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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
326
AlphaCrest Capital Management
New York
$1.07M -$3.3M -75,924 -75%
GC
327
Guggenheim Capital
Illinois
$1.07M -$112K -2,570 -9%
EC
328
Estate Counselors
Wisconsin
$1.05M +$1.06M +24,413 New
WMSA
329
Weiss Multi-Strategy Advisers
New York
$1.04M +$1.05M +24,164 New
TCOV
330
Trust Company of Vermont
Vermont
$1.03M -$7.95K -183 -0.8%
KRS
331
Kentucky Retirement Systems
Kentucky
$1.03M +$28.7K +660 +3%
EMPI
332
Elo Mutual Pension Insurance
Finland
$1.03M -$50.8K -1,169 -5%
VPIM
333
Vanguard Personalized Indexing Management
California
$1.02M -$17.5K -402 -2%
WIM
334
Waverton Investment Management
United Kingdom
$1.02M
PAS
335
Park Avenue Securities
New York
$1M +$377K +8,673 +59%
FRM
336
Fox Run Management
Connecticut
$993K +$739K +17,031 +282%
CGH
337
Crossmark Global Holdings
Texas
$987K +$31K +714 +3%
PA
338
Procyon Advisors
Connecticut
$982K -$174 -4 -0%
LA
339
LVW Advisors
New York
$976K -$31.7K -731 -3%
SS
340
Simplicity Solutions
Minnesota
$968K -$173K -3,975 -15%
WBC
341
Westpac Banking Corp
Australia
$945K
N
342
Natixis
France
$942K -$21.1M -486,540 -96%
CAAS
343
Capital Asset Advisory Services
Michigan
$937K -$318K -7,314 -25%
PAG
344
Private Advisor Group
New Jersey
$935K -$2.65M -60,991 -74%
AWM
345
Axxcess Wealth Management
California
$919K +$43.5K +1,003 +5%
SEA
346
Stegent Equity Advisors
Texas
$899K
AWM
347
AE Wealth Management
Kansas
$874K -$3.19M -73,469 -78%
FCM
348
FJ Capital Management
Virginia
$860K +$847K +19,500 New
Nordea Investment Management
349
Nordea Investment Management
Sweden
$849K
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$846K -$13K -300 -2%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.