W.R. Berkley
350 hedge funds and large institutions have $5.31B invested in W.R. Berkley in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 29 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 100
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
17% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $1.56M
9% more capital invested
Capital invested by funds: $4.86B → $5.31B (+$442M)
0% more funds holding
Funds holding: 350 → 350 (0)
0.15% less ownership
Funds ownership: 243.98% → 243.83% (-0.15%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$119M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$43.9M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$21.9M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$21.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$119M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$71.6M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$38.3M |
| 4 |
Renaissance Technologies
New York
|
-$19.3M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$17M |
WRB Hedge Fund Activity: Q2 2016 in Review
350 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2016, worth a combined $5.31B — up 9.1% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WRB positions and 29 closed out — a net gain of 5 holders — while 138 added to existing stakes and 100 trimmed.
The largest buyer was Atlanta Capital Management, opening a new position worth an estimated $119M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.
- 350 institutional investors held W.R. Berkley (WRB) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $5.31B of W.R. Berkley stock for Q2 2016, up 9.1% quarter-over-quarter.
- 34 funds opened new W.R. Berkley positions in Q2 2016 and 29 closed out, a net change of +5 holders.
- The largest W.R. Berkley buyer in Q2 2016 was Atlanta Capital Management, an estimated $119M added.
- The largest W.R. Berkley seller in Q2 2016 was Capital World Investors, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2016.