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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
476
Wealth Advisors of Iowa
Iowa
$316K +$319K +7,347 New
ALAM
477
Asahi Life Asset Management
Japan
$316K +$319K +7,350 New
APA
478
American Portfolios Advisors
New York
$314K -$2.87K -66 -0.9%
RBC
479
Romano Brothers & Co
Illinois
$314K +$317K +7,293 New
SIA
480
Schechter Investment Advisors
Michigan
$308K -$13K -300 -4%
AA
481
ALPS Advisors
Colorado
$307K +$309K +7,125 New
SOW
482
State of Wyoming
Wyoming
$305K +$193K +4,449 +170%
ERIM
483
Eagle Ridge Investment Management
Connecticut
$304K
EF
484
Empirical Finance
Pennsylvania
$303K +$53.7K +1,237 +21%
DWP
485
Destiny Wealth Partners
Florida
$301K +$303K +6,987 New
AWM
486
Avior Wealth Management
Nebraska
$295K +$2.69K +62 +0.9%
II
487
Inspire Investing
Idaho
$293K +$295K +6,800 New
DI
488
Diligent Investors
California
$291K
OC
489
Oppenheimer & Co
New York
$291K
ACA
490
Aptus Capital Advisors
Alabama
$291K +$3.95K +91 +1%
PAM
491
Paradigm Asset Management
New York
$291K -$71.6K -1,650 -20%
HKIMG
492
Hutchens & Kramer Investment Management Group
Indiana
$290K -$2.95K -68 -1%
MGP
493
Metis Global Partners
California
$290K +$36.9K +849 +14%
BPC
494
Banque Pictet & Cie
Switzerland
$286K -$1.83M -42,183 -86%
AIM
495
AMI Investment Management
Indiana
$279K -$11.7K -270 -4%
CAN
496
Cetera Advisor Networks
California
$279K +$281K +6,474 New
PCM
497
Presidio Capital Management
California
$278K +$13.7K +315 +5%
MRCM
498
M&R Capital Management
New Jersey
$276K
GCM
499
Graham Capital Management
Connecticut
$271K -$25.9K -596 -9%
AAM
500
Aureus Asset Management
Massachusetts
$271K

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.