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W.R. Berkley

400 hedge funds and large institutions have $7.39B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $3.2M

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $6.54B → $7.39B (+$856M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 401400 (-1)

2.51% less ownership

Funds ownership: 245.46%242.95% (-2.5%)

12% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 141

Holders
400
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
124
Reduced
141
Closed
34
Calls
$5.97M
Puts
$3.2M
Net Calls
+$2.77M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
126
Zurich Insurance Group
Switzerland
$3.49M +$15.9K +675 +0.5%
MA
127
Montag & Associates
Georgia
$3.48M -$45.7K -1,941 -1%
EAM
128
EULAV Asset Management
Florida
$3.48M +$939K +39,825 +40%
BC
129
Burney Company
Virginia
$3.45M -$27.9K -1,182 -0.9%
AIM
130
AMI Investment Management
Indiana
$3.39M -$7.17K -304 -0.2%
OTPPB
131
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.38M -$2.02M -85,529 -39%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$3.37M
HC
133
Henshaw Capital
Massachusetts
$3.31M
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$3.26M +$47K +1,994 +2%
SEI Investments
135
SEI Investments
Pennsylvania
$3.05M +$190K +8,069 +7%
Nomura Asset Management
136
Nomura Asset Management
Japan
$3.04M +$168K +7,118 +6%
Aviva
137
Aviva
United Kingdom
$3.03M -$2.95K -125 -0.1%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$2.97M +$158K +6,710 +6%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.97M -$164K -6,973 -6%
DDC
140
DF Dent & Co
Maryland
$2.93M
SOMRS
141
State of Michigan Retirement System
Michigan
$2.91M
AMG
142
Asset Management Group
Connecticut
$2.87M
GIA
143
GHP Investment Advisors
Colorado
$2.76M +$25.1K +1,063 +1%
PI
144
PGGM Investments
Netherlands
$2.72M
Federated Hermes
145
Federated Hermes
Pennsylvania
$2.72M -$130K -5,495 -5%
Acadian Asset Management
146
Acadian Asset Management
Massachusetts
$2.65M +$1.21M +51,141 +94%
UBS Group
147
UBS Group
Switzerland
$2.63M +$445K +18,862 +14%
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$2.61M -$487K -20,641 -12%
ACI
149
AMP Capital Investors
Australia
$2.45M -$14.9K -634 -0.6%
AIP
150
Ameritas Investment Partners
Nebraska
$2.39M -$17.5K -742 -0.8%

WRB Hedge Fund Activity: Q1 2019 in Review

400 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2019, worth a combined $7.39B — up 13% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WRB positions and 34 closed out — a net gain of 5 holders — while 124 added to existing stakes and 141 trimmed.

The largest buyer was APG Asset Management, adding an estimated $32.4M. The largest seller was Victory Capital Management, cutting an estimated $55.2M.

  • 400 institutional investors held W.R. Berkley (WRB) as of Q1 2019, down from 401 in Q4 2018.
  • Funds reported $7.39B of W.R. Berkley stock for Q1 2019, up 13% quarter-over-quarter.
  • 39 funds opened new W.R. Berkley positions in Q1 2019 and 34 closed out, a net change of +5 holders.
  • The largest W.R. Berkley buyer in Q1 2019 was APG Asset Management, an estimated $32.4M added.
  • The largest W.R. Berkley seller in Q1 2019 was Victory Capital Management, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2019.