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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
EW
626
Evoke Wealth
California
$8K
PAI
627
Pittenger & Anderson Inc
Nebraska
$8K +$999 +23 +14%
CA
628
Crewe Advisors
Utah
$8K +$3.34K +77 +71%
SC
629
Schubert & Co
Texas
$7K -$521 -12 -7%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
SA
631
SRH Advisors
Kansas
$7K
SPWM
632
Spartan Planning & Wealth Management
North Carolina
$6K -$6.42K -148 -50%
BWM
633
BerganKDV Wealth Management
Minnesota
$6K
EARNEST Partners
634
EARNEST Partners
Georgia
$6K
TJHA
635
Thomas J. Herzfeld Advisors
Florida
$6K
WBC
636
West Branch Capital
Massachusetts
$6K
ZIG
637
Zullo Investment Group
Pennsylvania
$6K
GWS
638
Glassman Wealth Services
Virginia
$6K +$3.08K +71 +91%
FMP
639
Financial Management Professionals
Texas
$5K +$2.08K +48 +74%
CFFP
640
Center for Financial Planning
Michigan
$5K +$4.56K +105 New
APC
641
Aspire Private Capital
North Carolina
$5K +$4.91K +113 New
DIP
642
DT Investment Partners
Pennsylvania
$5K +$4.91K +113 New
AS
643
Altshuler Shaham
Israel
$4K -$134K -3,095 -97%
MA
644
MCF Advisors
Kentucky
$4K
ANBT
645
American National Bank & Trust
Texas
$4K +$3.6K +83 New
RCM
646
Raleigh Capital Management
North Carolina
$4K +$3.73K +86 New
LC
647
Lindbrook Capital
California
$3K -$347 -8 -9%
AA
648
Addison Advisors
Vermont
$3K
ACM
649
AUA Capital Management
Pennsylvania
$3K
BCMLT
650
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K

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.