W.R. Berkley
506 hedge funds and large institutions have $9.36B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 182 reducing their positions, and 58 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
54% more call options, than puts
Call options by funds: $4.77M | Put options by funds: $3.1M
14% more capital invested
Capital invested by funds: $8.18B → $9.36B (+$1.17B)
12% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 58
2.24% more ownership
Funds ownership: 155.84% → 158.08% (+2.2%)
0% more funds holding
Funds holding: 504 → 506 (+2)
9% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$118M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$83.5M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$48.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$40.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$48.4M |
| 2 |
Millennium Management
New York
|
-$40.3M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$37.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$37.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36.5M |
WRB Hedge Fund Activity: Q1 2021 in Review
506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2021, worth a combined $9.36B — up 14% from $8.18B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new WRB positions and 58 closed out — a net gain of 7 holders — while 166 added to existing stakes and 182 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $118M. The largest seller was First Eagle Investment Management, cutting an estimated $48.4M.
- 506 institutional investors held W.R. Berkley (WRB) as of Q1 2021, up from 504 in Q4 2020.
- Funds reported $9.36B of W.R. Berkley stock for Q1 2021, up 14% quarter-over-quarter.
- 65 funds opened new W.R. Berkley positions in Q1 2021 and 58 closed out, a net change of +7 holders.
- The largest W.R. Berkley buyer in Q1 2021 was Goldman Sachs, an estimated $118M added.
- The largest W.R. Berkley seller in Q1 2021 was First Eagle Investment Management, an estimated $48.4M sold.
Based on aggregated 13F filings for Q1 2021.