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W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
276
FORA Capital
Florida
$836K +$840K +27,207 New
Voloridge Investment Management
277
Voloridge Investment Management
Florida
$820K -$1.32M -42,923 -62%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$774K -$962K -31,163 -55%
Verition Fund Management
279
Verition Fund Management
Connecticut
$771K -$71.5K -2,315 -8%
OAM
280
Optimal Asset Management
California
$761K +$765K +24,773 New
QSS
281
Quantitative Systematic Strategies
Florida
$746K -$703K -22,786 -48%
PAG
282
Private Advisor Group
New Jersey
$738K +$742K +24,041 New
AI
283
Atria Investments
North Carolina
$733K +$453K +14,666 +160%
Capital Fund Management (CFM)
284
Capital Fund Management (CFM)
France
$712K +$174K +5,625 +32%
Ensign Peak Advisors
285
Ensign Peak Advisors
Utah
$712K +$715K +23,175 New
SFI
286
Susquehanna Fundamental Investments
Pennsylvania
$705K – – –
NICM
287
Neo Ivy Capital Management
New York
$702K +$81.2K +2,632 +13%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$701K -$63.7K -2,065 -8%
National Pension Service
289
National Pension Service
South Korea
$693K +$599K +19,392 +609%
IG
290
ING Group
Netherlands
$688K +$691K +22,394 New
SP
291
Symmetry Partners
Connecticut
$686K – – –
WAM
292
World Asset Management
Michigan
$677K +$84.9K +2,749 +14%
IA
293
IFG Advisory
Georgia
$675K -$27.8K -900 -4%
WCM
294
Weld Capital Management
New York
$675K +$679K +21,992 New
WBC
295
Westpac Banking Corp
Australia
$650K – – –
COPPSERS
296
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$646K -$1.12M -36,304 -63%
Skandinaviska Enskilda Banken (SEB)
297
Skandinaviska Enskilda Banken (SEB)
Sweden
$620K -$274K -8,885 -31%
HMS
298
Hanseatic Management Services
New Mexico
$620K – – –
EAM
299
Erste Asset Management
Austria
$617K – – –
BFM
300
Boothbay Fund Management
New York
$617K +$621K +20,102 New
10 11
12
13 14

WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.