K – – –
TRCT
297
Tower Research Capital (TRC)
New York
$76K +$76K +4,293 New
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$69K -$7.22K -409 -9%
MAM
299
Mizuho Asset Management
Japan
$67K +$35.6K +2,015 +113%
TF
300
Tompkins Financial
New York
$63K – – –
10 11
12
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