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W.R. Berkley
WRB

Overview Fund Activity

322 hedge funds and large institutions have $4.22B invested in W.R. Berkley in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 20 closing their positions.

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
9.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
106
Reduced
112
Closed
20
Calls
$46K
Puts
$658K
Net Calls
-$612K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$62.4M
2
Boston Partners
2
Boston Partners
Massachusetts
$121M
3
AL
3
AJO LP
Pennsylvania
$21.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$16.5M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$518M
2
Credit Agricole
2
Credit Agricole
France
$3.48M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$56.1M
5
MIH
5
Madison Investment Holdings
Wisconsin
$43.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
51
Managed Account Advisors
New Jersey
$12.8M 935,108 +80,565 +9%
First Trust Advisors
52
First Trust Advisors
Illinois
$12.7M 926,836 +45,046 +5%
Principal Financial Group
53
Principal Financial Group
Iowa
$12.5M 912,752 +1,742 +0.2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$12.2M 889,242 +829,035 +1,377%
Wells Fargo
55
Wells Fargo
California
$11.5M 836,133 -166,097 -17%
VAM
56
Visium Asset Management
New York
$11.4M 830,797 +830,797 New
MAA
57
Mraz Amerine & Associates
California
$11.3M 820,101 +22,956 +3%
GF
58
Gabelli Funds
New York
$10.9M 791,438 +13,500 +2%
SIG
59
Schaller Investment Group
North Carolina
$10.8M 788,063 – –
AAF
60
Andra AP-fonden
Sweden
$10.5M 761,738 +593,663 +353%
MI
61
Markston International
New York
$10.4M 759,294 -16,514 -2%
AIG
62
American International Group
New York
$10.1M 737,073 +5,822 +0.8%
ESCM
63
Echo Street Capital Management
New York
$9.36M 682,307 -416,704 -38%
Macquarie Group
64
Macquarie Group
Australia
$9.22M 671,794 -27,358 -4%
AIMCA
65
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.06M 660,150 – –
IGIM
66
I.G. Investment Management
Manitoba, Canada
$8.91M 649,077 +16,170 +3%
Deutsche Bank
67
Deutsche Bank
Germany
$8.8M 641,706 -202,749 -24%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$8.78M 639,981 -20,250 -3%
Charles Schwab
69
Charles Schwab
California
$8.73M 636,454 +21,573 +4%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$8.54M 622,067 -10,266 -2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.49M 618,479 -10,462 -2%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$8.4M 612,225 +462,037 +308%
PI
73
Putnam Investments
Massachusetts
$8.34M 607,871 +4,218 +0.7%
AFIA
74
America First Investment Advisors
Nebraska
$8.21M 598,627 +32,602 +6%
HEIP
75
Hudson Edge Investment Partners
New Jersey
$8.12M 592,043 +4,152 +0.7%
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