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W.R. Berkley

400 hedge funds and large institutions have $7.39B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $3.2M

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $6.54B → $7.39B (+$856M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 401400 (-1)

2.51% less ownership

Funds ownership: 245.46%242.95% (-2.5%)

12% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 141

Holders
400
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
124
Reduced
141
Closed
34
Calls
$5.97M
Puts
$3.2M
Net Calls
+$2.77M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$16.4M -$349K -14,809 -2%
AFIA
52
America First Investment Advisors
Nebraska
$15.6M -$236K -10,020 -2%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$15.3M +$873K +37,054 +6%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$15M +$2.99M +126,981 +27%
AllianceBernstein
55
AllianceBernstein
Tennessee
$14.6M -$284K -12,029 -2%
ProShare Advisors
56
ProShare Advisors
Maryland
$13.7M +$2M +85,000 +18%
Citadel Advisors
57
Citadel Advisors
Florida
$13.6M +$12.1M +512,166 +1,663%
Deutsche Bank
58
Deutsche Bank
Germany
$13.1M -$1.78M -75,590 -13%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$13.1M -$88.4K -3,750 -0.7%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$13.1M -$58.9K -2,497 -0.5%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$13M -$279K -11,833 -2%
WG
62
Winton Group
United Kingdom
$12.5M +$10.9M +462,533 +1,332%
UIM
63
USS Investment Management
United Kingdom
$11.9M
GH
64
GAM Holding
Switzerland
$11.4M -$1.17M -49,616 -10%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$11.3M -$183K -7,762 -2%
RJA
66
Raymond James & Associates
Florida
$11.2M +$584K +24,769 +6%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$10.6M +$31K +1,316 +0.3%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$9.97M -$1.29M -54,691 -12%
First Trust Advisors
69
First Trust Advisors
Illinois
$9.95M -$2.11M -89,563 -18%
AFG
70
American Financial Group
Ohio
$9.91M
TA
71
Teachers Advisors
New York
$9.83M +$205K +8,717 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
72
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.74M -$617K -26,177 -6%
GC
73
Gillson Capital
Illinois
$9.61M +$9.03M +383,005 New
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$9.14M -$212K -9,001 -2%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.94M -$410K -17,374 -3%

WRB Hedge Fund Activity: Q1 2019 in Review

400 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2019, worth a combined $7.39B — up 13% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WRB positions and 34 closed out — a net gain of 5 holders — while 124 added to existing stakes and 141 trimmed.

The largest buyer was APG Asset Management, adding an estimated $32.4M. The largest seller was Victory Capital Management, cutting an estimated $55.2M.

  • 400 institutional investors held W.R. Berkley (WRB) as of Q1 2019, down from 401 in Q4 2018.
  • Funds reported $7.39B of W.R. Berkley stock for Q1 2019, up 13% quarter-over-quarter.
  • 39 funds opened new W.R. Berkley positions in Q1 2019 and 34 closed out, a net change of +5 holders.
  • The largest W.R. Berkley buyer in Q1 2019 was APG Asset Management, an estimated $32.4M added.
  • The largest W.R. Berkley seller in Q1 2019 was Victory Capital Management, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2019.