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W.R. Berkley

504 hedge funds and large institutions have $8.18B invested in W.R. Berkley in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 163 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 34

11% more funds holding

Funds holding: 454504 (+50)

5% more capital invested

Capital invested by funds: $7.8B → $8.18B (+$383M)

1% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 163

6.67% less ownership

Funds ownership: 162.51%155.84% (-6.7%)

44% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $3.02M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
504
Holders Change
+50
Holders Change %
+11.01%
% of All Funds
8.92%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
89
Increased
161
Reduced
163
Closed
34
Calls
$1.69M
Puts
$3.02M
Net Calls
-$1.34M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$19.7M +$5.2M +180,448 +37%
Stifel Financial
52
Stifel Financial
Missouri
$19.5M +$1.42M +49,374 +8%
Goldman Sachs
53
Goldman Sachs
New York
$19.1M -$11.4M -397,058 -38%
MAA
54
Mraz Amerine & Associates
California
$18.3M -$835K -28,949 -4%
PAM
55
Panagora Asset Management
Massachusetts
$18.3M +$14M +486,918 +370%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$18M -$952K -33,028 -5%
Ameriprise
57
Ameriprise
Minnesota
$17.9M +$1.23M +42,581 +8%
UBS Group
58
UBS Group
Switzerland
$17.6M +$478K +16,572 +3%
N
59
Natixis
France
$17.3M +$16.9M +587,338 New
DP
60
Dundas Partners
United Kingdom
$17.1M
AAMU
61
Amundi Asset Management US
Massachusetts
$16.7M +$1.96M +68,092 +14%
Two Sigma Investments
62
Two Sigma Investments
New York
$16.7M +$14.5M +504,488 +837%
ACA
63
Anchor Capital Advisors
Massachusetts
$16.6M -$31.8K -1,103 -0.2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$16.5M -$25.3K -878 -0.2%
Barclays
65
Barclays
United Kingdom
$16M -$347K -12,028 -2%
Deutsche Bank
66
Deutsche Bank
Germany
$15.6M +$745K +25,848 +5%
AFIA
67
America First Investment Advisors
Nebraska
$15.4M -$589K -20,430 -4%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$15.2M -$524K -18,173 -3%
KBC Group
69
KBC Group
Belgium
$15.2M
E
70
Ergoteles
New York
$15M +$14.4M +499,527 +5,046%
CS
71
Credit Suisse
Switzerland
$14.9M -$12.2M -424,026 -46%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$14.9M -$190K -6,588 -1%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$14M +$13.6M +473,000 New
PMAM
74
Picton Mahoney Asset Management
Ontario, Canada
$13.3M +$13M +451,600 New
CSS
75
Cubist Systematic Strategies
Connecticut
$13M +$8.4M +291,298 +195%

WRB Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2020, worth a combined $8.18B — up 4.9% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WRB positions and 34 closed out — a net gain of 55 holders — while 161 added to existing stakes and 163 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.7M. The largest seller was BlackRock, cutting an estimated $336M.

  • 504 institutional investors held W.R. Berkley (WRB) as of Q4 2020, up from 454 in Q3 2020.
  • Funds reported $8.18B of W.R. Berkley stock for Q4 2020, up 4.9% quarter-over-quarter.
  • 89 funds opened new W.R. Berkley positions in Q4 2020 and 34 closed out, a net change of +55 holders.
  • The largest W.R. Berkley buyer in Q4 2020 was Citadel Advisors, an estimated $73.7M added.
  • The largest W.R. Berkley seller in Q4 2020 was BlackRock, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2020.