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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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$5M -$1.11M -46,986 -19%
MIM
102
MetLife Investment Management
New Jersey
$4.98M -$5.63K -239 -0.1%
Prudential Financial
103
Prudential Financial
New Jersey
$4.81M -$2.46M -104,433 -35%
Eagle Capital Management (New York)
104
Eagle Capital Management (New York)
New York
$4.75M -$874K -37,071 -16%
MI
105
Markston International
New York
$4.49M -$851K -36,109 -17%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$4.46M -$54.7K -2,322 -1%
Allianz Asset Management
107
Allianz Asset Management
Germany
$4.37M +$280K +11,873 +5%
MSA
108
Mason Street Advisors
Wisconsin
$4.34M +$57.5K +2,440 +1%
Asset Management One
109
Asset Management One
Japan
$4.29M -$8.68M -368,435 -68%
WC
110
Whitney & Co
New York
$4.29M +$1.73M +73,407 +45%
EVM
111
Eaton Vance Management
Massachusetts
$4.28M +$763K +32,383 +23%
BTW
112
Boston Trust Walden
Massachusetts
$4.26M -$7.77M -329,451 -66%
Barclays
113
Barclays
United Kingdom
$4.21M +$1.35M +57,247 +52%
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
$4.16M +$2.97M +126,076 +318%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$4.09M
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$4.09M +$31.5K +1,336 +0.8%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$3.96M
CIM
118
Corbyn Investment Management
Maryland
$3.91M -$258K -10,928 -7%
SFPIA
119
Stevens First Principles Investment Advisors
California
$3.83M -$39.4K -1,671 -1%
CIBC Asset Management
120
CIBC Asset Management
Ontario, Canada
$3.77M +$315K +13,375 +10%
Millennium Management
121
Millennium Management
New York
$3.76M -$11.8M -498,565 -77%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$3.75M +$3.26M +138,375 +1,281%
SAM
123
Shell Asset Management
Netherlands
$3.7M +$6.11K +259 +0.2%
Comerica Bank
124
Comerica Bank
Texas
$3.54M -$81.5K -3,459 -2%
DCM
125
Dupont Capital Management
Delaware
$3.51M -$57.8K -2,454 -2%

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.