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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
BEI
576
Benjamin Edwards Inc
Missouri
$45K +$8.86K +204 +24%
DSC
577
Duncker Streett & Co
Missouri
$44K
DMBA
578
Deseret Mutual Benefit Administrators
Utah
$42K -$14.3K -329 -25%
WTC
579
WhitTier Trust Company
Nevada
$42K +$2.6K +60 +7%
GWM
580
Geneos Wealth Management
Colorado
$38K -$64K -1,475 -62%
EI
581
Ellevest Inc
New York
$37K +$27.7K +637 +296%
CWA
582
Clearview Wealth Advisors
Oregon
$35K +$304 +7 +0.9%
AAP
583
Arax Advisory Partners
Colorado
$32K +$87 +2 +0.3%
First Manhattan
584
First Manhattan
New York
$31K
CA
585
Clearstead Advisors
Ohio
$30K
RCC
586
Red Cedar Capital
Nebraska
$30K +$29.8K +686 New
PP
587
PFS Partners
New Jersey
$29.5K +$260 +6 +0.9%
FCA
588
FinTrust Capital Advisors
South Carolina
$29K
HC
589
Hoese & Co
Minnesota
$29K
WWM
590
Wolff Wiese Magana
California
$29K +$391 +9 +1%
BWL
591
Bogart Wealth LLC
Virginia
$29K +$8.86K +204 +43%
S
592
SignatureFD
Georgia
$28K -$5.56K -128 -16%
TC
593
Trust Company
Kansas
$28K
Pacer Advisors
594
Pacer Advisors
Pennsylvania
$27K -$7.17M -165,243 -100%
TFP
595
Tilia Fiduciary Partners
North Carolina
$27K +$87 +2 +0.3%
JIR
596
James Investment Research
Ohio
$27K +$27.4K +630 New
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$26K +$2.73K +63 +12%
PA
598
Parallel Advisors
California
$25K +$3.34K +77 +16%
BWA
599
BDO Wealth Advisors
Florida
$22K +$22.2K +512 New
LS
600
Livforsakringsbolaget Skandia
Sweden
$21K -$84.7K -1,950 -80%

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.