W.R. Berkley
WRB
573 hedge funds and large institutions have $10B invested in W.R. Berkley in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 178 increasing their positions, 173 reducing their positions, and 38 closing their positions.
184% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 38
12% more funds holding
Funds holding: 511 → 573 (+62)
12% more capital invested
Capital invested by funds: $8.95B → $10B (+$1.05B)
3% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 173
0.51% less ownership
Funds ownership: 156.95% → 156.44% (-0.51%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
44% less call options, than puts
Call options by funds: $2.88M | Put options by funds: $5.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$85.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$26.6M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$21M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$16.3M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$94.2M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$73.8M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$55.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$34.1M |
| 5 |
D.E. Shaw & Co
New York
|
-$28.1M |
WRB Hedge Fund Activity: Q4 2021 in Review
573 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2021, worth a combined $10B — up 12% from $8.95B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new WRB positions and 38 closed out — a net gain of 70 holders — while 178 added to existing stakes and 173 trimmed.
The largest buyer was Millennium Management, adding an estimated $85.8M. The largest seller was W.R. Berkley Corp, exiting entirely with an estimated $94.2M sold.
- 573 institutional investors held W.R. Berkley (WRB) as of Q4 2021, up from 511 in Q3 2021.
- Funds reported $10B of W.R. Berkley stock for Q4 2021, up 12% quarter-over-quarter.
- 108 funds opened new W.R. Berkley positions in Q4 2021 and 38 closed out, a net change of +70 holders.
- The largest W.R. Berkley buyer in Q4 2021 was Millennium Management, an estimated $85.8M added.
- The largest W.R. Berkley seller in Q4 2021 was W.R. Berkley Corp, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2021.