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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
FANJ
326
Financial Architects (New Jersey)
New Jersey
$18K +$2.13K +105 +14%
GAM
327
Gemmer Asset Management
California
$16K
ASN
328
Advisory Services Network
Georgia
$16K +$3.08K +152 +25%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$13.8K
TC
330
Trust Company
Kansas
$13K -$8.54K -422 -39%
PA
331
Parallel Advisors
California
$13K +$1.98K +98 +18%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$13K +$4.09K +202 +49%
WEC
333
Winslow Evans & Crocker
Massachusetts
$10.4K
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$10K
NIT
335
NumerixS Investment Technologies
British Columbia, Canada
$7K +$6.84K +338 New
VCM
336
Versant Capital Management
Arizona
$6K
PHK
337
Point72 Hong Kong
Hong Kong
$6K +$5.67K +280 New
CAW
338
Cornerstone Advisors (Washington)
Washington
$5K
TCM
339
Tradewinds Capital Management
Washington
$4K
HR
340
Howe & Rusling
New York
$3K -$21.3K -1,050 -88%
SPIA
341
Steward Partners Investment Advisory
New York
$3K -$6.01K -297 -62%
IP
342
Intellectus Partners
California
$3K
SA
343
SRH Advisors
Kansas
$3K
PFBT
344
Parkside Financial Bank & Trust
Missouri
$2K
MCIA
345
Mountain Capital Investment Advisors
Colorado
$2K +$2.47K +122 New
QI
346
QS Investors
New York
$1K
QCG
347
Quadrant Capital Group
Ohio
$1K
WA
348
WFG Advisors
Texas
$1K
CMBA
349
C.M. Bidwell & Associates
Hawaii
$1K +$830 +41 New
IWM
350
IHT Wealth Management
Illinois
$171 -$405 -20 -0.4%