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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
RWM
376
Ritholtz Wealth Management
New York
$706K +$260K +5,979 +57%
US Bancorp
377
US Bancorp
Minnesota
$703K -$43.9K -1,012 -6%
RC
378
RegentAtlantic Capital
New Jersey
$700K +$384K +8,850 +119%
YIA
379
YHB Investment Advisors
Connecticut
$699K +$404K +9,315 +135%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$696K -$122K -2,814 -15%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$694K -$58.6K -1,350 -8%
MWM
382
MorganRosel Wealth Management
Colorado
$694K +$700K +16,119 New
AA
383
Ancora Advisors
Ohio
$692K -$9.77K -225 -1%
RMC
384
Resources Management Corp
Connecticut
$685K +$1.91K +44 +0.3%
VEA
385
Virtus ETF Advisers
New York
$682K -$17.5K -404 -2%
WQ
386
Wealth Quarterback
New Jersey
$678K -$247K -5,683 -27%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$672K -$97.7K -2,250 -13%
EMG
388
ETF Managers Group
New Jersey
$669K +$30.2K +696 +5%
MYAM
389
Meiji Yasuda Asset Management
Japan
$664K +$217K +5,003 +48%
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$639K +$29K +668 +5%
Swedbank
391
Swedbank
Sweden
$636K
ECM
392
Everence Capital Management
Indiana
$634K
XT
393
XTX Topco
Cayman Islands
$633K +$638K +14,702 New
HI
394
Horizon Investments
North Carolina
$631K +$184K +4,242 +41%
WJWM
395
Williams Jones Wealth Management
New York
$629K -$42.3K -975 -6%
SAM
396
Strategy Asset Managers
California
$626K +$373K +8,592 +145%
TFA
397
Toth Financial Advisory
Virginia
$620K +$96K +2,212 +18%
CG
398
CFO4Life Group
Texas
$608K +$115K +2,645 +23%
CCA
399
Cadent Capital Advisors
Oklahoma
$606K
TI
400
Tidal Investments
Wisconsin
$606K +$256K +5,895 +72%

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.