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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
Loomis, Sayles & Company
551
Loomis, Sayles & Company
Massachusetts
$113K -$134K -3,092 -54%
VCM
552
Vigilant Capital Management
Maine
$113K -$695 -16 -0.6%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$113K +$17.8K +411 +19%
CMF
554
Counterpoint Mutual Funds
California
$111K +$112K +2,580 New
Simplex Trading
555
Simplex Trading
Illinois
$109K -$46.1K -1,062 -30%
OIA
556
Optimum Investment Advisors
Illinois
$109K -$4.56K -105 -4%
CT
557
Cambridge Trust
Massachusetts
$95K
CFGS
558
Concourse Financial Group Securities
Alabama
$94K -$14.4K -331 -13%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$84K
HFM
560
Harvest Fund Management
China
$83K +$21K +483 +34%
JWA
561
JFS Wealth Advisors
Pennsylvania
$82K -$87 -2 -0.1%
WPA
562
West Paces Advisors
Georgia
$79.9K
BTI
563
Blue Trust Inc
Georgia
$78K +$24K +552 +47%
SIM
564
Sentry Investment Management
Wisconsin
$77K -$21.1K -487 -21%
SJIM
565
St. Johns Investment Management
Florida
$73K
TWM
566
Tradition Wealth Management
Minnesota
$70K +$70.7K +1,629 New
MCC
567
Money Concepts Capital
Florida
$66K -$3.91K -90 -6%
AA
568
Alta Advisers
United Kingdom
$58K +$58.6K +1,350 New
QCG
569
Quadrant Capital Group
Ohio
$57K +$6.25K +144 +12%
QC
570
Quent Capital
New York
$56K +$87 +2 +0.2%
PB
571
Pinnacle Bancorp
Nebraska
$54K
LSA
572
Leonteq Securities AG
Switzerland
$51.3K +$51.7K +1,191 New
ACA
573
Atlas Capital Advisors
Wyoming
$50.4K +$3.78K +87 +8%
C
574
Covestor
United Kingdom
$45K -$33.3K -767 -42%
WTA
575
Washington Trust Advisors
Massachusetts
$45K +$7.42K +171 +20%

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.