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W.R. Berkley
WRB

Overview Fund Activity

348 hedge funds and large institutions have $5.3B invested in W.R. Berkley in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
–
Holders Change %
0%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
34
Increased
137
Reduced
99
Closed
29
Calls
$1.83M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
-$1.24M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$127M
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.3M
3
PI
3
PGGM Investments
Netherlands
$36.2M
4
EVM
4
Eaton Vance Management
Massachusetts
$22.7M
5
BFA
5
BlackRock Fund Advisors
California
$270M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$2M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$63.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.02M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
301
Huntington National Bank
Ohio
$58K +$58K +3,281 New
BAM
302
Bruderman Asset Management
New York
$54K – – –
IA
303
IFP Advisors
Florida
$49K +$33.9K +1,890 +224%
HPBT
304
High Point Bank & Trust
North Carolina
$40K – – –
WCBA
305
Weaver C. Barksdale & Associates
Tennessee
$35K +$1.56K +88 +5%
AW
306
Alpha Windward
Massachusetts
$33K -$2.37K -132 -7%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$32K -$123 -7 -0.4%
NFG
308
Next Financial Group
Texas
$31K – – –
BC
309
Barnett & Company
Tennessee
$30K – – –
NIPH
310
NN Investment Partners Holdings
Netherlands
$30K – – –
SJIM
311
St. Johns Investment Management
Florida
$30K +$30K +1,688 New
GWM
312
Geneos Wealth Management
Colorado
$28K +$53 +3 +0.2%
AIM
313
Acrospire Investment Management
Illinois
$24K +$24K +1,350 New
AF
314
Allworth Financial
California
$21K – – –
TC
315
Trust Company
Kansas
$19K – – –
SAMC
316
Shinko Asset Management Company
Japan
$18K – – –
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
FHA
318
First Horizon Advisors
Tennessee
$17K – – –
DSC
319
Duncker Streett & Co
Missouri
$16K – – –
GS
320
GAM Systematic
United Kingdom
$15K -$253K -14,718 -94%
FFC
321
First Financial Corp
Indiana
$15K – – –
GAM
322
Gemmer Asset Management
California
$14K – – –
FANJ
323
Financial Architects (New Jersey)
New Jersey
$11K +$11K +614 New
EWM
324
Endurance Wealth Management
Rhode Island
$10K – – –
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
11 12
13
14 15