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W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
326
Banque Cantonale Vaudoise
Switzerland
$501K +$503K +16,299 New
SIM
327
Sentry Investment Management
Wisconsin
$493K +$496K +16,065 New
VIA
328
Vident Investment Advisory
Georgia
$488K -$69.2K -2,243 -12%
MPAM
329
Murphy Pohlad Asset Management
Minnesota
$488K +$194K +6,300 +65%
PP
330
Parplus Partners
New York
$482K +$485K +15,710 New
OWD
331
Osborn Williams & Donohoe
Ohio
$480K -$20.8K -675 -4%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$477K -$1.94M -62,775 -80%
Fidelity Investments
333
Fidelity Investments
Massachusetts
$458K +$63.4K +2,054 +16%
Mirae Asset Global Investments
334
Mirae Asset Global Investments
South Korea
$453K +$248K +8,028 +119%
VI
335
Vestcor Inc
New Brunswick, Canada
$453K +$455K +14,751 New
MFG
336
Magnus Financial Group
New York
$444K – – –
CGH
337
Crossmark Global Holdings
Texas
$441K -$503K -16,279 -53%
AP
338
Advisor Partners
California
$441K +$83.6K +2,707 +23%
OTPPB
339
Ontario Teachers' Pension Plan Board
Ontario, Canada
$435K -$3.61M -117,018 -89%
MPCG
340
Matrix Private Capital Group
New York
$413K +$416K +13,464 New
GIA
341
Gateway Investment Advisers
Ohio
$405K +$78.5K +2,542 +24%
RMC
342
Resources Management Corp
Connecticut
$401K – – –
CAAS
343
Capital Asset Advisory Services
Michigan
$401K +$352K +11,390 New
NMIMC
344
Northwestern Mutual Investment Management Company
Wisconsin
$389K -$2.47M -80,159 -86%
FWIA
345
Fort Washington Investment Advisors
Ohio
$388K – – –
RJT
346
Raymond James Trust
Florida
$385K +$10.3K +333 +3%
SSW
347
Smith Shellnut Wilson
Mississippi
$383K – – –
FAAS
348
First Allied Advisory Services
California
$382K +$46.8K +1,516 +14%
SI
349
Stephens Inc
Arkansas
$380K -$28.6K -927 -7%
CT
350
Coastline Trust
Rhode Island
$378K -$4.85K -157 -1%
12 13
14
15 16

WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.