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W.R. Berkley
WRB

Overview Fund Activity

373 hedge funds and large institutions have $6.27B invested in W.R. Berkley in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
8.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
51
Increased
122
Reduced
127
Closed
35
Calls
$216K
Puts
$373K
Net Calls
-$157K
Net Calls Change
+$463K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$72.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$254M
3
ACM
3
Atlanta Capital Management
Georgia
$338M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$66.6M
5
Millennium Management
5
Millennium Management
New York
$16.4M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$2.3M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$23.7M
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$21.6M
5
CIC
5
Chilton Investment Company
Connecticut
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
PGWM
327
Parisi Gray Wealth Management
New Jersey
$21K +$21K +1,013 New
DSC
328
Duncker Streett & Co
Missouri
$19K – – –
FHA
329
First Horizon Advisors
Tennessee
$19K – – –
BFEC
330
Benjamin F. Edwards & Company
Missouri
$18K -$5.25K -246 -23%
FANJ
331
Financial Architects (New Jersey)
New Jersey
$18K – – –
GAM
332
Gemmer Asset Management
California
$17K – – –
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$14.3K – – –
GRP
334
Global Retirement Partners
California
$14K -$8.13K -372 -37%
TC
335
Trust Company
Kansas
$14K – – –
WWM
336
Wagner Wealth Management
South Carolina
$14K +$14K +675 New
CHP
337
Cable Hill Partners
Oregon
$11K – – –
WAM
338
Wealthspire Advisors (Maryland)
Maryland
$11K +$594 +27 +6%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$11K +$2.94K +138 +37%
DCM
340
Delpha Capital Management
New York
$11K +$11K +506 New
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +520 New
HW
342
Hancock Whitney
Mississippi
$10K -$2.33M -108,719 -100%
PA
343
Parallel Advisors
California
$10K – – –
PCP
344
Proficio Capital Partners
Massachusetts
$10K +$1.62K +78 +19%
STA
345
Summit Trail Advisors
New York
$9K +$9K +405 New
FIB
346
First Interstate Bank
Montana
$8K – – –
VCM
347
Versant Capital Management
Arizona
$7K – – –
POIA
348
Pin Oak Investment Advisors
Texas
$7K +$7K +311 New
SWP
349
Stratos Wealth Partners
Ohio
$7K +$7K +344 New
CAW
350
Cornerstone Advisors (Washington)
Washington
$6K – – –
12 13
14
15 16