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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$321K +$271K +12,970 +674%
LPL Financial
277
LPL Financial
California
$308K +$298K +14,293 New
DIM
278
DC Investments Management
Virginia
$301K -$74.6K -3,577 -20%
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$294K -$124K -5,950 -30%
TSW
280
Thompson Siegel & Walmsley
Virginia
$284K
CCM
281
Cadence Capital Management
Massachusetts
$279K
MPAM
282
Murphy Pohlad Asset Management
Minnesota
$279K
RC
283
RegentAtlantic Capital
New Jersey
$277K +$56.3K +2,700 +27%
SSW
284
Smith Shellnut Wilson
Mississippi
$267K +$259K +12,403 New
BA
285
Bridgewater Associates
Connecticut
$255K +$247K +11,860 New
MAM
286
Martingale Asset Management
Massachusetts
$253K -$205K -9,832 -46%
RJFSA
287
Raymond James Financial Services Advisors
Florida
$252K -$38.5K -1,846 -14%
Holocene Advisors
288
Holocene Advisors
New York
$242K -$681K -32,626 -74%
CI
289
Cigna Investments
Connecticut
$240K -$20.6K -989 -8%
DI
290
Diligent Investors
California
$240K
AP
291
Advisor Partners
California
$239K +$10.2K +489 +5%
VIA
292
Vident Investment Advisory
Georgia
$233K +$19.9K +952 +10%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$229K +$5.22K +250 +2%
B
294
Brightworth
Georgia
$229K +$222K +10,618 New
VAM
295
Visionary Asset Management
Texas
$228K +$18.4K +881 +9%
Nordea Investment Management
296
Nordea Investment Management
Sweden
$226K
EOJOAM
297
E. Ohman J:or Asset Management
Sweden
$225K
OMCS
298
Old Mutual Customised Solutions
South Africa
$225K
II
299
IFM Investors
Australia
$223K +$216K +10,375 New
Skandinaviska Enskilda Banken (SEB)
300
Skandinaviska Enskilda Banken (SEB)
Sweden
$218K -$28.5K -1,364 -12%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.