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W.R. Berkley

391 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more funds holding

Funds holding: 374391 (+17)

2.27% more ownership

Funds ownership: 242.79%245.06% (+2.3%)

2% more capital invested

Capital invested by funds: $6.27B → $6.41B (+$141M)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

55% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.82M

Holders
391
Holders Change
+17
Holders Change %
+4.55%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
126
DF Dent & Co
Maryland
$3.17M -$15.1K -726 -0.5%
BC
127
Burney Company
Virginia
$3.04M +$6.34K +304 +0.2%
AMG
128
Asset Management Group
Connecticut
$3.01M
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95M -$46.1K -2,211 -2%
Federated Hermes
130
Federated Hermes
Pennsylvania
$2.9M +$363K +17,388 +15%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$2.84M -$7.05K -338 -0.3%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$2.79M +$63.5K +3,044 +2%
BCIM
133
British Columbia Investment Management
British Columbia, Canada
$2.65M -$469K -22,488 -15%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$2.65M +$16.8K +807 +0.7%
FAF
135
Första AP-fonden
Sweden
$2.6M -$176K -8,438 -7%
YIA
136
YHB Investment Advisors
Connecticut
$2.57M
ACI
137
AMP Capital Investors
Australia
$2.57M -$923K -44,213 -27%
SRAM
138
Stone Ridge Asset Management
New York
$2.54M +$56.3K +2,700 +2%
SOMRS
139
State of Michigan Retirement System
Michigan
$2.54M +$28.2K +1,350 +1%
BFG
140
Beacon Financial Group
Texas
$2.4M +$14.9K +712 +0.6%
CIC
141
Chilton Investment Company
Connecticut
$2.37M -$8.61M -412,853 -79%
O
142
OppenheimerFunds
New York
$2.35M +$69.2K +3,317 +3%
PI
143
PGGM Investments
Netherlands
$2.33M
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.31M -$1.15M -55,047 -34%
Barclays
145
Barclays
United Kingdom
$2.29M +$382K +18,319 +21%
GIBU
146
Gulf International Bank (UK)
United Kingdom
$2.29M +$10.6K +507 +0.5%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$2.21M +$118K +5,637 +6%
EGM
148
Engineers Gate Manager
New York
$2.21M +$2.14M +102,519 New
Franklin Resources
149
Franklin Resources
California
$2.17M -$27.5K -1,319 -1%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$2.17M +$59.8K +2,868 +3%

WRB Hedge Fund Activity: Q1 2018 in Review

391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2018, worth a combined $6.41B — up 2.3% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WRB positions and 24 closed out — a net gain of 23 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 391 institutional investors held W.R. Berkley (WRB) as of Q1 2018, up from 374 in Q4 2017.
  • Funds reported $6.41B of W.R. Berkley stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 47 funds opened new W.R. Berkley positions in Q1 2018 and 24 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q1 2018 was Janus Henderson Group, an estimated $60.3M added.
  • The largest W.R. Berkley seller in Q1 2018 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2018.