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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$13.2M +$13.3M +305,991 New
Alyeska Investment Group
102
Alyeska Investment Group
Illinois
$13.1M +$13.2M +303,573 New
Prudential Financial
103
Prudential Financial
New Jersey
$12.7M -$11.8M -270,787 -48%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$12.5M +$319K +7,349 +3%
Millennium Management
105
Millennium Management
New York
$12.5M -$78.2M -1,800,476 -86%
CCM
106
Channing Capital Management
Illinois
$12.3M -$1.51M -34,890 -11%
Osaic Holdings
107
Osaic Holdings
Arizona
$12.2M +$1.93M +44,400 +19%
Franklin Resources
108
Franklin Resources
California
$11.7M +$2.52M +57,954 +27%
American Century Companies
109
American Century Companies
Missouri
$11.1M +$9.43M +217,165 +528%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$11M +$6.46M +148,696 +139%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$10.8M +$9.08M +209,118 +496%
Two Sigma Investments
112
Two Sigma Investments
New York
$10.6M +$654K +15,059 +6%
IP
113
Isthmus Partners
Wisconsin
$10.5M -$72.2K -1,662 -0.7%
SEI Investments
114
SEI Investments
Pennsylvania
$10.5M +$2.27M +52,292 +27%
JAM
115
Jupiter Asset Management
United Kingdom
$10.4M -$3.01M -69,300 -22%
SAM
116
Storebrand Asset Management
Norway
$10.4M +$343K +7,911 +3%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M +$93.9K +2,162 +0.9%
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$10.2M +$1.82M +41,983 +22%
Truist Financial
119
Truist Financial
North Carolina
$9.89M +$1.05M +24,074 +12%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$9.87M +$403K +9,276 +4%
AAF
121
Andra AP-fonden
Sweden
$9.67M +$742K +17,100 +8%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$9.64M +$1.26M +29,134 +15%
Canada Life
123
Canada Life
Manitoba, Canada
$9.44M +$780K +17,957 +9%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$9.22M -$1.9M -43,666 -17%
YWP
125
YorkBridge Wealth Partners
New York
$9.05M -$5.51M -126,831 -38%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.