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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$172M
2
Invesco
Invesco
Georgia
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3M
5
CF
Cantor Fitzgerald
New York
+$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$112M
2
Victory Capital Management
Victory Capital Management
Texas
-$112M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
5
ACM
Atlanta Capital Management
Georgia
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$559K +$1.87K +41 +0.3%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$557K +$273K +6,005 +96%
TFA
403
Toth Financial Advisory
Virginia
$555K +$273K +6,000 +97%
CG
404
Caprock Group
Idaho
$554K +$554K +12,063 New
KAS
405
Kestra Advisory Services
Texas
$548K -$217K -4,770 -28%
PTC
406
Private Trust Company
Ohio
$543K +$543K +11,925 New
JF
407
JSF Financial
California
$542K -$39.5K -867 -7%
SPC
408
Sigma Planning Corp
Michigan
$541K -$121K -2,651 -18%
SCA
409
Snowden Capital Advisors
New York
$541K -$23.5K -516 -4%
DZ Bank
410
DZ Bank
Germany
$535K +$474K +10,428 +773%
Balyasny Asset Management
411
Balyasny Asset Management
Illinois
$522K +$522K +11,468 New
AT
412
American Trust
Kentucky
$517K -$47.1K -1,034 -8%
V
413
Veritable
Delaware
$512K +$17.8K +390 +4%
NCM
414
NCM Capital Management
New Jersey
$511K – – –
GC
415
Gratus Capital
Georgia
$506K – – –
CB
416
Commerce Bank
Missouri
$496K +$26.2K +577 +6%
AP
417
Advisor Partners
California
$496K +$38K +836 +8%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$489K +$66.6K +1,462 +16%
SP
419
Symmetry Partners
Connecticut
$486K +$39.2K +861 +9%
UB
420
UMB Bank
Missouri
$482K -$137 -3 -0%
BCI
421
Brinker Capital Investments
Pennsylvania
$479K +$1.82K +40 +0.4%
CT
422
Coastline Trust
Rhode Island
$478K -$5.87K -129 -1%
CG
423
CFO4Life Group
Texas
$476K +$476K +11,472 New
RWM
424
Ritholtz Wealth Management
New York
$474K +$163K +3,577 +52%
MYAM
425
Meiji Yasuda Asset Management
Japan
$474K +$474K +10,410 New
15 16
17
18 19