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W.R. Berkley

351 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
301
Edge Advisors
Georgia
$116K
TRCT
302
Tower Research Capital (TRC)
New York
$108K +$93.3K +4,610 +683%
FWM
303
Focused Wealth Management
New York
$97K
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$97K +$9.92K +490 +12%
HNB
305
Huntington National Bank
Ohio
$97K +$62.9K +3,108 +192%
SO
306
STRS Ohio
Ohio
$90K
BTIS
307
BB&T Investment Services
North Carolina
$83K +$48.7K +2,406 +150%
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$82K +$8.8K +435 +12%
IDBONY
309
Israel Discount Bank of New York
New York
$77K -$2.04K -101 -3%
FIM
310
Foresters Investment Management
New York
$68K +$67.6K +3,338 New
AIM
311
Acrospire Investment Management
Illinois
$55K +$54.7K +2,700 New
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5K -$3.83K -189 -8%
GWM
313
Geneos Wealth Management
Colorado
$41K +$8.28K +409 +25%
WCBA
314
Weaver C. Barksdale & Associates
Tennessee
$40K +$1.98K +98 +5%
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$39K
PFPT
316
Pinnacle Financial Partners (Tennessee)
Tennessee
$36K +$35.9K +1,772 New
SJIM
317
St. Johns Investment Management
Florida
$35K
NIPH
318
NN Investment Partners Holdings
Netherlands
$34K
GRP
319
Global Retirement Partners
California
$26K +$61 +3 +0.2%
OIA
320
OneDigital Investment Advisors
Kansas
$25K +$24.6K +1,215 New
AF
321
Allworth Financial
California
$24K
PCP
322
Proficio Capital Partners
Massachusetts
$22K -$12K -591 -35%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$20K
DSC
324
Duncker Streett & Co
Missouri
$19K
FHA
325
First Horizon Advisors
Tennessee
$19K