W.R. Berkley
383 hedge funds and large institutions have $6.39B invested in W.R. Berkley in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 37 closing their positions.
48% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $1.55M
2.79% more ownership
Funds ownership: 245.06% → 247.86% (+2.8%)
9% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 127
0% less capital invested
Capital invested by funds: $6.41B → $6.39B (-$23.5M)
2% less funds holding
Funds holding: 391 → 383 (-8)
16% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 37
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$162M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$83.7M |
| 3 |
Millennium Management
New York
|
+$29.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$39.7M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$26.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.2M |
| 4 |
State Street
Boston,
Massachusetts
|
-$18.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$16.8M |
WRB Hedge Fund Activity: Q2 2018 in Review
383 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2018, worth a combined $6.39B — down 0.37% from $6.41B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of WRB and 31 opened new positions — a net loss of 6 holders — while 127 trimmed existing stakes and 139 added.
The largest buyer was Janus Henderson Group, adding an estimated $162M. The largest seller was TIAA CREF Investment Management, cutting an estimated $39.7M.
- 383 institutional investors held W.R. Berkley (WRB) as of Q2 2018, down from 391 in Q1 2018.
- Funds reported $6.39B of W.R. Berkley stock for Q2 2018, down 0.37% quarter-over-quarter.
- 31 funds opened new W.R. Berkley positions in Q2 2018 and 37 closed out, a net change of -6 holders.
- The largest W.R. Berkley buyer in Q2 2018 was Janus Henderson Group, an estimated $162M added.
- The largest W.R. Berkley seller in Q2 2018 was TIAA CREF Investment Management, an estimated $39.7M sold.
Based on aggregated 13F filings for Q2 2018.