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W.R. Berkley
WRB

Overview Fund Activity

444 hedge funds and large institutions have $7.29B invested in W.R. Berkley in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 190 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
9.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
128
Reduced
190
Closed
51
Calls
$2.77M
Puts
$5.56M
Net Calls
-$2.8M
Net Calls Change
-$85K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$84.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$48.5M
3
ACM
Atlanta Capital Management
Georgia
+$44.8M
4
Millennium Management
Millennium Management
New York
+$38.6M
5
WRBC
W.R. Berkley Corp
Connecticut
+$37.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$76.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$73.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$28.7M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
AE Wealth Management
Kansas
$335K +$335K +13,165 New
ALAM
302
Asahi Life Asset Management
Japan
$331K +$331K +12,983 New
X
303
Xponance
Pennsylvania
$330K +$330K +12,956 New
OAM
304
Optimal Asset Management
California
$327K -$682K -26,775 -68%
FWIA
305
Fort Washington Investment Advisors
Ohio
$322K – – –
IAA
306
Independent Advisor Alliance
North Carolina
$317K +$50.8K +1,991 +19%
MPCG
307
Matrix Private Capital Group
New York
$316K -$17.7K -693 -5%
RCA
308
Resonant Capital Advisors
Wisconsin
$314K -$172K -6,771 -35%
TSW
309
Thompson Siegel & Walmsley
Virginia
$313K – – –
CT
310
Coastline Trust
Rhode Island
$311K -$2.58K -101 -0.8%
KeyBank National Association
311
KeyBank National Association
Ohio
$301K -$31.2K -1,224 -9%
SBH
312
Segall Bryant & Hamill
Illinois
$285K +$285K +11,178 New
PAG
313
Private Advisor Group
New Jersey
$282K -$108K -4,232 -28%
WAM
314
World Asset Management
Michigan
$269K -$120K -4,725 -31%
PRC
315
Pearl River Capital
Michigan
$266K +$266K +10,454 New
PCA
316
Personal Capital Advisors
California
$261K -$6.6K -259 -2%
CI
317
Cigna Investments
Connecticut
$261K +$31.5K +1,238 +14%
EMG
318
ETF Managers Group
New Jersey
$261K +$261K +10,384 New
GFA
319
Gifford Fong Associates
California
$258K – – –
Nomura Holdings
320
Nomura Holdings
Japan
$254K +$254K +9,983 New
RJFSA
321
Raymond James Financial Services Advisors
Florida
$253K -$6.72K -264 -3%
QCM
322
Quantinno Capital Management
New York
$253K +$253K +9,936 New
AF
323
Advisornet Financial
Minnesota
$249K – – –
CCA
324
Cobblestone Capital Advisors
New York
$245K – – –
AIM
325
AMI Investment Management
Indiana
$239K -$516K -20,250 -68%
11 12
13
14 15