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W.R. Berkley

360 hedge funds and large institutions have $5.87B invested in W.R. Berkley in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 117

3% more funds holding

Funds holding: 351360 (+9)

0.62% more ownership

Funds ownership: 243.97%244.59% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.06B → $5.87B (-$196M)

52% less call options, than puts

Call options by funds: $567K | Put options by funds: $1.19M

Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
8.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
41
Increased
131
Reduced
117
Closed
29
Calls
$567K
Puts
$1.19M
Net Calls
-$620K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$20K
DSC
327
Duncker Streett & Co
Missouri
$18K
FHA
328
First Horizon Advisors
Tennessee
$18K
PCM
329
Prelude Capital Management
New York
$18K +$18.1K +905 New
FANJ
330
Financial Architects (New Jersey)
New Jersey
$16K -$400 -20 -2%
GAM
331
Gemmer Asset Management
California
$16K
FMA
332
FNY Managed Accounts
New York
$16K +$16.2K +810 New
ASN
333
Advisory Services Network
Georgia
$15K
FPS
334
Fieldpoint Private Securities
Connecticut
$14K +$14K +699 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$13.3K
TC
336
Trust Company
Kansas
$13K
TG
337
TLP Group
Illinois
$12K +$12.6K +628 New
PA
338
Parallel Advisors
California
$10K -$3.12K -156 -25%
ZB
339
Zions Bancorporation
Utah
$10K +$10K +500 New
CHP
340
Cable Hill Partners
Oregon
$10K +$10.3K +513 New
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$9K
PCP
342
Proficio Capital Partners
Massachusetts
$8K -$13.7K -685 -63%
BONST
343
Bank of Nova Scotia Trust
Ontario, Canada
$8K +$7.77K +388 New
FIB
344
First Interstate Bank
Montana
$7K +$7.09K +354 New
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$7K +$7.57K +378 New
VCM
346
Versant Capital Management
Arizona
$6K +$220 +11 +3%
CAW
347
Cornerstone Advisors (Washington)
Washington
$5K
SPIA
348
Steward Partners Investment Advisory
New York
$5K +$1.7K +85 +47%
TCM
349
Tradewinds Capital Management
Washington
$4K
VFA
350
Valeo Financial Advisors
Indiana
$4K +$3.84K +192 New