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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
PC
76
PhiloSmith Capital
Connecticut
$8.85M +$398K +16,875 +5%
Stifel Financial
77
Stifel Financial
Missouri
$8.75M -$936K -39,720 -10%
STCG
78
Speece Thorson Capital Group
Minnesota
$8.56M +$3.73M +158,204 +45%
RPI
79
Railway Pension Investments
United Kingdom
$8.24M +$2.68M +113,782 +53%
WAM
80
Wallington Asset Management
Indiana
$8.22M +$379K +16,065 +5%
YWP
81
YorkBridge Wealth Partners
New York
$8.09M
Man Group
82
Man Group
United Kingdom
$7.29M +$2M +84,966 +41%
MOACM
83
Mutual of America Capital Management
New York
$7.22M +$67.7K +2,873 +1%
AL
84
AJO LP
Pennsylvania
$7.07M -$4.93M -209,206 -43%
BCIM
85
British Columbia Investment Management
British Columbia, Canada
$7.02M +$3.63M +153,873 +122%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$6.85M +$455K +19,292 +8%
AAF
87
Andra AP-fonden
Sweden
$6.73M +$6.32M +267,975 New
SGCIA
88
Smith Graham & Co Investment Advisors
Texas
$6.71M +$62.9K +2,667 +1%
Morgan Stanley
89
Morgan Stanley
New York
$6.67M -$2.28M -96,930 -27%
FQ
90
First Quadrant
California
$6.63M -$340K -14,442 -5%
AG
91
Aperio Group
California
$6.5M -$2.97M -126,063 -33%
AAMU
92
Amundi Asset Management US
Massachusetts
$6.49M +$3.78M +160,211 +70%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$6.18M
GF
94
Gabelli Funds
New York
$6.08M -$286K -12,150 -5%
ASRS
95
Arizona State Retirement System
Arizona
$5.86M -$2.55K -108 -0%
AIMCA
96
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.72M
TPSF
97
Texas Permanent School Fund
Texas
$5.54M +$184K +7,810 +4%
FAF
98
Fjarde Ap-fonden
Sweden
$5.46M +$650K +27,597 +15%
GGHC
99
Gilder Gagnon Howe & Co
New York
$5.07M -$48.9K -2,075 -1%
SAM
100
Stansberry Asset Management
Texas
$5.04M -$464K -19,686 -9%

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.