W.R. Berkley
341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.
96% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $694K
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $4.74B → $4.57B (-$172M)
8% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 130
3.37% less ownership
Funds ownership: 246.27% → 242.9% (-3.4%)
4% less funds holding
Funds holding: 355 → 341 (-14)
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$36.6M |
| 2 |
Bank of New York Mellon
New York
|
+$20.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$17.4M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.9M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$35M |
| 2 |
JP Morgan Chase
New York
|
-$33.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.8M |
| 5 |
Morgan Stanley
New York
|
-$14.7M |
WRB Hedge Fund Activity: Q1 2015 in Review
341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2015, worth a combined $4.57B — down 3.6% from $4.74B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WRB and 28 opened new positions — a net loss of 10 holders — while 130 trimmed existing stakes and 120 added.
The largest buyer was Citadel Advisors, adding an estimated $36.6M. The largest seller was AJO LP, exiting entirely with an estimated $35M sold.
- 341 institutional investors held W.R. Berkley (WRB) as of Q1 2015, down from 355 in Q4 2014.
- Funds reported $4.57B of W.R. Berkley stock for Q1 2015, down 3.6% quarter-over-quarter.
- 28 funds opened new W.R. Berkley positions in Q1 2015 and 38 closed out, a net change of -10 holders.
- The largest W.R. Berkley buyer in Q1 2015 was Citadel Advisors, an estimated $36.6M added.
- The largest W.R. Berkley seller in Q1 2015 was AJO LP, an estimated $35M sold.
Based on aggregated 13F filings for Q1 2015.