We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

447 hedge funds and large institutions have $7.3B invested in W.R. Berkley in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 191 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.92B → $7.3B (+$376M)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 445 → 447 (+2)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.83% less ownership

Funds ownership: 162.73% → 160.9% (-1.8%)

32% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 191

50% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.56M

Holders
447
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
9.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
129
Reduced
191
Closed
52
Calls
$2.77M
Puts
$5.56M
Net Calls
-$2.8M
Net Calls Change
-$85K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.7M
3
ACM
Atlanta Capital Management
Georgia
+$43.2M
4
Millennium Management
Millennium Management
New York
+$37.1M
5
WRBC
W.R. Berkley Corp
Connecticut
+$36.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$73.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$70.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$69.8M
4
N
Nuveen
North Carolina
-$27.6M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
426
Retirement Group
California
$6K +$5.52K +225 New
ZB
427
Zions Bancorporation
Utah
$4K -$270 -11 -6%
CFN
428
Cordasco Financial Network
Florida
$4K – – –
PFBT
429
Parkside Financial Bank & Trust
Missouri
$4K – – –
SA
430
SRH Advisors
Kansas
$4K – – –
EI
431
Ellevest Inc
New York
$4K +$1.47K +60 +70%
VFA
432
Valeo Financial Advisors
Indiana
$4K +$4.24K +173 New
BWA
433
BDO Wealth Advisors
Florida
$3K – – –
EARNEST Partners
434
EARNEST Partners
Georgia
$3K – – –
SPIA
435
Steward Partners Investment Advisory
New York
$3K – – –
EWA
436
Evolution Wealth Advisors
Florida
$3K +$2.87K +117 New
AIM
437
Anchor Investment Management
South Carolina
$2.06K – – –
CFFP
438
Center for Financial Planning
Michigan
$2K – – –
CCM
439
Copeland Capital Management
Pennsylvania
$2K – – –
PAI
440
Pittenger & Anderson Inc
Nebraska
$2K – – –
AWM
441
Apollon Wealth Management
South Carolina
$2K +$1.99K +81 New
CMBA
442
C.M. Bidwell & Associates
Hawaii
$1K – – –
TCM
443
Tradewinds Capital Management
Washington
$1K – – –
WT
444
Whittier Trust
California
$1K – – –
GWS
445
Glassman Wealth Services
Virginia
$1K +$662 +27 New
LC
446
Lindbrook Capital
California
$1K +$662 +27 New
ED
447
Exane Derivatives
France
$172 – – –
GC
448
Gillson Capital
Illinois
– -$12M -516,629 Closed
Bank of Nova Scotia
449
Bank of Nova Scotia
Ontario, Canada
– -$11.3M -488,817 Closed
Korea Investment Corp
450
Korea Investment Corp
South Korea
– -$11.1M -477,450 Closed
16 17
18
19 20

WRB Hedge Fund Activity: Q2 2020 in Review

447 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2020, worth a combined $7.3B — up 5.4% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new WRB positions and 52 closed out — a net gain of 5 holders — while 129 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $81.7M. The largest seller was Invesco, cutting an estimated $73.4M.

  • 447 institutional investors held W.R. Berkley (WRB) as of Q2 2020, up from 445 in Q1 2020.
  • Funds reported $7.3B of W.R. Berkley stock for Q2 2020, up 5.4% quarter-over-quarter.
  • 57 funds opened new W.R. Berkley positions in Q2 2020 and 52 closed out, a net change of +5 holders.
  • The largest W.R. Berkley buyer in Q2 2020 was Citadel Advisors, an estimated $81.7M added.
  • The largest W.R. Berkley seller in Q2 2020 was Invesco, an estimated $73.4M sold.

Based on aggregated 13F filings for Q2 2020.