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W.R. Berkley
WRB

Overview Fund Activity

328 hedge funds and large institutions have $4.09B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
44
Increased
99
Reduced
130
Closed
17
Calls
$910K
Puts
$611K
Net Calls
+$299K
Net Calls Change
+$1.2M

Top Buyers

1
CC
1
Carlson Capital
Texas
$31.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$33.5M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$492M
4
Boston Partners
4
Boston Partners
Massachusetts
$50.2M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.71M
4
FAM
4
Foundation Asset Management
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HPBT
301
High Point Bank & Trust
North Carolina
$48K 1,100 – –
Canada Pension Plan Investment Board
302
Canada Pension Plan Investment Board
Ontario, Canada
$43K 1,000 +400 +67%
GGPS
303
Gary Goldberg Planning Services
New York
$39K 900 – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$37K 855 +403 +89%
QBFM
305
QS Batterymarch Financial Management
New York
$27K 600 – –
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$26K 601 +35 +6%
SAMC
307
Shinko Asset Management Company
Japan
$22K 500 – –
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$20K 456 +200 +78%
LNB
309
Ledyard National Bank
$20K 455 +455 New
RFA
310
Reilly Financial Advisors
California
$18K 418 +418 New
FA
311
Financial Advantage
Maryland
$14K 327 – –
CTC
312
Central Trust Company
Missouri
$11K 250 – –
PTC
313
Private Trust Company
Ohio
$10K 234 – –
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$10K 225 – –
KLWA
315
Kelly Lawrence W & Associates
California
$10K 240 +240 New
US Bancorp
316
US Bancorp
Minnesota
$9K 198 – –
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K 204 – –
GT
318
Glenmede Trust
Pennsylvania
$9K 208 +208 New
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.08K 163,224 +21,493 +15%
PMFA
320
Plante Moran Financial Advisors
Michigan
$7K 153 – –
ASN
321
Advisory Services Network
Georgia
$7K 168 +168 New
NES
322
New England Securities
New York
$6K 127 +80 +170%
Bessemer Group
323
Bessemer Group
New Jersey
$5K 119 – –
CG
324
Colony Group
Massachusetts
$3K 73 +73 New
EWM
325
Elite Wealth Management
Washington
$3K 75 +75 New
10 11 12
13
14