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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
CG
326
Cutler Group
California
$70K +$21.1K +1,012 +44%
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$849K -40,706 -93%
MOS
328
MGO One Seven
Ohio
$56K
CPP
329
Crow Point Partners
Massachusetts
$55K
SJIM
330
St. Johns Investment Management
Florida
$55K +$18.3K +877 +52%
Acadian Asset Management
331
Acadian Asset Management
Massachusetts
$41K
SF
332
Synovus Financial
Georgia
$40K +$38.7K +1,856 New
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K
APA
334
American Portfolios Advisors
New York
$36.4K
WTC
335
WhitTier Trust Company
Nevada
$36K +$35.2K +1,688 New
GWM
336
Geneos Wealth Management
Colorado
$35K
BFC
337
Bedel Financial Consulting
Indiana
$29K +$28.2K +1,353 New
ADL
338
Asset Dedication LLC
California
$28K
OIA
339
OneDigital Investment Advisors
Kansas
$26K
AF
340
Allworth Financial
California
$25K
IWM
341
IHT Wealth Management
Illinois
$25K
PGWM
342
Parisi Gray Wealth Management
New Jersey
$22K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$21K
DSC
344
Duncker Streett & Co
Missouri
$20K
FHA
345
First Horizon Advisors
Tennessee
$20K
BFEC
346
Benjamin F. Edwards & Company
Missouri
$18K
FANJ
347
Financial Architects (New Jersey)
New Jersey
$17K -$918 -44 -5%
GAM
348
Gemmer Asset Management
California
$17K
WWMSC
349
Wagner Wealth Management (South Carolina)
South Carolina
$15K
CGI
350
CI Global Investments
California
$15K +$14.1K +675 New

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.