W.R. Berkley
614 hedge funds and large institutions have $12B invested in W.R. Berkley in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 214 increasing their positions, 239 reducing their positions, and 60 closing their positions.
75% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 60
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
37% more call options, than puts
Call options by funds: $3.6M | Put options by funds: $2.62M
20% more capital invested
Capital invested by funds: $10B → $12B (+$1.99B)
7% more funds holding
Funds holding: 573 → 614 (+41)
10% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 239
53.61% less ownership
Funds ownership: 156.44% → 102.83% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$67.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$64.1M |
| 3 |
JCM
Junto Capital Management
New York
|
+$50.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$171M |
| 2 |
First Eagle Investment Management
New York
|
-$89.6M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$86.2M |
| 4 |
Millennium Management
New York
|
-$67.6M |
| 5 |
Citigroup
New York
|
-$61M |
WRB Hedge Fund Activity: Q1 2022 in Review
614 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2022, worth a combined $12B — up 20% from $10B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new WRB positions and 60 closed out — a net gain of 45 holders — while 214 added to existing stakes and 239 trimmed.
The largest buyer was State Street, adding an estimated $67.5M. The largest seller was Atlanta Capital Management, cutting an estimated $171M.
- 614 institutional investors held W.R. Berkley (WRB) as of Q1 2022, up from 573 in Q4 2021.
- Funds reported $12B of W.R. Berkley stock for Q1 2022, up 20% quarter-over-quarter.
- 105 funds opened new W.R. Berkley positions in Q1 2022 and 60 closed out, a net change of +45 holders.
- The largest W.R. Berkley buyer in Q1 2022 was State Street, an estimated $67.5M added.
- The largest W.R. Berkley seller in Q1 2022 was Atlanta Capital Management, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2022.