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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$183M
2
Invesco
Invesco
Georgia
$339M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
5
CF
Cantor Fitzgerald
New York
$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
$0
2
Victory Capital Management
Victory Capital Management
Texas
$365M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$312M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$640M
5
ACM
Atlanta Capital Management
Georgia
$613M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.65M -$271K -5,959 -14%
NAM
277
Nissay Asset Management
Japan
$1.62M +$16.8K +369 +1%
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
$1.59M -$672K -14,777 -30%
TCM
279
Teza Capital Management
Illinois
$1.58M +$1.58M +34,608 New
SC
280
SRB Corp
Massachusetts
$1.54M -$215K -4,720 -12%
LIM
281
Leavell Investment Management
Alabama
$1.49M -$46 -1 -0%
BA
282
Bellwether Advisors
Nebraska
$1.46M +$1.45M +31,777 +9,486%
CI
283
CX Institutional
Indiana
$1.46M -$252K -5,541 -15%
Creative Planning
284
Creative Planning
Kansas
$1.45M +$87.4K +1,921 +6%
SG Americas Securities
285
SG Americas Securities
New York
$1.45M +$915K +20,100 +172%
Capital Fund Management (CFM)
286
Capital Fund Management (CFM)
France
$1.42M +$1.42M +31,160 New
MAM
287
McLean Asset Management
Virginia
$1.41M +$2.09K +46 +0.1%
MML Investors Services
288
MML Investors Services
Massachusetts
$1.41M +$576K +12,659 +69%
KWM
289
Kingsview Wealth Management
Oregon
$1.39M +$1.39M +30,450 New
IIM
290
INTECH Investment Management
Florida
$1.37M +$1.37M +30,011 New
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M -$635K -13,951 -32%
BS
292
Banco Santander
Spain
$1.36M -$8.79M -193,078 -87%
PCM
293
Prelude Capital Management
New York
$1.35M +$1.35M +29,574 New
ECM
294
Elgethun Capital Management
South Dakota
$1.34M +$6.77K +150 +0.5%
CAAS
295
Capital Asset Advisory Services
Michigan
$1.34M +$20.6K +448 +2%
X
296
Xponance
Pennsylvania
$1.31M +$386K +8,475 +42%
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$1.3M – – –
HLOC
298
H.L. Ormond & Company
North Carolina
$1.29M -$49.1K -1,079 -4%
HIM
299
Hanlon Investment Management
New Jersey
$1.28M +$66.5K +1,461 +5%
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
$1.27M +$836K +18,371 +194%
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