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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$1.91M -$71.8K -1,731 -4%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$1.87M -$33K -795 -2%
MOACM
278
Mutual of America Capital Management
New York
$1.82M -$3.2K -77 -0.2%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$1.81M +$15.5K +373 +0.9%
NYLIM
280
New York Life Investment Management
New York
$1.8M -$125 -3 -0%
TCM
281
Teza Capital Management
Illinois
$1.8M +$1.8M +43,275 New
NG
282
NatWest Group
United Kingdom
$1.78M -$3.34M -80,568 -65%
GIBU
283
Gulf International Bank (UK)
United Kingdom
$1.74M -$393K -9,480 -18%
Macquarie Group
284
Macquarie Group
Australia
$1.71M +$573K +14,723 +50%
DIA
285
Dean Investment Associates
Ohio
$1.71M +$280K +6,735 +20%
APIM
286
Agate Pass Investment Management
Washington
$1.68M +$67K +1,614 +4%
FA
287
FDx Advisors
Illinois
$1.68M
CWM
288
CIBC World Markets
New York
$1.67M -$2.54M -61,174 -60%
X
289
Xponance
Pennsylvania
$1.66M +$71.7K +1,728 +5%
SG Americas Securities
290
SG Americas Securities
New York
$1.64M +$1.64M +39,483 New
SO
291
STRS Ohio
Ohio
$1.64M -$359K -8,655 -18%
DA
292
Duality Advisers
Florida
$1.62M -$56.4K -1,358 -3%
AIC
293
Aurora Investment Counsel
Georgia
$1.61M +$1.61M +38,877 New
SW
294
SteelPeak Wealth
California
$1.61M +$1.61M +38,850 New
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$1.6M +$86.9K +2,093 +6%
Public Employees Retirement Association of Colorado
296
Public Employees Retirement Association of Colorado
Colorado
$1.59M -$342K -8,230 -18%
BPC
297
Banque Pictet & Cie
Switzerland
$1.54M +$1.54M +37,055 New
TC
298
Taika Capital
Florida
$1.54M +$1.54M +37,050 New
AssetMark Inc
299
AssetMark Inc
California
$1.53M +$176K +4,247 +13%
RJT
300
Raymond James Trust
Florida
$1.51M +$22.2K +534 +1%