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W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
301
Glenmede Trust
Pennsylvania
$91K +$77K +5,198 +550%
BRWM
302
B. Riley Wealth Management
Tennessee
$81K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$79K +$79K +5,302 New
LTFS
304
Ladenburg Thalmann Financial Services
Florida
$62K +$32.6K +2,160 +111%
MIC
305
MU Investments Company
Japan
$61K – – –
ASN
306
Advisory Services Network
Georgia
$56K +$33.5K +2,227 +149%
HPBT
307
High Point Bank & Trust
North Carolina
$49K – – –
BAM
308
Bruderman Asset Management
New York
$45K +$45K +3,038 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$37K +$9.03K +607 +32%
KPCM
310
Kings Point Capital Management
New York
$34K +$34K +2,278 New
WCBA
311
Weaver C. Barksdale & Associates
Tennessee
$31K +$2.71K +183 +10%
AW
312
Alpha Windward
Massachusetts
$27K -$441K -29,565 -94%
MAM
313
Mizuho Asset Management
Japan
$27K – – –
RFA
314
Reilly Financial Advisors
California
$27K +$27K +1,806 New
NFG
315
Next Financial Group
Texas
$26K – – –
FFC
316
First Financial Corp
Indiana
$25K – – –
MA
317
MUFG Americas
New York
$21K +$21K +1,391 New
QI
318
QS Investors
New York
$20K – – –
SAMC
319
Shinko Asset Management Company
Japan
$20K – – –
Walleye Trading
320
Walleye Trading
New York
$18K -$11.7K -763 -39%
AF
321
Allworth Financial
California
$18K +$18K +1,181 New
FHA
322
First Horizon Advisors
Tennessee
$17K – – –
SEI Investments
323
SEI Investments
Pennsylvania
$15K -$47.1K -2,787 -76%
W
324
Wealthfront
California
$15K +$14.9K +1,022 +14,600%
DSC
325
Duncker Streett & Co
Missouri
$14K – – –
11 12
13
14 15