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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
TCM
376
Tradewinds Capital Management
Washington
$4K
HR
377
Howe & Rusling
New York
$3K -$501 -24 -15%
AWA
378
Acorn Wealth Advisors
Michigan
$3K
CCM
379
Cribstone Capital Management
Maine
$3K
EARNEST Partners
380
EARNEST Partners
Georgia
$3K
QCG
381
Quadrant Capital Group
Ohio
$3K
PFBT
382
Parkside Financial Bank & Trust
Missouri
$2K
AC
383
Avestar Capital
New York
$2K +$417 +20 +17%
CTC
384
Central Trust Company
Missouri
$1K
CMBA
385
C.M. Bidwell & Associates
Hawaii
$1K
QI
386
QS Investors
New York
$1K
ACS
387
Archford Capital Strategies
Illinois
$1K +$918 +44 New
Group One Trading
388
Group One Trading
Illinois
$1K +$1.42K +68 New
JA
389
JOYN Advisors
Georgia
$1K +$1.42K +68 New
Nomura Holdings
390
Nomura Holdings
Japan
$371 +$359K +17,213 New
ED
391
Exane Derivatives
France
$143
MPAM
392
Monarch Partners Asset Management
Massachusetts
-$8.32M -392,155 Closed
SCA
393
Secor Capital Advisors
New York
-$4.39M -206,867 Closed
SIG
394
Schaller Investment Group
North Carolina
-$3.25M -153,056 Closed
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
-$1.18M -55,512 Closed
QSS
396
Quantitative Systematic Strategies
Florida
-$936K -44,071 Closed
Jane Street
397
Jane Street
New York
-$614K -28,931 Closed
DCM
398
Dynamic Capital Management
Jersey
-$576K -27,128 Closed
PP
399
Paloma Partners
Connecticut
-$530K -24,958 Closed
JG
400
Jefferies Group
New York
-$508K -23,942 Closed

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.