W.R. Berkley
355 hedge funds and large institutions have $4.74B invested in W.R. Berkley in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 11 closing their positions.
373% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 11
218% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $322K
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more funds holding
Funds holding: 317 → 355 (+38)
10% more capital invested
Capital invested by funds: $4.33B → $4.74B (+$411M)
2.7% more ownership
Funds ownership: 243.57% → 246.27% (+2.7%)
22% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$22.5M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$20.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$19.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$58.7M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$39.9M |
| 3 |
Jennison Associates
New York
|
-$26.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$23.5M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
-$11.2M |
WRB Hedge Fund Activity: Q4 2014 in Review
355 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2014, worth a combined $4.74B — up 9.5% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WRB positions and 11 closed out — a net gain of 41 holders — while 104 added to existing stakes and 134 trimmed.
The largest buyer was Boston Partners, adding an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $58.7M.
- 355 institutional investors held W.R. Berkley (WRB) as of Q4 2014, up from 317 in Q3 2014.
- Funds reported $4.74B of W.R. Berkley stock for Q4 2014, up 9.5% quarter-over-quarter.
- 52 funds opened new W.R. Berkley positions in Q4 2014 and 11 closed out, a net change of +41 holders.
- The largest W.R. Berkley buyer in Q4 2014 was Boston Partners, an estimated $22.5M added.
- The largest W.R. Berkley seller in Q4 2014 was JP Morgan Chase, an estimated $58.7M sold.
Based on aggregated 13F filings for Q4 2014.