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

Top Sellers

1
PI
PGGM Investments
Netherlands
$2.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.7M
3
BCM
Bridgeway Capital Management
Texas
$0
4
APG Asset Management
APG Asset Management
Netherlands
$21.6M
5
CIC
Chilton Investment Company
Connecticut
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
351
SeaCrest Wealth Management
New York
$6K +$6K +273 New
PWM
352
Paulson Wealth Management
Illinois
$5K +$5K +226 New
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +253 New
SPIA
354
Steward Partners Investment Advisory
New York
$4K -$789 -44 -16%
IP
355
Intellectus Partners
California
$4K – – –
TCM
356
Tradewinds Capital Management
Washington
$4K – – –
SA
357
SRH Advisors
Kansas
$4K – – –
VFA
358
Valeo Financial Advisors
Indiana
$4K +$141 +7 +4%
HFP
359
Holistic Financial Partners
Indiana
$4K +$4K +179 New
HR
360
Howe & Rusling
New York
$3K – – –
QCG
361
Quadrant Capital Group
Ohio
$3K – – –
CCM
362
Cribstone Capital Management
Maine
$3K +$3K +122 New
EARNEST Partners
363
EARNEST Partners
Georgia
$3K +$3K +135 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$2K – – –
AWA
365
Acorn Wealth Advisors
Michigan
$2K +$2K +111 New
AC
366
Avestar Capital
New York
$2K +$2K +115 New
CTC
367
Central Trust Company
Missouri
$1K – – –
RIA
368
RPG Investment Advisory
California
$1K – – –
QI
369
QS Investors
New York
$1K – – –
CMBA
370
C.M. Bidwell & Associates
Hawaii
$1K – – –
AssetMark Inc
371
AssetMark Inc
California
$1K +$1K +37 New
BBHC
372
Brown Brothers Harriman & Co
New York
$1K +$1K +68 New
ED
373
Exane Derivatives
France
$143 +$143 +7 New
BCM
374
Bridgeway Capital Management
Texas
– -$23.2M -1,174,028 Closed
NFA
375
Nationwide Fund Advisors
Ohio
– -$10.8M -545,275 Closed
13 14
15
16 17