W.R. Berkley
340 hedge funds and large institutions have $4.75B invested in W.R. Berkley in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 141 reducing their positions, and 29 closing their positions.
478% more call options, than puts
Call options by funds: $8.26M | Put options by funds: $1.43M
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more funds holding
Funds holding: 332 → 340 (+8)
4% more capital invested
Capital invested by funds: $4.59B → $4.75B (+$168M)
0.45% more ownership
Funds ownership: 239.23% → 239.68% (+0.45%)
38% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$51.4M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$49.2M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$43.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$19.9M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$86.5M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$76M |
| 3 |
JP Morgan Chase
New York
|
-$57.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$29.5M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$11.3M |
WRB Hedge Fund Activity: Q3 2015 in Review
340 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2015, worth a combined $4.75B — up 3.7% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WRB positions and 29 closed out — a net gain of 9 holders — while 88 added to existing stakes and 141 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $51.4M. The largest seller was Jennison Associates, cutting an estimated $86.5M.
- 340 institutional investors held W.R. Berkley (WRB) as of Q3 2015, up from 332 in Q2 2015.
- Funds reported $4.75B of W.R. Berkley stock for Q3 2015, up 3.7% quarter-over-quarter.
- 38 funds opened new W.R. Berkley positions in Q3 2015 and 29 closed out, a net change of +9 holders.
- The largest W.R. Berkley buyer in Q3 2015 was Goldman Sachs, an estimated $51.4M added.
- The largest W.R. Berkley seller in Q3 2015 was Jennison Associates, an estimated $86.5M sold.
Based on aggregated 13F filings for Q3 2015.