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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
301
ING Group
Netherlands
$211K +$6.11K +293 +3%
CCA
302
Cobblestone Capital Advisors
New York
$207K
ICOM
303
Investment Counselors of Maryland
Maryland
$207K +$7.89K +378 +4%
D.E. Shaw & Co
304
D.E. Shaw & Co
New York
$206K +$199K +9,551 New
N
305
Natixis
France
$205K +$198K +9,507 New
V
306
Veritable
Delaware
$203K -$15.2K -729 -7%
VFA
307
Voya Financial Advisors
Connecticut
$203K +$197K +9,443 New
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$155K +$151K +7,216 New
MRCM
309
M&R Capital Management
New Jersey
$138K
OIA
310
Optimum Investment Advisors
Illinois
$127K +$123K +5,906 New
VCM
311
Vigilant Capital Management
Maine
$109K
LS
312
Livforsakringsbolaget Skandia
Sweden
$108K
SEI Investments
313
SEI Investments
Pennsylvania
$107K -$2.21M -105,749 -95%
HNB
314
Huntington National Bank
Ohio
$96K
SO
315
STRS Ohio
Ohio
$92K -$2.96K -142 -3%
Simplex Trading
316
Simplex Trading
Illinois
$89K +$21.5K +1,032 +33%
HSA
317
Hussman Strategic Advisors
Maryland
$87K
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$87K +$84.5K +4,050 New
IIC
319
Integrated Investment Consultants
Michigan
$82K +$79.2K +3,797 New
IDBONY
320
Israel Discount Bank of New York
New York
$80K
EA
321
Edge Advisors
Georgia
$79K
IA
322
IFP Advisors
Florida
$77K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$75K +$72.2K +3,459 New
RCAG
324
Rehmann Capital Advisory Group
Michigan
$73K +$70.8K +3,392 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$71K +$3.11K +149 +5%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.