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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
MC
701
Machina Capital
France
-$280K -6,150 Closed
KFA
702
Krane Funds Advisors
New York
-$264K -5,793 Closed
Vontobel Holding
703
Vontobel Holding
Switzerland
-$244K -5,454 Closed
OMC
704
Old Mission Capital
Illinois
-$244K -5,355 Closed
QCM
705
Quantinno Capital Management
New York
-$242K -5,325 Closed
IAIM
706
Industrial Alliance Investment Management
Quebec, Canada
-$240K -5,273 Closed
FWP
707
Firethorn Wealth Partners
Georgia
-$207K -5,063 Closed
SLG
708
Stanley-Laman Group
Pennsylvania
-$226K -4,973 Closed
ONGA
709
O'Neil Global Advisors
California
-$220K -4,842 Closed
EWM
710
Evercore Wealth Management
New York
-$210K -4,613 Closed
PCIA
711
Prime Capital Investment Advisors
Kansas
-$208K -4,562 Closed
SSW
712
Smith Shellnut Wilson
Mississippi
-$208K -4,560 Closed
TIA
713
Trust Investment Advisors
Indiana
-$206K -4,529 Closed
SBIA
714
Sheaff Brock Investment Advisors
Indiana
-$205K -4,500 Closed
GWMIA
715
Global Wealth Management Investment Advisory
Florida
-$197K -4,331 Closed
CIP
716
Convergence Investment Partners
Florida
-$169K -3,725 Closed
VVP
717
Venture Visionary Partners
Ohio
-$135K -2,961 Closed
NICM
718
Neo Ivy Capital Management
New York
-$129K -2,841 Closed
NIM
719
NuWave Investment Management
New Jersey
-$103K -2,273 Closed
AFS
720
Annapolis Financial Services
Maryland
-$98K -2,157 Closed
LFG
721
Larson Financial Group
Missouri
-$25K -560 Closed
SWM
722
SeaCrest Wealth Management
New York
-$23K -503 Closed
RIM
723
Rockbridge Investment Management
New York
-$7.65K -168 Closed
CWP
724
Concord Wealth Partners
Virginia
-$7K -149 Closed
RG
725
Retirement Group
California
-$7K -147 Closed

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.