W.R. Berkley
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$163M |
| 2 |
State Street
Boston,
Massachusetts
|
+$112M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$65.3M |
| 4 |
Millennium Management
New York
|
+$50.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$288M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$66.1M |
| 3 |
JP Morgan Chase
New York
|
-$61.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$43.4M |
| 5 |
Bank of New York Mellon
New York
|
-$37M |
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.