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W.R. Berkley
WRB

614 hedge funds and large institutions have $12B invested in W.R. Berkley in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 214 increasing their positions, 239 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

37% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.62M

20% more capital invested

Capital invested by funds: $10B → $12B (+$1.99B)

7% more funds holding

Funds holding: 573 → 614 (+41)

10% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 239

53.61% less ownership

Funds ownership: 156.44% → 102.83% (-54%)

Holders
614
Holders Change
+41
Holders Change %
+7.16%
% of All Funds
9.68%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
105
Increased
214
Reduced
239
Closed
60
Calls
$3.6M
Puts
$2.62M
Net Calls
+$980K
Net Calls Change
+$3.21M

Top Buyers

1
State Street
State Street
Massachusetts
+$67.5M
2
Invesco
Invesco
Georgia
+$64.1M
3
JCM
Junto Capital Management
New York
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.7M
5
Fidelity International
Fidelity International
Bermuda
+$45.5M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
-$171M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$89.6M
3
NI
Nuance Investments
Missouri
-$86.2M
4
Millennium Management
Millennium Management
New York
-$67.6M
5
Citigroup
Citigroup
New York
-$61M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$104M +$13.3M +332,976 +27%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$103M +$958K +24,010 +1%
Bank of America
28
Bank of America
North Carolina
$84.6M -$18.6M -465,325 -20%
SC
29
Samlyn Capital
New York
$80.5M +$8.92M +223,765 +14%
CIM
30
Confluence Investment Management
Missouri
$72.8M -$248K -6,222 -0.4%
PPA
31
Parametric Portfolio Associates
Washington
$66.4M +$1.6M +40,127 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$61.1M +$6.49M +162,675 +13%
BFM
33
Boston Financial Management
Massachusetts
$61.1M -$1.96M -49,035 -3%
Millennium Management
34
Millennium Management
New York
$60.1M -$67.6M -1,695,383 -56%
MAM
35
Madison Asset Management
Wisconsin
$60M -$569K -14,260 -1%
JCM
36
Junto Capital Management
New York
$56.6M +$50.9M +1,275,983 New
UBS AM
37
UBS AM
Illinois
$52.5M +$1.06M +26,621 +2%
Fidelity International
38
Fidelity International
Bermuda
$50.6M +$45.5M +1,139,789 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$49.8M +$1.3M +32,538 +3%
EAM
40
EULAV Asset Management
Florida
$45.9M – – –
SGAM
41
Smith Group Asset Management
Texas
$42.8M +$19.9M +499,532 +108%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$42.1M +$36.2M +907,780 +2,220%
CVA
43
Ceredex Value Advisors
Florida
$41.5M -$32M -801,690 -46%
Renaissance Technologies
44
Renaissance Technologies
New York
$40.6M -$7.17M -179,703 -16%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$39.8M +$425K +10,653 +1%
Stifel Financial
46
Stifel Financial
Missouri
$36.5M +$1.59M +39,838 +5%
Citadel Advisors
47
Citadel Advisors
Florida
$34.7M -$41.9M -1,050,225 -57%
Morgan Stanley
48
Morgan Stanley
New York
$34.4M -$2.31M -57,987 -7%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$34M +$4.43M +111,140 +17%
Deutsche Bank
50
Deutsche Bank
Germany
$30.7M -$8.6M -215,749 -24%
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WRB Hedge Fund Activity: Q1 2022 in Review

614 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2022, worth a combined $12B — up 20% from $10B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WRB positions and 60 closed out — a net gain of 45 holders — while 214 added to existing stakes and 239 trimmed.

The largest buyer was State Street, adding an estimated $67.5M. The largest seller was Atlanta Capital Management, cutting an estimated $171M.

  • 614 institutional investors held W.R. Berkley (WRB) as of Q1 2022, up from 573 in Q4 2021.
  • Funds reported $12B of W.R. Berkley stock for Q1 2022, up 20% quarter-over-quarter.
  • 105 funds opened new W.R. Berkley positions in Q1 2022 and 60 closed out, a net change of +45 holders.
  • The largest W.R. Berkley buyer in Q1 2022 was State Street, an estimated $67.5M added.
  • The largest W.R. Berkley seller in Q1 2022 was Atlanta Capital Management, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2022.