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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
HH
451
Hilltop Holdings
Texas
$389K -$549K -12,638 -58%
RCA
452
Ranch Capital Advisors
Florida
$388K +$145K +3,336 +59%
QI
453
Qtron Investments
Massachusetts
$384K
MPAM
454
Monarch Partners Asset Management
Massachusetts
$380K -$407K -9,375 -52%
Baird Financial Group
455
Baird Financial Group
Wisconsin
$374K +$377K +8,675 New
IAN
456
Integrated Advisors Network
Texas
$371K +$62K +1,428 +20%
OIA
457
OneDigital Investment Advisors
Kansas
$368K +$372K +8,558 New
SCM
458
Stevens Capital Management
Pennsylvania
$368K +$372K +8,559 New
CA
459
CoreCap Advisors
Michigan
$364K -$21K -483 -5%
BAMF
460
BI Asset Management Fondsmaeglerselskab
Denmark
$358K +$292K +6,723 +424%
LNC
461
Lincoln National Corp
Pennsylvania
$356K +$3.43K +79 +1%
CFA
462
CWS Financial Advisors
Michigan
$354K -$28.9K -666 -7%
NA
463
NewEdge Advisors
Louisiana
$353K +$356K +8,193 New
HW
464
Hamilton Wealth
California
$353K +$356K +8,195 New
WA
465
Wealth Alliance
New York
$348K -$43.7K -1,007 -11%
TF
466
Trek Financial
Arizona
$344K -$251K -5,775 -42%
CCP
467
Carmel Capital Partners
California
$344K
MM
468
MQS Management
New York
$338K +$341K +7,859 New
GVAG
469
Great Valley Advisor Group
Delaware
$331K +$11.8K +271 +4%
BL
470
Balentine LLC
Georgia
$330K -$635K -14,631 -66%
BFS
471
Bard Financial Services
Connecticut
$327K
RIM
472
Redpoint Investment Management
Australia
$327K
SCA
473
Sage Capital Advisors
South Dakota
$323K +$326K +7,500 New
IA
474
IFP Advisors
Florida
$320K +$73K +1,682 +38%
ST
475
Somerset Trust
Pennsylvania
$317K

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.