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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
426
Brinker Capital Investments
Pennsylvania
$461K +$8.03K +185 +2%
CT
427
Coastline Trust
Rhode Island
$453K
SCA
428
Snowden Capital Advisors
New York
$444K -$68.3K -1,574 -13%
TCM
429
Teza Capital Management
Illinois
$441K -$1.06M -24,355 -70%
PCA
430
Personal Capital Advisors
California
$441K
MPCG
431
Matrix Private Capital Group
New York
$440K -$2K -46 -0.4%
S
432
Seeyond
France
$436K -$318K -7,329 -42%
GFA
433
Gifford Fong Associates
California
$436K
PP
434
Prudential plc
United Kingdom
$436K +$31.9K +735 +8%
SPIA
435
Steward Partners Investment Advisory
New York
$429K +$280K +6,439 +183%
CIA
436
Citadel Investment Advisory
Ohio
$428K
MAP
437
Moody Aldrich Partners
Massachusetts
$425K +$428K +9,869 New
SC
438
SRB Corp
Massachusetts
$424K -$1.04M -23,873 -71%
AF
439
Advisornet Financial
Minnesota
$422K -$87 -2 -0%
Connor, Clark & Lunn Investment Management (CC&L)
440
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$421K -$1.21M -27,798 -74%
PP
441
PDT Partners
New York
$420K -$393K -9,048 -48%
CCA
442
Cobblestone Capital Advisors
New York
$414K
DC
443
Davenport & Co
Virginia
$409K +$27K +621 +7%
William Blair & Company
444
William Blair & Company
Illinois
$405K +$2.08K +48 +0.5%
EAM
445
Erste Asset Management
Austria
$404K +$111K +2,550 +38%
TW
446
TrinityPoint Wealth
Connecticut
$401K +$4.3K +99 +1%
FWIA
447
Fort Washington Investment Advisors
Ohio
$397K -$24.4K -563 -6%
AWS
448
Atria Wealth Solutions
New York
$396K +$399K +9,192 New
BFS
449
Bradley Foster & Sargent
Connecticut
$396K +$9.77K +225 +3%
FFM
450
Forum Financial Management
Illinois
$395K

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.