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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$17.5M +$103K +4,934 +0.6%
SI
52
Scout Investments
Missouri
$17.3M +$16.8M +804,661 New
Citadel Advisors
53
Citadel Advisors
Florida
$17M -$54.6M -2,618,683 -77%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$15.9M -$16.5K -793 -0.1%
MAA
55
Mraz Amerine & Associates
California
$15.7M +$196K +9,413 +1%
AIG
56
American International Group
New York
$14.5M -$492K -23,602 -3%
GH
57
GAM Holding
Switzerland
$14.4M -$847K -40,595 -6%
Canada Life
58
Canada Life
Manitoba, Canada
$14.3M +$1.35M +64,550 +11%
AFIA
59
America First Investment Advisors
Nebraska
$14.1M +$112K +5,370 +0.8%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$14M -$2.5M -119,640 -16%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$14M -$487K -23,335 -3%
PPA
62
Parametric Portfolio Associates
Washington
$13.9M +$396K +18,968 +3%
EVM
63
Eaton Vance Management
Massachusetts
$12.9M +$6.61M +316,582 +112%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$11.9M -$347K -16,612 -3%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$11.8M -$208K -9,990 -2%
Asset Management One
66
Asset Management One
Japan
$11.3M -$223K -10,675 -2%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M -$410K -19,650 -4%
First Trust Advisors
68
First Trust Advisors
Illinois
$11.2M -$364K -17,466 -3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$430K -20,587 -4%
CTA
70
Carillon Tower Advisers
Florida
$10.5M +$10.2M +487,603 New
STCG
71
Speece Thorson Capital Group
Minnesota
$10.1M -$628K -30,111 -6%
UIM
72
USS Investment Management
United Kingdom
$10.1M +$2.49M +119,475 +35%
ProShare Advisors
73
ProShare Advisors
Maryland
$9.69M -$2.07M -99,350 -18%
MSL
74
Mackay Shields LLC
New York
$9.53M +$9.23M +442,260 New
BTW
75
Boston Trust Walden
Massachusetts
$8.96M -$7.53K -361 -0.1%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.