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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$1.43M +$496K +23,781 +56%
GWCM
177
Godshalk Welsh Capital Management
Pennsylvania
$1.42M +$73.9K +3,543 +6%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$1.4M -$3.69M -176,684 -74%
BAM
179
Belpointe Asset Management
Nevada
$1.39M +$94.8K +4,543 +8%
AB
180
Amalgamated Bank
New York
$1.39M -$13.5K -648 -1%
LMGAM
181
Liberty Mutual Group Asset Management
Massachusetts
$1.38M -$378K -18,131 -22%
BCFS
182
Butensky & Cohen Financial Security
Florida
$1.35M -$2.82K -135 -0.2%
SG Americas Securities
183
SG Americas Securities
New York
$1.35M -$2.21M -106,066 -63%
Treasurer of the State of North Carolina
184
Treasurer of the State of North Carolina
North Carolina
$1.34M +$1.3M +62,299 New
MG
185
Markel Group
Virginia
$1.31M
CG
186
Clinton Group
New York
$1.29M -$2.62M -125,475 -68%
URS
187
Utah Retirement Systems
Utah
$1.29M
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$1.25M -$164K -7,861 -12%
USAA
189
United Services Automobile Association
Texas
$1.24M -$1.96M -93,906 -62%
M&T Bank
190
M&T Bank
New York
$1.21M -$15.2K -729 -1%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$1.21M +$39.3K +1,883 +3%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$1.17M
ERSOT
193
Employees Retirement System of Texas
Texas
$1.16M
KA
194
KLCM Advisors
Wisconsin
$1.16M -$8.1K -388 -0.7%
SCM
195
Stevens Capital Management
Pennsylvania
$1.13M +$1.1M +52,633 New
Brown Advisory
196
Brown Advisory
Maryland
$1.13M +$21.3K +1,019 +2%
AIM
197
Assured Investment Management
New York
$1.13M +$1.09M +52,225 New
MSV
198
MN Services Vermogensbeheer
Netherlands
$1.1M
DCM
199
Dupont Capital Management
Delaware
$1.09M +$263K +12,619 +33%
MYAM
200
Meiji Yasuda Asset Management
Japan
$1.08M +$44.4K +2,127 +4%

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.