W.R. Berkley
400 hedge funds and large institutions have $7.39B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 34 closing their positions.
86% more call options, than puts
Call options by funds: $5.97M | Put options by funds: $3.2M
15% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 34
13% more capital invested
Capital invested by funds: $6.54B → $7.39B (+$856M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 401 → 400 (-1)
2.51% less ownership
Funds ownership: 245.46% → 242.95% (-2.5%)
12% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 141
Top Buyers
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$32.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$25.4M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$24.6M |
| 4 |
Swiss National Bank
Zurich,
Switzerland
|
+$17.9M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$15.3M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$55.2M |
| 2 |
Renaissance Technologies
New York
|
-$27.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.2M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$20.9M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$19.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
426
Prelude Capital Management
New York
| – | -$8K | -361 | Closed |
|
427
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -115 | Closed |
|
|
HPC
428
HM Payson & Co
Portland,
Maine
| – | -$2K | -101 | Closed |
|
|
BBHC
429
Brown Brothers Harriman & Co
New York
| – | -$2K | -74 | Closed |
|
|
CTC
430
Central Trust Company
Jefferson City,
Missouri
| – | -$1K | -51 | Closed |
|
|
AIC
431
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -27 | Closed |
|
|
ED
432
Exane Derivatives
Paris,
France
| – | -$148 | -7 | Closed |
|
WRB Hedge Fund Activity: Q1 2019 in Review
400 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2019, worth a combined $7.39B — up 13% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WRB positions and 34 closed out — a net gain of 5 holders — while 124 added to existing stakes and 141 trimmed.
The largest buyer was APG Asset Management, adding an estimated $32.4M. The largest seller was Victory Capital Management, cutting an estimated $55.2M.
- 400 institutional investors held W.R. Berkley (WRB) as of Q1 2019, down from 401 in Q4 2018.
- Funds reported $7.39B of W.R. Berkley stock for Q1 2019, up 13% quarter-over-quarter.
- 39 funds opened new W.R. Berkley positions in Q1 2019 and 34 closed out, a net change of +5 holders.
- The largest W.R. Berkley buyer in Q1 2019 was APG Asset Management, an estimated $32.4M added.
- The largest W.R. Berkley seller in Q1 2019 was Victory Capital Management, an estimated $55.2M sold.
Based on aggregated 13F filings for Q1 2019.