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W.R. Berkley
WRB

374 hedge funds and large institutions have $6.27B invested in W.R. Berkley in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

7% more capital invested

Capital invested by funds: $5.87B → $6.27B (+$408M)

4% more funds holding

Funds holding: 360 → 374 (+14)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 127

1.79% less ownership

Funds ownership: 244.59% → 242.79% (-1.8%)

42% less call options, than puts

Call options by funds: $216K | Put options by funds: $373K

Holders
374
Holders Change
+14
Holders Change %
+3.89%
% of All Funds
8.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
51
Increased
123
Reduced
127
Closed
36
Calls
$216K
Puts
$373K
Net Calls
-$157K
Net Calls Change
+$463K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$63.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$47.2M
3
ACM
Atlanta Capital Management
Georgia
+$31.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19M
5
Millennium Management
Millennium Management
New York
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$32M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.2M
3
APG Asset Management
APG Asset Management
Netherlands
-$23.2M
4
BCM
Bridgeway Capital Management
Texas
-$23.2M
5
CIC
Chilton Investment Company
Connecticut
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
401
Foresters Investment Management
New York
– -$66K -3,338 Closed
NIT
402
NumerixS Investment Technologies
British Columbia, Canada
– -$40K -2,025 Closed
NFG
403
Next Financial Group
Texas
– -$35K -1,775 Closed
PCM
404
Prelude Capital Management
New York
– -$18K -905 Closed
FMA
405
FNY Managed Accounts
New York
– -$16K -810 Closed
FPS
406
Fieldpoint Private Securities
Connecticut
– -$14K -699 Closed
TG
407
TLP Group
Illinois
– -$12K -628 Closed
ZB
408
Zions Bancorporation
Utah
– -$10K -500 Closed
BONST
409
Bank of Nova Scotia Trust
Ontario, Canada
– -$8K -388 Closed
MCIA
410
Mountain Capital Investment Advisors
Colorado
– -$2K -122 Closed
13 14 15 16
17

WRB Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2017, worth a combined $6.27B — up 7% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WRB positions and 36 closed out — a net gain of 15 holders — while 123 added to existing stakes and 127 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $63.8M. The largest seller was PGGM Investments, cutting an estimated $32M.

  • 374 institutional investors held W.R. Berkley (WRB) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $6.27B of W.R. Berkley stock for Q4 2017, up 7% quarter-over-quarter.
  • 51 funds opened new W.R. Berkley positions in Q4 2017 and 36 closed out, a net change of +15 holders.
  • The largest W.R. Berkley buyer in Q4 2017 was Citadel Advisors, an estimated $63.8M added.
  • The largest W.R. Berkley seller in Q4 2017 was PGGM Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2017.