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W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$76M +$37.5M +1,213,384 +96%
Swiss National Bank
27
Swiss National Bank
Switzerland
$69.5M -$854K -27,675 -1%
AQR Capital Management
28
AQR Capital Management
Connecticut
$67.5M +$10.8M +350,224 +19%
Charles Schwab
29
Charles Schwab
California
$66.4M +$17.4M +562,795 +35%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$63.1M +$3.56M +115,373 +6%
UBS AM
31
UBS AM
Illinois
$54.8M -$5.9M -190,987 -10%
Wells Fargo
32
Wells Fargo
California
$52.6M +$5.29M +171,385 +11%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$51.4M +$3.64M +118,044 +8%
Goldman Sachs
34
Goldman Sachs
New York
$47.2M +$15.5M +500,884 +48%
MAM
35
Madison Asset Management
Wisconsin
$45.3M +$45.5M +1,473,741 New
CIM
36
Confluence Investment Management
Missouri
$44.7M +$960K +31,095 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$38.6M +$22.2M +717,898 +133%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$35.9M +$296K +9,588 +0.8%
CS
39
Credit Suisse
Switzerland
$32.1M -$3.27M -106,094 -9%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$30.3M +$167K +5,400 +0.6%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$28.9M +$19.9M +643,516 +216%
WG
42
Winton Group
United Kingdom
$27.3M +$12.1M +393,212 +79%
PPA
43
Parametric Portfolio Associates
Washington
$26.6M +$62.2K +2,016 +0.2%
Citadel Advisors
44
Citadel Advisors
Florida
$25.4M -$3M -97,207 -11%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$21.7M -$1.91M -61,920 -8%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$21.5M +$4.84M +156,845 +29%
SI
47
Scout Investments
Missouri
$21.3M -$15.3M -494,800 -42%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$21.2M -$1.52M -49,347 -7%
AAMU
49
Amundi Asset Management US
Massachusetts
$21.1M +$8.3M +268,855 +64%
BFM
50
Boston Financial Management
Massachusetts
$20.9M +$371K +12,008 +2%
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WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.