W.R. Berkley
440 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 155 reducing their positions, and 38 closing their positions.
74% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $8.63B → $9.35B (+$715M)
6% more funds holding
Funds holding: 414 → 440 (+26)
7% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.41M
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.01% less ownership
Funds ownership: 161.14% → 159.13% (-2%)
17% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 155
Top Buyers
| 1 |
BlackRock
New York
|
+$66.5M |
| 2 |
JP Morgan Chase
New York
|
+$28.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$15.1M |
Top Sellers
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$121M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$47.8M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$39.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$29.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$27.7M |
WRB Hedge Fund Activity: Q3 2019 in Review
440 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2019, worth a combined $9.35B — up 8.3% from $8.63B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WRB positions and 38 closed out — a net gain of 28 holders — while 128 added to existing stakes and 155 trimmed.
The largest buyer was BlackRock, adding an estimated $66.5M. The largest seller was Boston Partners, cutting an estimated $121M.
- 440 institutional investors held W.R. Berkley (WRB) as of Q3 2019, up from 414 in Q2 2019.
- Funds reported $9.35B of W.R. Berkley stock for Q3 2019, up 8.3% quarter-over-quarter.
- 66 funds opened new W.R. Berkley positions in Q3 2019 and 38 closed out, a net change of +28 holders.
- The largest W.R. Berkley buyer in Q3 2019 was BlackRock, an estimated $66.5M added.
- The largest W.R. Berkley seller in Q3 2019 was Boston Partners, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2019.