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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
MPPW
351
Mitchell & Pahl Private Wealth
Oklahoma
$842K +$23.1K +532 +3%
KWM
352
Kingsview Wealth Management
Oregon
$841K -$474K -10,920 -36%
NB
353
Norinchukin Bank
Japan
$838K +$95.3K +2,196 +13%
DADC
354
D.A. Davidson & Co
Montana
$837K
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$835K +$117K +2,690 +16%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$834K +$430K +9,915 +105%
CC
357
Centiva Capital
New York
$834K +$841K +19,377 New
KAS
358
Kestra Advisory Services
Texas
$828K +$312K +7,180 +60%
SI
359
Stephens Inc
Arkansas
$815K +$26.9K +619 +3%
CNBTD
360
Citizens National Bank Trust Department
Mississippi
$810K +$817K +18,825 New
EWA
361
EverSource Wealth Advisors
Alabama
$803K -$102K -2,346 -11%
VI
362
Vestcor Inc
New Brunswick, Canada
$802K -$240K -5,530 -23%
SJIA
363
St. James Investment Advisors
New York
$792K -$94.6K -2,178 -11%
CW
364
Connectus Wealth
Ohio
$789K +$357K +8,232 +81%
MLICM
365
Metropolitan Life Insurance Company (MetLife)
New York
$785K -$29.8K -687 -4%
BRWA
366
B. Riley Wealth Advisors
Florida
$784K +$259K +5,967 +49%
OQS
367
Occudo Quantitative Strategies
Florida
$772K +$778K +17,930 New
Jane Street
368
Jane Street
New York
$769K -$1.71M -39,311 -69%
QT
369
Quantamental Technologies
New York
$758K +$764K +17,604 New
HFS
370
Hantz Financial Services
Michigan
$752K +$177K +4,070 +30%
RCA
371
Resonant Capital Advisors
Wisconsin
$751K +$8.47K +195 +1%
HPC
372
HM Payson & Co
Maine
$743K
SP
373
Symmetry Partners
Connecticut
$726K +$269K +6,198 +58%
Squarepoint
374
Squarepoint
New York
$717K -$1.24M -28,638 -63%
IWA
375
Intercontinental Wealth Advisors
Texas
$708K +$12.9K +296 +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.