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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
101
Markston International
New York
$4.9M -$3.86K -185 -0.1%
GGHC
102
Gilder Gagnon Howe & Co
New York
$4.75M -$53.9K -2,582 -1%
AIM
103
AMI Investment Management
Indiana
$4.73M
ASRS
104
Arizona State Retirement System
Arizona
$4.72M -$303K -14,512 -6%
TPSF
105
Texas Permanent School Fund
Texas
$4.62M -$104K -4,978 -2%
SAM
106
Stansberry Asset Management
Texas
$4.53M +$1.74M +83,308 +66%
Prudential Financial
107
Prudential Financial
New Jersey
$4.43M -$55.9K -2,680 -1%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$4.42M -$54.6K -2,616 -1%
Millennium Management
109
Millennium Management
New York
$4.37M -$11.9M -569,987 -74%
MIM
110
MetLife Investment Management
New Jersey
$4.36M -$67.4K -3,230 -2%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$4.12M -$28.2K -1,350 -0.7%
AllianceBernstein
112
AllianceBernstein
Tennessee
$4.08M -$532K -25,482 -12%
Man Group
113
Man Group
United Kingdom
$3.89M +$3.77M +180,482 New
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$3.71M -$73.9K -3,543 -2%
CIM
115
Corbyn Investment Management
Maryland
$3.64M +$3.52M +168,892 New
VRS
116
Virginia Retirement Systems
Virginia
$3.63M
FAF
117
Fjarde Ap-fonden
Sweden
$3.61M +$21.1K +1,013 +0.6%
MSA
118
Mason Street Advisors
Wisconsin
$3.51M +$58K +2,781 +2%
Aviva
119
Aviva
United Kingdom
$3.5M -$415K -19,889 -11%
SFPIA
120
Stevens First Principles Investment Advisors
California
$3.38M
AAMU
121
Amundi Asset Management US
Massachusetts
$3.38M -$3.73M -178,899 -53%
WC
122
Whitney & Co
New York
$3.37M +$3.26M +156,263 New
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$3.33M -$77.1K -3,693 -2%
SAM
124
Shell Asset Management
Netherlands
$3.29M
MA
125
Montag & Associates
Georgia
$3.21M -$108K -5,168 -3%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.