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W.R. Berkley

351 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$42.7M +$3.22M +158,885 +8%
MIH
27
Madison Investment Holdings
Wisconsin
$38.5M +$329K +16,230 +0.9%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$37.7M -$6.98M -344,888 -16%
SJIC
29
St. James Investment Company
Texas
$36.8M -$1.85M -91,422 -5%
PC
30
Polar Capital
United Kingdom
$34.9M +$2.97M +146,812 +9%
PI
31
PGGM Investments
Netherlands
$34M -$4.63M -228,808 -12%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$33.6M +$2.34M +115,422 +8%
CIM
33
Confluence Investment Management
Missouri
$32.5M +$1.17M +57,787 +4%
UBS AM
34
UBS AM
Illinois
$29.4M +$7.53K +372 +0%
GI
35
GAMCO Investors
Connecticut
$29.2M +$1.45M +71,489 +5%
CIC
36
Chilton Investment Company
Connecticut
$28.7M -$4.96M -244,964 -15%
Ameriprise
37
Ameriprise
Minnesota
$28.4M +$1.23M +60,837 +5%
Principal Financial Group
38
Principal Financial Group
Iowa
$28.4M +$532K +26,264 +2%
Wells Fargo
39
Wells Fargo
California
$27.6M -$495K -24,439 -2%
Deutsche Bank
40
Deutsche Bank
Germany
$27.3M +$11.2M +552,312 +71%
GH
41
GAM Holding
Switzerland
$25.7M -$3.49M -172,500 -12%
Renaissance Technologies
42
Renaissance Technologies
New York
$25.7M +$22.5M +1,109,363 +779%
AQR Capital Management
43
AQR Capital Management
Connecticut
$25.3M +$1.3M +64,122 +5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$25.3M +$868K +42,899 +4%
BCM
45
Bridgeway Capital Management
Texas
$25M -$8.39M -414,450 -25%
Swiss National Bank
46
Swiss National Bank
Switzerland
$24.5M +$656K +32,400 +3%
Charles Schwab
47
Charles Schwab
California
$23.3M +$880K +43,487 +4%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$22.5M +$13M +641,017 +141%
PAM
49
Panagora Asset Management
Massachusetts
$21.3M -$188K -9,305 -0.9%
TA
50
Teachers Advisors
New York
$20.4M +$252K +12,450 +1%