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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
MFW
351
Mosaic Family Wealth
Missouri
$15K +$14.1K +675 New
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$14.5K
GRP
353
Global Retirement Partners
California
$14K
TC
354
Trust Company
Kansas
$14K
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$14K +$3.02K +145 +28%
CHP
356
Cable Hill Partners
Oregon
$11K
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$11K +$292 +14 +3%
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$11K +$334 +16 +3%
VFA
359
Valeo Financial Advisors
Indiana
$11K +$6.76K +324 +163%
PA
360
Parallel Advisors
California
$10K
PCP
361
Proficio Capital Partners
Massachusetts
$10K
S
362
SignatureFD
Georgia
$9K +$8.74K +419 New
FIB
363
First Interstate Bank
Montana
$8K
APP
364
Avantax Planning Partners
Iowa
$8K +$7.74K +371 New
SWP
365
Stratos Wealth Partners
Ohio
$7K -$480 -23 -7%
POIA
366
Pin Oak Investment Advisors
Texas
$7K
VCM
367
Versant Capital Management
Arizona
$7K
CAW
368
Cornerstone Advisors (Washington)
Washington
$6K
SWM
369
SeaCrest Wealth Management
New York
$6K
SPIA
370
Steward Partners Investment Advisory
New York
$6K +$1.19K +57 +26%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$5K
BC
372
Bartlett & Co
Ohio
$5K +$4.57K +219 New
BCWM
373
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.57K +219 New
HFP
374
Holistic Financial Partners
Indiana
$4K
SA
375
SRH Advisors
Kansas
$4K

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.