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W.R. Berkley

523 hedge funds and large institutions have $9.06B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

31% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $3.23M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 506523 (+17)

4% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 170

3% less capital invested

Capital invested by funds: $9.36B → $9.06B (-$294M)

1.45% less ownership

Funds ownership: 158.08%156.63% (-1.4%)

Holders
523
Holders Change
+17
Holders Change %
+3.36%
% of All Funds
9.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
177
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
401
Fermata Advisors
California
$214K +$224K +6,460 New
MRCM
402
M&R Capital Management
New Jersey
$212K
LS
403
Livforsakringsbolaget Skandia
Sweden
$210K +$117K +3,375 +114%
AAM
404
Aureus Asset Management
Massachusetts
$208K
Wealthfront Advisers
405
Wealthfront Advisers
California
$207K -$2.42K -70 -1%
CCA
406
Column Capital Advisors
Indiana
$205K -$28.7K -828 -12%
EWM
407
Evercore Wealth Management
New York
$203K
WA
408
Wealth Alliance
New York
$203K +$1.87K +54 +0.9%
QC
409
Quadrature Capital
United Kingdom
$201K -$904K -26,109 -81%
VCG
410
Vantage Consulting Group
Virginia
$201K +$210K +6,068 New
Acadian Asset Management
411
Acadian Asset Management
Massachusetts
$192K -$29.4K -848 -13%
VI
412
Vestcor Inc
New Brunswick, Canada
$177K -$20.5K -592 -10%
OIA
413
Optimum Investment Advisors
Illinois
$173K
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$171K +$52.2K +1,507 +41%
HWMA
415
Heritage Wealth Management (Arizona)
Arizona
$169K +$177K +5,119 New
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$167K
IA
417
IndexIQ Advisors
New York
$166K +$4.12K +119 +2%
GLLW
418
Graves Light Lenhart Wealth
Virginia
$162K -$14.3K -414 -8%
APA
419
American Portfolios Advisors
New York
$161K +$8.59K +248 +5%
VCM
420
Vigilant Capital Management
Maine
$149K -$19.5K -563 -11%
BCA
421
Berman Capital Advisors
Georgia
$148K -$727 -21 -0.5%
WA
422
WestEnd Advisors
North Carolina
$148K
AIP
423
Ameritas Investment Partners
Nebraska
$142K -$18.5K -533 -11%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$142K +$1.87K +54 +1%
FC
425
FORA Capital
Florida
$138K +$144K +4,169 New

WRB Hedge Fund Activity: Q2 2021 in Review

523 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2021, worth a combined $9.06B — down 3.1% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WRB positions and 39 closed out — a net gain of 20 holders — while 177 added to existing stakes and 170 trimmed.

The largest buyer was Millennium Management, adding an estimated $59.2M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $75.5M sold.

  • 523 institutional investors held W.R. Berkley (WRB) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $9.06B of W.R. Berkley stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 59 funds opened new W.R. Berkley positions in Q2 2021 and 39 closed out, a net change of +20 holders.
  • The largest W.R. Berkley buyer in Q2 2021 was Millennium Management, an estimated $59.2M added.
  • The largest W.R. Berkley seller in Q2 2021 was Fiduciary Management Inc, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2021.