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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
276
MML Investors Services
Massachusetts
$1.68M +$348K +8,013 +26%
IMRF
277
Illinois Municipal Retirement Fund
Illinois
$1.68M +$924K +21,285 +121%
HIS
278
Horizon Investment Services
Indiana
$1.66M +$847K +19,509 +103%
RJT
279
Raymond James Trust
Florida
$1.64M +$11.8K +271 +0.7%
AIL
280
AGF Investments LLC
Ontario, Canada
$1.64M +$752K +17,324 +83%
Wealthfront Advisers
281
Wealthfront Advisers
California
$1.63M -$124K -2,865 -7%
WCWM
282
Willow Creek Wealth Management
California
$1.59M
NAM
283
Nissay Asset Management
Japan
$1.59M +$52.2K +1,203 +3%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$1.56M
DGAM
285
Desjardins Global Asset Management
Quebec, Canada
$1.56M -$207K -4,770 -12%
CNB
286
Czech National Bank
Czech Republic
$1.53M +$1.55M +35,604 New
Lido Advisors
287
Lido Advisors
California
$1.47M +$854K +19,664 +136%
CI
288
CX Institutional
Indiana
$1.46M +$82.6K +1,903 +6%
X
289
Xponance
Pennsylvania
$1.44M +$198K +4,554 +16%
Macquarie Group
290
Macquarie Group
Australia
$1.43M -$10.2M -235,704 -88%
QC
291
Quadrature Capital
United Kingdom
$1.41M -$279K -6,423 -16%
QT
292
Quantbot Technologies
New York
$1.41M -$2.01M -46,222 -59%
LIM
293
Leavell Investment Management
Alabama
$1.4M
MCM
294
McKinley Capital Management
Alaska
$1.39M +$1.4M +32,265 New
EGI
295
EAM Global Investors
California
$1.38M -$1.2M -27,739 -46%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$1.34M -$242K -5,580 -15%
HIM
297
Hanlon Investment Management
New Jersey
$1.32M +$111K +2,547 +9%
PS
298
Pensionfund Sabic
Netherlands
$1.29M +$1.3M +30,000 New
PCS
299
Personal CFO Solutions
New Jersey
$1.29M +$250K +5,753 +24%
ECM
300
Elgethun Capital Management
South Dakota
$1.28M +$1.43K +33 +0.1%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.