W.R. Berkley
724 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 250 increasing their positions, 235 reducing their positions, and 54 closing their positions.
126% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 54
22% more capital invested
Capital invested by funds: $11B → $13.4B (+$2.41B)
9.76% more ownership
Funds ownership: 100.98% → 110.74% (+9.8%)
9% more funds holding
Funds holding: 663 → 724 (+61)
6% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 235
1% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $14.6M
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$827M |
| 2 |
BlackRock
New York
|
+$189M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$62.3M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$61.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$59.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$45.8M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$31.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$28M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$23.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
776
Group One Trading
Chicago,
Illinois
| – | -$1.52K | -36 | Closed |
|
|
MTIC
777
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$1.52K | -36 | Closed |
|
|
PI
778
PEAK6 Investments
Chicago,
Illinois
| – | -$1.14K | -27 | Closed |
|
|
BIA
779
Bell Investment Advisors
Oakland,
California
| – | -$508 | -12 | Closed |
|
WRB Hedge Fund Activity: Q4 2023 in Review
724 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2023, worth a combined $13.4B — up 22% from $11B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new WRB positions and 54 closed out — a net gain of 68 holders — while 250 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $827M. The largest seller was Millennium Management, cutting an estimated $59.8M.
- 724 institutional investors held W.R. Berkley (WRB) as of Q4 2023, up from 663 in Q3 2023.
- Funds reported $13.4B of W.R. Berkley stock for Q4 2023, up 22% quarter-over-quarter.
- 122 funds opened new W.R. Berkley positions in Q4 2023 and 54 closed out, a net change of +68 holders.
- The largest W.R. Berkley buyer in Q4 2023 was Morgan Stanley, an estimated $827M added.
- The largest W.R. Berkley seller in Q4 2023 was Millennium Management, an estimated $59.8M sold.
Based on aggregated 13F filings for Q4 2023.