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W.R. Berkley
WRB

Overview Fund Activity

328 hedge funds and large institutions have $4.09B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
44
Increased
99
Reduced
130
Closed
17
Calls
$910K
Puts
$611K
Net Calls
+$299K
Net Calls Change
+$1.2M

Top Buyers

1
CC
1
Carlson Capital
Texas
$31.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$33.5M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$492M
4
Boston Partners
4
Boston Partners
Massachusetts
$50.2M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.71M
4
FAM
4
Foundation Asset Management
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
126
Beacon Financial Group
Texas
$3.42M 79,105 +387 +0.5%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$3.36M 77,376 -2,350 -3%
CWA
128
Constellation Wealth Advisors
New York
$3.27M 75,375 – –
Lord, Abbett & Co
129
Lord, Abbett & Co
New Jersey
$3.06M 70,600 -2,600 -4%
Federated Hermes
130
Federated Hermes
Pennsylvania
$2.98M 68,744 -1,194 -2%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$2.98M 68,600 -5,000 -7%
TA
132
Teachers Advisors
New York
$2.96M 68,292 -1,041 -2%
MOACM
133
Mutual of America Capital Management
New York
$2.92M 67,245 +2,413 +4%
ERSOT
134
Employees Retirement System of Texas
Texas
$2.92M 67,200 – –
SGCIA
135
Smith Graham & Co Investment Advisors
Texas
$2.82M 64,870 -23,860 -27%
MA
136
Montag & Associates
Georgia
$2.71M 62,340 -2,500 -4%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$2.68M 62,441 – –
SCM
138
Schneider Capital Management
Pennsylvania
$2.64M 60,906 -425 -0.7%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$2.37M 54,713 +2,257 +4%
AQR Capital Management
140
AQR Capital Management
Connecticut
$2.36M 54,402 -23,811 -30%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$2.31M 53,200 – –
RJA
142
Raymond James & Associates
Florida
$2.31M 53,159 +5,118 +11%
Franklin Resources
143
Franklin Resources
California
$2.25M 51,808 – –
SOMRS
144
State of Michigan Retirement System
Michigan
$2.22M 51,255 +200 +0.4%
SAM
145
Sentinel Asset Management
Vermont
$2.12M 48,860 -340 -0.7%
ESCM
146
Echo Street Capital Management
New York
$2.12M 48,738 – –
VOYA Investment Management
147
VOYA Investment Management
Georgia
$2.08M 47,831 -587 -1%
DCM
148
Dynamic Capital Management
Jersey
$2.03M 46,873 +46,873 New
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$2.01M 46,232 -26,107 -36%
Nomura Holdings
150
Nomura Holdings
Japan
$1.98M 45,629 +45,629 New
4 5
6
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